Clients can now buy and sell traditional and digital assets through e-banking platforms or mobile applications ... works with other strategic partners including Swiss wealth technology firm Avaloq ...

Private equity firm Seven2 has reached a binding agreement with J.C. Flowers to purchase a majority stake in German wealth management platform HRK LUNIS. This deal is Seven2's inaugural investment ...

Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...

a prominent German independent wealth management platform. This acquisition marks Seven2's first investment in Germany and a strategic step in its European expansion. The transaction, which ...

This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for ...

Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, as it looks to accelerate user growth ...

AMJ Financial Wealth Management decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing ...

Xcel Wealth Management LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.0% during the fourth quarter, HoldingsChannel.com reports.The firm owned 4,854 ...

Forbes contributors publish independent expert analyses and insights. As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are ...