Tag Archives: Wealth

Stay up-to-date on all the all the latest FinTech news and information from around the world in the BFC FinTech Monitor.   Around the World: American FinTech startup Remitly has …

Personal finance management (PFM) systems are starting to gain traction in terms of popularity, growing from a market of USD 795 million in 2016 to a project market of at …

Understanding personal finances and the tools to manage them are an important step toward financial literacy. Fortunately, modern technology has made this step easier to obtain for more people. We’ve …

Startups are playing a huge role in innovating the wealth management industry. Our friends at Plug and Play got in touch with 6 of the most relevant ones to get …

The boom of technological innovations and creativity in the financial sphere has given us numerous interesting and beneficial concepts. One the more recent among them is the idea of collective …

For better or worse, all kinds of industries use artificial intelligence nowadays, and wealth management is no exception. In fact, artificial Intelligence is one of the main trends in the …

Traditional banks and credit unions have been losing the battle to attract deposits in a hyper-competitive environment. Many have attempted a number of different efforts to reverse this trend and …

The rise of gig workers represents a disruptive force in wealth management that presents both challenges and opportunities. As gig workers don’t have access to employer-sponsored benefits, it can often …

FinTechs are entering the wealth management industry at a record pace, and many traditional wealth management companies are not thrilled. But the fact is that FinTechs are bringing speed, radical …

As the wealth management industry evolves, wealth management firms must reinvent themselves and take advantages of cutting-edge technologies to enhance consumer experiences and provide greater personalization. Here are five key …

With the wealth management industry consolidating and moving towards standardized and streamlined processes based on technological solutions, there will inevitably come a breaking point when technology for technology’s sake becomes …

A relatively new concept in making investments is allowing investors to buy shares of rare cars and other rare items. For example, New York-based company Rally Rd. offers users the …

A seemingly infinite number of startups and simple banking applications offer users the ability to easily track and view their spending habits. But English startup Cleo is taking this a …

FinTech startups are reshaping the financial world, including wealth and asset management. Here are 6 WealthTech startups that are promising to change the way we manage our wealth: Cred – …

FinTech startup Kindur is helping put retirees at ease by helping them manage their retirement funds and ensuring they have enough money for the rest of their lives. Launched in …

British FinTech firm Revolut is jumping into the online brokerage space with its own commission-free stock trading platform, which is being run in partnership with U.S. broker DriveWealth. The company …

In emerging market countries where economic volatility is a way of life, there aren’t a lot of relatively safe options for the up-and-coming middle class to save their money. In …

Zurich-based WealthTech company Additiv has become a worldwide leader in the field of digitization for wealth managers. In Asia, the company is driving a wide-angle perspective and helping wealth management …

With 75 companies operating in the sphere, WealthTech has become a thriving subset of FinTech in Switzerland. Here are 11 of the more notable Swiss WealthTech companies: AAAccell – a …

For those looking to invest funds as a way to make money with money, there are 7 main ways to consider in the Russian market: Bank deposits – this low-risk, …