Wealth Management Software

Discover more about the software solutions for managing client wealth portfolios.

Moment - FinTech News
Venture Capital Funding
US fintech Moment lands $78m in Series C fundraiseUS fintech Moment lands $78m in Series C fundraise

Index Ventures led Moment’s Series C round, returning as an investor less than 10 months after leading the firm’s Series B raise.

byFrancis Bignell,Reporter, FinTech Futures
May 21, 2026
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1 Min Read
Carta - FinTech News
M&A
Carta ventures into law with Avantia acquisitionCarta ventures into law with Avantia acquisition
byTyler Pathe
May 14, 2026
1 Min Read
Wealth.com - FinTech News
Venture Capital Funding
Wealth.com closes $65m Series B for estate and tax planning techWealth.com closes $65m Series B for estate and tax planning tech
byTyler Pathe
Apr 20, 2026
2 Min Read
CMB Monaco - FinTech News
Wealth Management Software
CMB Monaco moves to Avaloq–Aladdin Wealth SaaS platformCMB Monaco moves to Avaloq–Aladdin Wealth SaaS platform
byTyler Pathe
Apr 1, 2026
1 Min Read
Brian Wagner, Rimbal - FinTech News
Job Cuts & New Hires
Brian Wagner joins ValidPath operator Rimbal as CTOBrian Wagner joins ValidPath operator Rimbal as CTO
byTyler Pathe
Mar 25, 2026
1 Min Read
InvestiFi - fintech news
Investment Management
Florida's Sunstate Bank enhances digital investing capabilities with InvestiFiFlorida's Sunstate Bank enhances digital investing capabilities with InvestiFi
byCameron Emanuel-Burns
Mar 20, 2026
1 Min Read
GeoWealth - FinTech News
Venture Capital Funding
Goldman Sachs buys GeoWealth minority stake for $42.5m
Goldman Sachs buys GeoWealth minority stake for $42.5m
Mar 20, 2026
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Heartland Credit Union - FinTech News
Investment Management
Heartland Credit Union taps InvestiFi for embedded lending tools
Heartland Credit Union taps InvestiFi for embedded lending tools
Feb 26, 2026
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
BridgeWise - FinTech News
M&A
BridgeWise acquires Context Analytics for new pAI agent
BridgeWise acquires Context Analytics for new pAI agent
Feb 19, 2026
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Reflexivity - FinTech Founders Video Series
Wealth Management Software
FinTech Founders video interview: Armenak Mayalian, co-founder and CTO of Reflexivity
FinTech Founders video interview: Armenak Mayalian, co-founder and CTO of Reflexivity
Feb 18, 2026
InvestiFi - fintech news
Investment Management
Ohio's Day Air Credit Union partners InvestiFi for investment tech
Ohio's Day Air Credit Union partners InvestiFi for investment tech
Feb 17, 2026
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Arman Tahmassebi, Flagstone - FinTech News
Digital Wealth Management
Flagstone names Arman Tahmassebi as new CEO
Flagstone names Arman Tahmassebi as new CEO
Jan 13, 2026
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
iAltA - FinTech News
M&A
iAltA expands wealth infrastructure capabilities with BridgeFT acquisition
iAltA expands wealth infrastructure capabilities with BridgeFT acquisition
Jan 13, 2026
|
1 Min Read
byFrancis Bignell,Reporter, FinTech Futures
Clearwater Analytics - fintech news
M&A
Clearwater Analytics to go private in $8.4bn acquisition
Clearwater Analytics to go private in $8.4bn acquisition
Dec 23, 2025
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2 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Nevis - FinTech News
Venture Capital Funding
AI fintech start-up Nevis raises $35m Series A
AI fintech start-up Nevis raises $35m Series A
Dec 2, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
FE fundinfo - fintech news
M&A
FE fundinfo bolsters data analytics capabilities with Contengo acquisition
FE fundinfo bolsters data analytics capabilities with Contengo acquisition
Nov 11, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Payit - fintech news
Open Banking
Wealth manager True Potential integrates NatWest's Payit
Wealth manager True Potential integrates NatWest's Payit
Nov 7, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Arta - FinTech News
Wealth Management Software
Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank
Arta expands AI wealth platform globally, onboards Bank of Singapore and Hong Leong Bank
Nov 7, 2025
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2 Min Read
byTyler Pathe,Reporter, FinTech Futures
Andrew Cole, Zilo - fintech news
Job Cuts & New Hires
UK fintech Zilo names former Barclays exec Andrew Cole as chief operating officer
UK fintech Zilo names former Barclays exec Andrew Cole as chief operating officer
Oct 16, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Zilo - fintech news
Venture Capital Funding
Transfer agency fintech Zilo raises £20m Series A2 round
Transfer agency fintech Zilo raises £20m Series A2 round
Sep 25, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Flanks - FinTech News
Job Cuts & New Hires
Former FNZ chief Sebastian Henrichs joins Flanks as COO
Former FNZ chief Sebastian Henrichs joins Flanks as COO
Sep 4, 2025
|
1 Min Read
Wealthsimple - fintech news
M&A
Wealthsimple acquires investment research start-up Fey
Wealthsimple acquires investment research start-up Fey
Aug 29, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Carlyle - fintech news
M&A
Carlyle buys Intelliflo from Invesco in $200m acquisition deal
Carlyle buys Intelliflo from Invesco in $200m acquisition deal
Aug 27, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Eton Solutions - FinTech News
Venture Capital Funding
Eton Solutions secures $58m Series C, eyes AtlasFive expansion
Eton Solutions secures $58m Series C, eyes AtlasFive expansion
Jul 18, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Royal Bank of Canada (RBC) - FinTech News
Wealth Management Software
RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC Wealth Management partners d1g1t for performance and risk analytics tech
Jul 17, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Teleskop - fintech news
Wealth Management Software
Financial wellness and legacy planning app Teleskop to shut down
Financial wellness and legacy planning app Teleskop to shut down
Jul 7, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
IPO - fintech news
Stock Exchange & IPOs
Navan and Wealthfront submit registration statements for US IPOs
Navan and Wealthfront submit registration statements for US IPOs
Jun 24, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Mark Fischer, Amplify - fintech news
Job Cuts & New Hires
Amplify appoints industry veteran Mark Fischer as first COO
Amplify appoints industry veteran Mark Fischer as first COO
May 28, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Addepar - fintech news
Venture Capital Funding
Addepar lands $230m Series G at $3.25bn valuation
Addepar lands $230m Series G at $3.25bn valuation
May 13, 2025
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1 Min Read
byCameron Emanuel-Burns,Reporter, FinTech Futures
Wealthsimple - FinTech News
Wealth Management Software
Wealthsimple partners Eventus for trade surveillance
Wealthsimple partners Eventus for trade surveillance
May 9, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
FE fundinfo - FinTech News
M&A
FE fundinfo acquires start-up Lunar AI for undisclosed sum
FE fundinfo acquires start-up Lunar AI for undisclosed sum
May 1, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Luma Financial Technologies - FinTech News
Venture Capital Funding
Sixth Street leads $63m Series C for US wealthtech Luma
Sixth Street leads $63m Series C for US wealthtech Luma
Apr 22, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Linedata - FinTech News
M&A
Linedata acquires AI data processing firm nRoad
Linedata acquires AI data processing firm nRoad
Apr 3, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
Savvy Wealth - fintech news
Venture Capital Funding
Savvy Wealth names Eric Hurkman as first CTO
Savvy Wealth names Eric Hurkman as first CTO
Mar 4, 2025
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1 Min Read
byTyler Pathe,Reporter, FinTech Futures
OneVest - FinTech News
Venture Capital Funding
Canadian wealth management tech start-up OneVest raises $20m in Series B funding
Canadian wealth management tech start-up OneVest raises $20m in Series B funding
Feb 3, 2025
|
1 Min Read
byTyler Pathe,Reporter, FinTech Futures

Latest News

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Banking Tech Awards USA - fintech news
BankingTech
Banking Tech Awards USA winners announced
Banking Tech Awards USA winners announced

May 29, 2026

FinTech News
FinTech
FinTech Futures: Top five news stories of the week – 29 May 2026
FinTech Futures: Top five news stories of the week – 29 May 2026

May 29, 2026

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Podcasts

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Microsoft podcast - fintech news
AI in Fintech
What the FinTech? | S.7 Episode 10 | Agentic AI in financial services - balancing innovation, security, and trust
What the FinTech? | S.7 Episode 10 | Agentic AI in financial services - balancing innovation, security, and trust
SynthWise podcast - fintech news
AI in Fintech
Demystify Podcast: Demystifying AI adoption, culture, and transformation with SynthWise
Demystify Podcast: Demystifying AI adoption, culture, and transformation with SynthWise

Webinars

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BankingTech
Webinar | 24 June 2026 | What makes a Banking Tech Award winner? Spotting the hidden differentiators
Webinar | 24 June 2026 | What makes a Banking Tech Award winner? Spotting the hidden differentiators
Sponsored Content
Webinar | 23 June 2026 | Optimising liquidity in uncertain times: Solutions for modern finance leaders
Webinar | 23 June 2026 | Optimising liquidity in uncertain times: Solutions for modern finance leaders

White Papers

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Isaca - fintech news
Sponsored Content
eBook: Auditing the future - how AI is redefining the audit landscape
eBook: Auditing the future - how AI is redefining the audit landscape
customer experience banking - fintech
Sponsored Content
White paper: Closing the gap between customer expectations, AI strategy and personalisation in retail banking
White paper: Closing the gap between customer expectations, AI strategy and personalisation in retail banking