Global FinTech platform iCapital said Tuesday (May 13) that it will acquire Citi’s indirect subsidiary, Citi Global Alternatives. Citi Global Alternatives is the adviser to...
In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. However, a subtle but significant shift is emerging among...
Robinhood has launched a wealth management service targeting its less-wealthy clients. The financial services company on Thursday (March 27) unveiled “Robinhood Strategies,” a wealth management...
Paris-based wealth management FinTech RockFi has raised $19 million in new funding. The company says its Series A round, announced Monday (March 24), will help it pursue its goal...
Commerce Bancshares grew its wealth management business in the fourth quarter after announcing new initiatives targeting that market. The Missouri-based regional bank holding company said...
FinTech company iCapital plans to enhance its alternative investment marketplace platform for the wealth and asset management industries by acquiring Parallel Markets. The company entered...
Wealth technology provider Envestnet has officially become a private company. The firm announced Monday (Nov. 25) that it had closed its acquisition by affiliates of...
Binance says it has become the first crypto exchange to offer a wealth management solution. Binance Wealth, announced Tuesday (Oct. 29), lets wealth managers oversee...
BNY is looking to add managed accounts and alternative and private market investment products as it looks to continue growing. This announcement came as the...