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WealthTech Weekly: December 2, 2022

Welcome to the news highlights of this week.

What’s going on:

- Wealthify reinforces its leadership team with three new appointments.

- Atria digs deeper into independent wealth management.

- Zoho sees Wealthtech as a potential new area of expansion.

- Estancia teams up with InvestorCOM.

- Industry leaders share tips on how to create better tech for advisors.

- J.D. Power reveals the top fifteen wealth managers providing the best digital experience.

Let’s take a better look at what happened.


Big names, new names

As 2023 approaches, a layoff and hiring reshuffle stirs Wealthtech players. Tough times require businesses to ensure they are best teamed for new challenges.

Wealthify, a UK-based robo-advisor, has revamped its leadership team with Lucille Bellec as chief operating officer (COO), Michelle Pearce-Burke as chief strategy officer, and Colleen McHugh as chief investment officer (CIO). All three new executives have a previous experience either at Wealthify or its acquirer Aviva.

Read more here

As NY-based Atria Wealth Solutions is expanding into independent wealth management, it has named William P. Morrissey, Jr. as Head of the Independent Channel. The position was created recently to lead the expansion efforts. 

Read more here.

Next read: Top 11 Tools for Budgeting and Wealth Management
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Zoho Corporation eyes Wealthtech as a new area of expansion, mentions Zoho Finance’s Global Head Sivaramakrishnan Iswaran in an interview to Outlook Startup. Having made $1 billion in revenue in 2022, this multinational software company might become a significant player in the Wealthtech area.

Read more here.

Estancia Capital has partnered with InvestorCOM, a premier provider of compliance solutions for wealth and asset managers. Estancia’s investment will let the company expedite its development globally.

Read more here.

Bigger picture

Wealth management is one of the markets that could progress tech-wise faster. If you think that has to change in 2023, catch five tools and tips that can take the headache out of financial advisors’ jobs, recommended by industry leaders via Financial Planning.

Read more here

To learn from the best digital experience providers in wealth management, check out the top fifteen list from J.D. Power. Also, you’ll find out what to focus on if you want your app to check all customer satisfaction boxes.

Read more here.

Up for reading materials on Wealthtech that are not news? Check out more articles below.

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Svietoslava Myloradovych avatar
Svietoslava Myloradovych
Content fairy. Verbing around the brightest moments in Fintech for INSART.
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