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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.

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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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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!

WealthTech Weekly June 24, 2022

WealthTech Weekly June 24, 2022

Welcome to the news highlights of this week in Wealthtech.  What’s going on: Advisor Group inks a remarkable deal, National Securities faces a $9M fine, Nomura and Instinet unwrap a…

WealthTech Weekly June 17, 2022

WealthTech Weekly June 17, 2022

What’s going on: Morgan Stanley puts to use impressive $460b to dominate wealth management, Upvest closes one of the biggest German Fintech funding rounds, The Lang Cat presents its MPS…

WealthTech Weekly June 10, 2022

WealthTech Weekly June 10, 2022

What’s going on: Wealthtech Lumiant nets $3M, Photon Commerce inks a collaboration with Identifee, Monty Finance entrenches in all European markets, Rauva aims for 20M users in the Mediterranean, Stuart…

WealthTech Weekly May 27, 2022

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…

WealthTech Weekly May 20, 2022

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…

WealthTech Weekly May 13, 2022

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…

WealthTech Weekly Apr 29, 2022

WealthTech Weekly Apr 29, 2022

Why has Apple acquired a UK Fintech, Tangany's and Udaan's funding rounds, Zopa hits profitability, and “Juice funds.”

WealthTech Weekly August 2, 2021

WealthTech Weekly August 2, 2021

iCapital receives $4 billion valuation after latest fundraising round. AdvisorEngine hires Raj Madan as Chief Information Officer. All-in-one software provider, Advyzon, announces A Series of integrations with BNY Mellon’s pershing.