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Latest Results from /wealth

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Ocotopus Money selects Aveni.ai for personalised financial advice

Aveni.ai, specialists in AI for Financial Services, has agreed a new partnership with Octopus Money - the money advice brand for everyone.

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Axyon AI and Allindex join forces on thematic investment forecasts

Axyon AI, a leading tech provider of Predictive AI-powered solutions for the investment management sector, announces its partnership with ALLINDEX, a FinTech company that specialises in creating indices and securities baskets in thematic topics by leveraging AI.

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Mintos appoints ex-N26 marketing director as new CMO

Mintos, the market-leading investment platform that enables people to earn regular passive income through diversified investments, is pleased to announce the appointment of Kertu-Liina Lehismäe as their latest addition to the senior leadership team.

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Profile Software unveils Digital Investment Hub

Profile, a leading international financial solutions provider, has announced the release of its innovative Digital Investment Hub (“DI.hub”) solution within Finuevo Digital, a next generation digital banking platform.

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Swedbank Robur appoints Maria Rengefors to board

As of March 6, 2025, Maria Rengefors has been appointed as a new board member of Swedbank Robur, expanding the board to a total of six members. She brings extensive experience from the financial and asset management industry, including her previous role as Head of Branch at Nordea Funds.

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JBI Metia partners with The Economist Group to launch MacroScore for wealth managers

JBI Metia has announced the release of its groundbreaking product, MacroScore, in strategic partnership with EIU, the business intelligence arm of The Economist Group, a leading authority on international business and world affairs.

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WealthTech scale-up Belong raises £489,000 on Crowdcube

British wealth-tech platform Belong has closed its first crowdfunding campaign with Crowdcube, hitting its £300,000 target in under five hours, and securing a total raise of over £489,000.

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Madison County FCU enlists InvestiFi for digital investing

Madison County FCU has engaged with InvestiFi’s crypto, securities and guided investing offerings to provide a trusted digital investing environment.

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Betterment buys Ellevest automated investing business

Betterment, the largest independent digital investment advisor in the United States, today announced that it has acquired the automated investing business of Ellevest, the investing and wealth management company built by and for women.

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XTB scores securities license in Chile

XTB, a global company that provides individual investors instant access to financial markets worldwide, has received a securities agent license in Chile. This is a significant milestone for the company as it expands its presence in Latin America.

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Scalable Capital to open access to private equity

With a new segment on its digital investment platform, Scalable Capital is setting new standards for investors: Soon, suitable investors in Germany will get access to alternative investments such as private equity.

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Wealthify appoints Jessie Kwok as chief invesment officer

Leading investment and savings service Wealthify today announces the appointment of Jessie Kwok as its Chief Investment Officer (CIO), succeeding Colleen McHugh.