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WealthTech Weekly: October 14, 2022

Welcome to the news highlights of this week.

- Wedbush becomes the biggest outside shareholder in Velocity Trade

- Grip gets SDIs on the NSE exchange’s list

- Fino Labs raises millions in USD to bring language AI to Wealthtech

- Prudential taps Google Cloud to enhance its Wealthtech offering

- Docupace snaps former Envestnet and Pershing Executive

Let’s zoom in on that.


Big names, new names

Wedbush Financial Services continues its expansion by acquiring a significant stake in global brokerage Velocity Trade. Regulatory approval is yet to follow and confirm Wedbush’s status as the company's largest outside shareholder.

Read more here.

Alternative investment platform Grip spearheads the adoption of exchange-traded Securitised Debt Instruments (SDI) in Wealthech. Indian National Stock Exchange (NSE) listed Grip’s SDIs this Friday.

Read more here.

Fano Labs, a provider of AI-powered voice analytics system, has scooped millions of dollars to broaden its footprint in the Greater Bay Area and Southeast Asia. Its product helps monitor sales compliance by analyzing audio records for mistakes and fraudulent activity.

Read more here.

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Google Cloud’s ecosystem and technology will boost digital transformation at London-based Prudential plc. The tech giant’s capabilities will also help enhance the user engagement of Pulse, Prudential’s health and wealth platform.

Read more here.

Docupace got a new Chair of its Board of Directors. Brad Bernstein’s place goes to Lori Hardwick, Board Member of Cetera, Orion, Cerity Partners, and Vestwell.

Read more here.

Huddlestock Fintech’s clients will receive market and fundamental equity data from Morningstar. According to the agreement between the companies, end clients will get the data from major European and US exchanges through Huddlestock’s white-label trader solution. 

Read more here.

Bigger picture

CEO of Wealthtech platform Charitable Impact has revolutionized the way in which wealth holders can engage in charitable activities, and wealth managers play a crucial role in it.

Read more here.

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