Wealth Management - FinTecBuzz

DriveWealth Powers Ualá’s Launch of U.S. Stock Investing in Mexico

March 13, 20266 min

Partnership with one of the fastest-growing neobanks in Latin America expands access to fractional U.S. equities, enabling Mexican investors to enter global markets DriveWealth, a global B2B Brokerage-as-a-Service platform designed to make investing easier for partners and their customers, today announced its partnership with Banco Ualá, a leading Latin American neobank, to launch Acciones (Stocks), a new service enabling Mexican consumers to invest in U.S. equities. Through this collaboration, Ualá users can now invest in shares...

by FTB News Desk

In-House Features

Fintech Startups Led by Women Redefining Digital Banking

March 6, 202616 min

by BusinessWire

Investments

Graphene Launches Authorised Investment Platform for Alpha Investment Office

February 25, 20265 min

Platform delivers regulated infrastructure, custody connectivity and end-to-end investment operations to support Alpha’s growth strategy

by PRNewswire

Banking

Beacon Financial Corporation Announces Debut of Beacon Bank

February 25, 20264 min

Beacon Financial Corporation the successful combination of four storied financial institutions under one new brand, Beacon Bank , one of the 100 largest banks in the United States. With more than 145 branches and commercial centers across New England and New York, Beacon Bank differentiates itself by combining deep local roots with nearly 200 years of proven financial strength, expert guidance and highly personalized service. Unlike other banks that rely on distant decision makers, Beacon...

by PRNewswire

Banking

KeyBank Deepens Middle Market Commitment with Family Office Banking Team

February 10, 20265 min

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform

by BusinessWire

Investments

Opto Investments Appoints Warren Seubel as VP of Sales and Revenue

February 9, 20266 min

Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients

by FTB News Desk

In-House Features

How Robo-Advisors Are Transforming Wealth Management Services

February 6, 202610 min

Robo-advisors transform wealth management services—0.25% fees, tax alpha, and AI personalization scale investment advisory services for millions.

by PRNewswire

Platforms

Trading Technologies Promotes Reena Raichura to SVP and Chief Product Officer

February 4, 20263 min

Trading Technologies International, Inc. (TT), a global capital markets technology platform services provider, announced today the promotion of Reena Raichura to SVP and Chief Product Officer. Raichura, an award-winning fintech and product development executive, has more than 25 years of experience in technology and capital markets. Relocating from Singapore to Chicago for the new role, Raichura is charged with leading the next chapter of TT’s product evolution, focused on building and delivering the platform strategy, and enhancing...

by PRNewswire

Payments

Bolt Expands Its SuperApp With Embedded Investing Through Atomic

February 4, 20264 min

Partnership adds brokerage accounts and managed portfolios to Bolt's consumer finance platform

by PRNewswire

Payments

Atomic Insights Raises $10M Seed to Modernize Wealth Payments

January 20, 20266 min

Atomic Insights, a provider of money-movement and workflow automation tools for RIAs and family offices, announced today that it has raised $10 million in seed funding led by Aquiline with participation from Northwestern Mutual Future Ventures and existing investors. Atomic Insights is targeting a large and fast-growing segment of the wealth management infrastructure market, where RIAs and family offices are being pushed to deliver “family CFO” services without the back-end systems to support them at...

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