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WealthTech Weekly: September 23, 2022

Welcome to the news highlights of this week.

- Bambu launches a next-gen financial planning solution

- Docupace amplifies its executive team

- Finnovate nets almost $1 million to scale

- Skience presents a tiered platform for wealth managers

- Ellevest shares alarming figures

- Financial Advisor has current trends in financial advice on the radar

Let’s get each in the spotlight.

Big names, new names

A global B2B Wealthtech Bambu took the wraps off their unique Wealth Management Predictive Planning solution for Microsoft Cloud. The predictive analytics of the new product will allow financial advisors and other financial service providers to suggest to their clients the best-tailored options in financial planning.

Read more here.

 

Docupace, a technology leader in cloud Fintech software for document management, replenished its leadership resources by welcoming new execs and managers.

Read more here.

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Indian Wealthtech startup Finnovate received about $1 million in its pre-series A round. The funds will fuel the scaling of Finnovate’s wealth management offering and financial education platform. 

Read more here.

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Skience, which fosters digital transformation with its offering for wealth managers, presented a three-tier platform for wealth management firms of all sizes. The company’s move aims to help developing wealth industry businesses gain access to top-class technology at a reasonable cost.

Read more here.

 

Bigger picture

New insights into women’s financial health might help fine-tune Wealthtech services. Ellevest, women-led Wealthtech services provider, launched new index research, and the data released shows figures to think over.

Learn more here.

 

Jack Sharry of Financial Advisor magazine has spotted three financial advice trends that set the tone for the industry. 

Learn more here.

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

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  • We assemble dedicated teams for Fintech projects and manage them long-term. 
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