Sound Point, CAIS Partner to Expand Private Credit Access for Advisors

Sound Point Capital Management, LP, a leading global alternative credit manager with over $45 billion in assets under management, announced a new partnership with CAIS, the leading alternative investment platform for financial advisors. The collaboration is focused on expanding access to Sound Point’s institutional-quality private credit strategies through the wealth management channel. “We’re excited to bring Sound Point’s longstanding expertise in private credit to a broader audience of financial advisors and their clients,” said Stephen...

Binance Launches ‘Binance Prestige’ Bespoke Service

Binance, the largest cryptocurrency exchange by volume and users, today announced the launch of Binance Prestige, a bespoke service designed to support the traditional finance (TradFi) affluent segment as they take their first steps into cryptocurrency. Encompassing onboarding, fiat services, financing and more, Binance Prestige addresses the specific needs of family offices, private funds and other asset allocators seeking a high-touch, professional approach to digital asset management. Crypto remains a relatively new asset class, and many TradFi affluent investors are unsure about how to proceed...

Surfin’s unique approach to AI strengthens its impact in financial inclusion

Unique approach to AI helps to accelerate Surfin’s growth into multiple countries Headquartered in Singapore since 2017, Surfin has grown to over 90 million users across 10 emerging markets in 3 continents. Over this period, the company has disbursed over US$4 billion in total and achieved 50% year-on-year revenue growth. Besides consumer finance, Surfin has also expanded into multiple products, including payments, remittances, credit cards and wealth management. This can be attributed to Dr Wu’s...

OneVest Strengthens Custodian Connectivity with New Aviso Integration

OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso. OneVest supercharges platform connectivity for wealth firms with new custodial integration with Aviso. This enhanced interoperability enables firms to unify core operational workflows within the OneVest platform, streamlining operations and accelerating digital transformation. This new integration with Aviso highlights OneVest’s ability to deliver end-to-end connectivity on accelerated timelines, enabling firms to streamline operations, modernize client experiences,...

OneVest Introduces Enhanced Multilingual Capabilities

OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced a significant expansion of its multilingual capabilities, with additional languages designed to make wealth management more accessible, inclusive, and globally scalable. While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience. “We’re empowering wealth management firms to deliver...

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