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Get in sync with bold moves, unexpected partnerships, and latest trends in Wealthtech. This week our spotlight is on Worldline, M1 Finance, iCapital, Fidelity, LevelField, AdvisorEngine, Pix, and data storage strategies for wealth management companies.


Worldline, a leading payment services provider, has secured its own virtual space in the Metaverse’s Decentraland. Now it’s aiming for a mix of real and virtual payment infrastructure.

Read the full article here.

M1 Finance reveals it will move its platform to Vault Core by Thought Machine, a UK core banking software provider. With this product engine, M1 plans to turbocharge its future launches.

Read the full article here.

US iCapital acquires advisor platform Simon Markets to power its alternative investment solution.

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Fidelity joins forces with Canadian Fintech Conquest to bring to the UK exclusive AI-powered financial planning tools.

Read the full article here.

Everyone can build. Few can create Wealthtech masterpieces.

LevelField, the US financial service provider that blends banking and digital assets, will enhance its digital side security on IBM Cloud by using METACO’s Harmonize. 

Read the full article here.

AdvisorEngine unwraps its newly polished suite for portfolio management. Now the users of the platform can enjoy more performance reporting capabilities.

Read the full article here.

The ground-breaking Pix system skyrockets through record bars yet again, and its future course is no longer a secret.

Read the full article here.

Many wealth management firms are now trudging through data swamps. Yaela Shamberg, co-founder and CPO at InvestCloud, shares on how to keep the data waters clear.

Read the full article here.

Everyone can build. Few can create Wealthtech masterpieces.

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What makes our developers stand out is their thorough understanding of financial concepts, which helps them build best-in-class gear. By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial wellbeing.

Want to know a curious fact? Our expertise saves you at least 25% of time compared to teams inexperienced in the business domain area. To learn more, contact Vasyl Soloshchuk or schedule a call with one of our tech experts. See you on the innovation side!

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