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Wealth management stories

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ZeroDrift raises USD $2m to power real-time compliance

Yesterday
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wealth management
ZeroDrift emerges from stealth with USD $2m to automate real-time compliance checks on outbound communications in regulated industries.
Institutional investor swapping bitcoin for gold etf melbourne

Zerocap unveils Bitcoin-to-ETF swap & credit tools

2 days ago
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wealth management
Zerocap unveils instant Bitcoin-to-IBIT swap, letting big investors move into BlackRock’s spot ETF structure without exiting BTC exposure.
Images

Openmarkets boosts board ahead of planned Nasdaq listing

3 days ago
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wealth management
Openmarkets adds two non-executive directors and a new CFO to bolster governance and growth plans ahead of its proposed Nasdaq listing.
Sydney glass tower dusk fintech boom aud currency foreground

Revolut hits 1m Aussie users, plans AUD $400m push

Last week
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wealth management
Revolut passes 1m Australian customers and vows nearly AUD $400m investment, stepping up its challenge to local digital banking rivals.
Yvonne howie headshot

Azzet appoints Yvonne Howie to board for global push

Last week
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wealth management
Marketplace platform Azzet adds veteran Australian executive Yvonne Howie to its board as it ramps up governance for global expansion.
Bank boardroom executives ai circuit maze over stagnant profits

Banks struggle to turn AI spending into real revenue gains

Last week
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wealth management
Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.
Global wealth network servers robotic data streams across continents

WealthArc expands custodian network & builds AI agents

Last week
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wealth management
WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.
London financial skyline ai network sunrise minimal blues golds

WealthAi raises $1m to expand UK AI wealth platform

Last month
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wealth management
WealthAi secures $1m pre-seed to scale its modular AI wealth platform for UK advisers, targeting system sprawl and manual workflows.
Henry stoever

Azzet appoints Henry Stoever to board for global push

Last month
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wealth management
Azzet names governance veteran Henry Stoever to its board as it accelerates the global rollout of its premium asset marketplace.
Frankfurt trading floor pros shaking hands modern glass office view

Upvest, Boerse Stuttgart partner on securitised trades

Last month
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wealth management
Upvest links with Boerse Stuttgart to add securitised derivatives trading to its Investment API for banks and fintechs across Europe.
Singapore skyline financial district dusk fintech wealth deal

HCLTech to buy Singapore wealth consultancy Finergic

Last month
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wealth management
HCLTech moves to deepen its wealth management push with a deal to acquire Singapore-based consultancy Finergic, pending approval by 2026.
Sydney glass office tower fintech nasdaq listing sunrise reflection

Openmarkets in USD $300m SPAC merger for Nasdaq listing

Last month
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wealth management
Sydney-based Openmarkets to go public on Nasdaq via USD $300m SPAC merger with Lake Superior, targeting completion in 2026.
Nz mobile banking automated savings retirement growth flat modern

Feijoa joins Fintech Lab to boost Kiwis’ KiwiSaver

Last month
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wealth management
Feijoa joins Creative HQ’s Fintech Lab to scale its round-up saving app, aiming to lift inconsistent KiwiSaver contributions nationwide.
Asian city skyline bond investing rising yields fixed income flows

Asian investors favour bonds as fixed income dominates

Last month
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wealth management
Asian investors poured USD $28.2 billion into bond funds in 2025, making fixed income the region’s anchor allocation amid volatility.
Modern financial ops room dashboards compliance automated flows

Synechron unveils Agentic AI suite for regulated sectors

Last month
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wealth management
Synechron has launched an Agentic AI suite to automate mission-critical workflows in heavily regulated financial and insurance sectors.
Sydney office tower ai collaboration harbour bridge sunrise scene

Anthropic plans Australian office in global AI push

Last month
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wealth management
Anthropic is setting up an Australian office in Sydney as Claude adoption soars, anchoring a wider global expansion and hiring push.
Rehan d almedia fintech australia

FinTech Australia opens entries for 2026 Finnie Awards

Last month
#
wealth management
FinTech Australia opens entries for the 2026 Finnie Awards, marking the programme’s tenth year with revamped categories and a new Sydney venue.
Beyond

Beyond Insights symposium spotlights megatrends, discipline

Last month
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wealth management
Beyond Insights’ Kuala Lumpur symposium draws record hybrid turnout, urging Malaysian retail investors to act on megatrends with discipline.
Secure digital identity shield fingerprint circuits uk map blue

Select ID gains UK DIATF & ISO 27001 security nods

Last month
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wealth management
Select ID becomes UK’s only dedicated identity orchestration network with DIATF status and ISO 27001, boosting reusable digital IDs for finance.
Griffin team photo

Griffin processes GBP £3 billion as revenue surges

Last month
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wealth management
UK bank Griffin posts fivefold revenue surge as it processes GBP £3 billion in payments and signs more than 50 platform customers.