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Siepe opens Housten office

Siepe LLC, a trusted provider of software and technology-enabled services for private credit and Collateralized Loan Obligation (CLO) managers, today announced the opening of its new office in Houston, Texas.

/wealth

EToro launches target-date portfolios in partnership with Franklin Templeton

Trading and investing platform eToro announced today the launch of six investment portfolios in partnership with Franklin Templeton, a global leader in asset management, to help users invest for future financial goals with target-date strategies.

/wealth

Raymond James Ltd selects FNZ wealth management platform

Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform.

/wealth

Webull to provide analytics from TradingView to client base

Webull UK, an online investment platform and subsidiary of Webull Corporation (NASDAQ: BULL), today announced a partnership with TradingView, to bring its best-in-class charting and analysis tools to investors.

/wealth

JPMorgan unveils fixed income investments for retail sector

J.P. Morgan revealed a wave of new features including a cutting-edge fixed income experience on the J.P. Morgan Self-Directed Investing platform.

/wealth

Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients

XBTO, a global leader in institutional digital asset management, today announced a strategic partnership with Arab Bank Switzerland that will enable the Swiss private bank to launch a sophisticated Bitcoin yield product for its wealth management clients.

/wealth

Mambu and Light frame collaborate on core banking package for wealth management

Today, Light Frame SA, a Swiss provider of modern investment operations and portfolio management technology, and Mambu, a global leader in cloud-native core banking, have announced a strategic partnership delivering a next-generation, fully integrated core banking solution tailored to the private banking and wealth management industries.

/wealth

Zocks and eMoney Advisor integrate

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a direct integration with eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money.

/wealth

IG Group selects Alloy to manage identity risk

IG Group (“IG”), the FTSE 250 online trading company, has partnered with Alloy, a leading identity and fraud prevention platform provider.

/wealth

Investbanq secures US$3 million in Pre-Series A funding

Investbanq, the AI-powered wealth operating system for family offices, asset managers, and banks, has secured US$3 million in Pre-Series A funding.

/wealth

Farsight raises $16 million to automate financial workflows

Farsight, the pioneering technology company transforming workflows and insights at financial institutions, today announced its Series A fundraise and $16M in capital raised.

/wealth

Webull UK partners with Upvest to offer UK stocks and ETFs

Upvest, Europe’s leading investment infrastructure provider, is today announcing a milestone partnership with Webull UK, a leading online investment platform.

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