27 February 2023

Wells Fargo launches in-app product for wealth management customers

Wells Fargo has launched LifeSync, a personalised digital platform to help its customers plan and track their money.  The product...

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14 February 2023

SUMA acquires Reel to further help Latinos build wealth

SUMA Wealth, a fintech dedicated to improving the financial wellbeing of young US Latinos, has acquired savings platform Reel.  As...

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18 January 2023

FNZ acquires Germany’s Fondsdepot Bank

Wealth management provider FNZ has acquired Germany-headquartered Fondsdepot Bank.   The acquisition is the latest in Germany by FNZ, having previously...

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12 September 2022

FNZ to acquire specialist wealthtech provider DIAMOS

Wealth management firm FNZ has agreed to acquire DIAMOS, a specialist wealthtech provider based in Germany. DIAMOS serves the entire wealth...

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14 February 2022

Wealthtech FNZ raises massive private equity investment

FNZ, the provider of a global wealth management platform for institutional clients, has raised $1.4 billion of new equity funding....

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3 August 2021

Lloyds Banking Group to acquire Embark for £390m

Lloyds Banking Group is acquiring Embark Group, one of the largest retirement solutions providers in the UK, for £390 million....

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18 June 2021

JPMorgan Chase to acquire UK wealthtech Nutmeg

JPMorgan Chase has struck a deal to buy UK-based digital wealth management provider Nutmeg. Reports value the transaction at £700...

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14 June 2021

Standard Chartered partners with Franklin Templeton to launch Autumn

SC Ventures, the innovation and ventures unit of Standard Chartered, and asset management firm Franklin Templeton have partnered up to...

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