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WealthTech Weekly: October 7, 2022

Welcome to the news highlights of this week.

- BME’s fintech subsidiary kicks off a top-class Wealthtech marketplace

- Dynasty Financial partners with Allocate

- Ardian joins forces with iCapital

- Finax becomes the first to bring PEPP to Slovakia

- Huddlestock's Wealthtech SaaS now enables Tomorrow’s services

- TD Asset Management picks Beacon Platform’s buy-and-build model

- Charitable Impact opens up new opportunities for wealth managers

Let’s add details to that.

Big names, new names

BME’s Openfinance has marked its 20 years in the market with the launch of Openfinance Ecosystem. The service will allow companies and startups to collaborate without spending extra costs on integrations.

Read more here.


Dynasty Financial Partners, a Wealthtech with $70B in managed assets, has partnered with Allocate to enable top-class access to venture funds for its RIAs.

Read more here.


More partnerships on the horizon: Ardian and iCapital have teamed up. A leader in transforming alternative investment management, iCapital will provide Ardian’s private market investment strategies to wealth managers via Allfunds.

Read more here.


Pan-European Personal Pension Product (PEPP) now enters Slovakia through Bratislava-based Finax. The company has become the first to obtain a PEPP license to serve clients in this country.

Read more here.

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Huddlestock, a premier technology provider for capital markets, treasury, and wealth management, enabled the new climate equity fund of German Fintech bank Tomorrow. The bank’s investment service uses Huddlestock's white-label TradeTech SaaS solution, which powers Tomorrow’s app within the frame of Solaris’ brokerage-as-a-service.

Read more here.


Toronto-headquartered TD Asset Management now employs Beacon Platform’s buy-and-build model for improved risk management and pricing. 

Read more here.


SMArtX Advisory Solutions has added six new investment and asset management firms to its turnkey asset management platform.

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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