Wealth Management - FinTecBuzz

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...

by PRNewswire

Platforms

Atomic Invest Acquires Groene Hart Financial Diensten

January 14, 20263 min

The acquisition enhances Atomic's European footprint and extends its embedded investing capabilities to a broader set of fintechs and banking partners

by BusinessWire

Investments

Apex, Allfunds Partner to Expand Offshore Investing Access

January 12, 20264 min

Full technical integration of Allfunds’ wealthtech platform within AscendOS offers U.S. and international firms an automated, efficient gateway to a comprehensive universe of offshore mutual funds, ETFs, and alts Apex Fintech Solutions, Inc., an innovation launchpad for the global investing ecosystem, today announced a strategic agreement with Allfunds, a leading wealthtech platform with over €1.7 trillion in assets under administration. The agreement delivers an extensive technical integration of the Allfunds platform within the Apex AscendOS™...

by GlobeNewswire

API/Connectivity

iAltA Holdings Acquires BridgeFT

January 12, 20264 min

Acquisition Strengthens Data Connectivity Across the Wealth and Private Markets Ecosystem

by BusinessWire

Investments

Coincheck Group Signs Agreement to Acquire 3iQ

January 9, 20268 min

Coincheck Group N.V., the holding company of Coincheck, Inc., one of Japan’s leading crypto asset exchanges, today announced that it has entered into a stock purchase agreement with its majority shareholder, Monex Group, Inc., as seller, to acquire approximately 97% beneficial ownership of 3iQ Corp., one of the world’s leading alternative digital asset managers. 3iQ is based in Ontario, Canada. The Transaction Pursuant to the agreement, based on an agreed value for 3iQ of USD...

by PRNewswire

Crypto Currencies

Bybit Unveils Mantle Vault

December 24, 20255 min

Bybit, the world’s second-largest cryptocurrency exchange by trading volume, in partnership with Mantle and Cian, announces the launch of Mantle Vault on Bybit On-Chain Earn today, a stablecoin on-chain yield asset management product offering competitive APR, lower risk and highly flexible access through market-neutral strategies. Mantle Vault will become part of Bybit’s On-Chain Earn suite. Mantle Vault is designed to optimize APR performance across market cycles powered by on-chain yield opportunities, targeting consistent performance even in...

by BusinessWire

Investments

Cache Surpasses $1 Billion in Assets

December 19, 20256 min

Employees and Advisors Embrace Exchange Funds as a Modern Path to Tax-Efficient Diversification

by PRNewswire

Platforms

Expero to Deliver ICE’s Market Data Through Digital Experiences

December 10, 20253 min

This collaboration expands Expero's Connected Finance ecosystem with ICE's cross-asset data and analytics to power modern investor and advisor platforms

by PRNewswire

Blockchain

Digital Asset Announces Investments from BNY, iCapital, Nasdaq and S&P Global

December 5, 20256 min

New investments underscore the accelerating institutional adoption of the Canton Network

by BusinessWire

Investments

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

December 5, 20253 min

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...

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