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8 results for “wealthtech”
Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library
Envestnet released interface updates to its Wealth Management Platform—including an interactive dashboard, UMP configuration tools, and expanded widget library—as its third technology release of 2026, positioning them as foundational for an 'AI-First Advisor Experience'.
Sep 15, 2026
Envestnet's Tamarac Platform Sharpens Advisor Reporting and Deepens CRM Integration, as Part of R3 Enhancements
Envestnet released the third iteration of its R3 technology enhancements for the Tamarac platform, focusing on improved advisor reporting tools, client portal streamlining, and direct integration of trading data into the CRM.
Sep 15, 2026
Envestnet to acquire Vestmark
Envestnet, a major WealthTech platform with $8 trillion in assets under administration, has entered a definitive agreement to acquire Vestmark, a portfolio management and institutional trading technology provider serving large wealth firms.
Sep 15, 2026
European wealthtech funding drops amid investor caution
European wealthtech funding fell by 46% quarter-on-quarter in Q2 due to heightened investor risk aversion, signaling tightening capital conditions for fintech firms targeting affluent and mass-affluent segments.
Sep 7, 2026
Flanks joins with Perplexity to power AI-driven wealth management with data aggregation
Flanks, a WealthTech company, partnered with Perplexity AI to integrate its institution-grade wealth data layer with Perplexity’s AI platform for wealth management applications.
Aug 26, 2026
FNZ offloads German bank to focus on wealthtech business
FNZ is divesting its German banking subsidiary to concentrate resources on its core wealthtech platform business.
Aug 4, 2026
Wealthtech focused Allfunds Reports Steady H1 2026 Performance
Allfunds, a wealthtech platform, reported steady financial and operational performance for H1 2026, emphasizing growth and network expansion.
Aug 1, 2026
Keenai appoints Singapore head for broader push into South East Asia
Keenai, a wealthtech platform targeting accredited investors and developed with Lighthouse Canton, named Varun Mittal as its Singapore Country Head in preparation for launching Keenai Wealth on 19 August and expanding across Southeast Asia.
Jul 23, 2026