#wealth
12 items tagged wealth — posts and signals combined.
Signals
DBS and Avaloq expand their wealth technology partnership
The Singapore bank and platform vendor will co-develop capabilities supporting DBS’s goal of SGD 1 trillion in retail and wealth assets by 2030.
Daiwa advances a proprietary AI wealth-consulting platform
Daiwa and Sakana AI moved from proof of concept toward production development for personalized adviser proposals in Japan.
Wealth firms plan to nearly double AI’s share of technology budgets
Vista and Cerulli found governance discipline—not firm size—separates wealth managers moving from AI experiments to scaled adoption.
LPL appoints Jonathan Lewis as technology and information chief
The largest US independent broker-dealer recruited Wells Fargo wealth-technology leadership as it scales its Latitude platform.
Netwealth agrees to acquire AI advice platform Paradino
The Australian platform is buying adviser-workflow and statement-of-advice automation rather than building the stack internally.
Envestnet agrees to acquire Vestmark
The acquisition combines portfolio management, institutional trading and tax-transition technology in a broader adviser platform.
OneVest launches agentic account opening in Canada
The platform automates end-to-end onboarding across Canadian custodians, moving agentic AI into a regulated wealth workflow.
Vanguard agrees to acquire Altruist
A major asset manager is moving from investor to owner of an AI-forward RIA custody and wealth technology platform.
Wealthcome raises €15 million to expand WealthPro
The French wealthtech plans to move beyond advisers into banks and insurers after reaching 800 firms and €20 billion in aggregated assets.
Ebix launches Meridian for US advisory firms
Ebix unified CRM, planning, private markets and insurance workflows on an AI-layered platform priced for smaller RIAs.
Aquiline takes a controlling stake in Flourish
The deal moves RIA cash and lending infrastructure into a private-equity-backed independent platform.
LGT Wealth appoints Willem Strydom as technology chief
The London wealth manager hired a leader with Avaloq, Temenos and Macquarie experience to direct its platform, data and AI roadmap.