Posts Tagged ‘wealth management’
wealthAPI appoints Nicola Breyer to advisory board ahead of FiDA regulation
wealthAPI has appointed Open Finance expert Nicola Breyer to its advisory board, strengthening its position ahead of the upcoming FiDA regulation.
Read MoreBolt adds embedded investing to SuperApp through Atomic partnership
Bolt has announced a multi-year partnership with Atomic to bring embedded investing to the Bolt SuperApp, allowing users to open brokerage accounts, trade stocks and ETFs, and invest through automated portfolios within the app.
Read MoreAtomic secures further $30m to grow embedded investing platform
US-based Atomic will use the funding to scale its investing platform across banks, insurers, fintechs, and consumer brands.
Read MoreMoneyhub chosen by Stratiphy to streamline funding of investments
Stratiphy is using Moneyhub’s advanced payment solution that incorporates Open Banking technology to provide users with a secure and efficient payment experience.
Read MoreUS-based Citizens releases new Open Banking API
The new API will give Citizens’ clients increased access to personalized financial products.
Read MoreCiti Hong Kong unveils new wealth feature via HKMA data-sharing pilot
It is one of the first retail banks to participate in the Hong Kong Monetary Authority’s Interbank Account Data Sharing pilot.
Read MoreEnvestnet | Yodlee turns on Open Banking data for Australia’s HeirWealth
The HeirWealth platform provides wealth tracking capabilities for high-net-worth families in Australia and the UK, as well as financial advisers.
Read MoreWealthify partners with ClearBank to add to savings range
The UK-based digital investment platform has chosen ClearBank as its embedded banking partner.
Read MoreWealthica launches financial API
Jeff Matte of Wealthica Business Solutions, called it “a pivotal moment” for the Canadian fintech ecosystem.
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