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