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Wealth management Stories - Page 8

Australian Stories

Wealth management stories

Selfwealth by Syfe relaunches app with auto-invest tool
Fintech

Selfwealth by Syfe relaunches app with auto-invest tool

Selfwealth by Syfe relaunches its app in Australia with an auto-invest tool, helping 130,000 users make disciplined, scheduled investments.

By Sean Mitchell • 4 min read • Mon, 23rd Feb 2026
Boman Group appoints China expert to advisory board
Risk & Compliance

Boman Group appoints China expert to advisory board

Boman Group appoints China specialist Professor Charles Qin to its advisory board as it expands cross-border investment across the region.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 12th Feb 2026
Zerocap unveils Bitcoin-to-ETF swap & credit tools
Crypto

Zerocap unveils Bitcoin-to-ETF swap & credit tools

Zerocap unveils instant Bitcoin-to-IBIT swap, letting big investors move into BlackRock's spot ETF structure without exiting BTC exposure.

By Joseph Gabriel Lagonsin • 4 min read • Tue, 10th Feb 2026
Openmarkets boosts board ahead of planned Nasdaq listing
Crypto

Openmarkets boosts board ahead of planned Nasdaq listing

Openmarkets adds two non-executive directors and a new CFO to bolster governance and growth plans ahead of its proposed Nasdaq listing.

By Karen Joy Bacudo • 3 min read • Mon, 9th Feb 2026
Revolut hits 1m Aussie users, plans AUD $400m push
Disaster Recovery

Revolut hits 1m Aussie users, plans AUD $400m push

Revolut passes 1m Australian customers and vows nearly AUD $400m investment, stepping up its challenge to local digital banking rivals.

By Melania Watson • 4 min read • Mon, 9th Feb 2026
Openmarkets in USD $300m SPAC merger for Nasdaq listing
Software-as-a-Service

Openmarkets in USD $300m SPAC merger for Nasdaq listing

Sydney-based Openmarkets to go public on Nasdaq via USD $300m SPAC merger with Lake Superior, targeting completion in 2026.

By Karen Joy Bacudo • 3 min read • Wed, 28th Jan 2026

Global Stories

Wealth management stories

Contented raises NZD $4.1m to fuel AI expansion
Customer Relationship Management

Contented raises NZD $4.1m to fuel AI expansion

Christchurch AI startup Contented raises NZD $4.1m seed round to grow its meeting-minutes platform and push into Australia, UK and US.

By Melania Watson • 4 min read • Thu, 12th Feb 2026
ZeroDrift raises USD $2m to power real-time compliance
Customer Relationship Management

ZeroDrift raises USD $2m to power real-time compliance

ZeroDrift emerges from stealth with USD $2m to automate real-time compliance checks on outbound communications in regulated industries.

By Sofiah Nichole Salivio • 4 min read • Wed, 11th Feb 2026
Azzet appoints Yvonne Howie to board for global push
Fintech

Azzet appoints Yvonne Howie to board for global push

Marketplace platform Azzet adds veteran Australian executive Yvonne Howie to its board as it ramps up governance for global expansion.

By Joseph Gabriel Lagonsin • 4 min read • Thu, 5th Feb 2026
Banks struggle to turn AI spending into real revenue gains
Digital Transformation

Banks struggle to turn AI spending into real revenue gains

Banks worldwide pour billions into AI, but Dyna.Ai warns only a small minority are turning pilots into tangible, scalable revenue gains.

By Shannon Williams • 4 min read • Wed, 4th Feb 2026
WealthArc expands custodian network & builds AI agents
Data Analytics

WealthArc expands custodian network & builds AI agents

WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.

By Sofiah Nichole Salivio • 4 min read • Tue, 3rd Feb 2026
Azzet appoints Henry Stoever to board for global push
EduTech

Azzet appoints Henry Stoever to board for global push

Azzet names governance veteran Henry Stoever to its board as it accelerates the global rollout of its premium asset marketplace.

By Joseph Gabriel Lagonsin • 3 min read • Fri, 30th Jan 2026
HCLTech to buy Singapore wealth consultancy Finergic
Digital Transformation

HCLTech to buy Singapore wealth consultancy Finergic

HCLTech moves to deepen its wealth management push with a deal to acquire Singapore-based consultancy Finergic, pending approval by 2026.

By Karen Joy Bacudo • 3 min read • Wed, 28th Jan 2026

Stories from Other Regions

Wealth management stories

WealthAi raises $1m to expand UK AI wealth platform
Customer Relationship Management

WealthAi raises $1m to expand UK AI wealth platform

WealthAi secures $1m pre-seed to scale its modular AI wealth platform for UK advisers, targeting system sprawl and manual workflows.

By Catherine Knowles • 4 min read • Fri, 30th Jan 2026
Upvest, Boerse Stuttgart partner on securitised trades
Fintech

Upvest, Boerse Stuttgart partner on securitised trades

Upvest links with Boerse Stuttgart to add securitised derivatives trading to its Investment API for banks and fintechs across Europe.

By Mark Tarre • 4 min read • Thu, 29th Jan 2026
Feijoa joins Fintech Lab to boost Kiwis' KiwiSaver
Fintech

Feijoa joins Fintech Lab to boost Kiwis' KiwiSaver

Feijoa joins Creative HQ's Fintech Lab to scale its round-up saving app, aiming to lift inconsistent KiwiSaver contributions nationwide.

By Kaleah Salmon • 2 min read • Fri, 23rd Jan 2026
Asian investors favour bonds as fixed income dominates
Foreign exchange

Asian investors favour bonds as fixed income dominates

Asian investors poured USD $28.2 billion into bond funds in 2025, making fixed income the region's anchor allocation amid volatility.

By Mark Tarre • 4 min read • Wed, 21st Jan 2026