Wealthtech

Vestr, an End-to-End Digital Platform for Investment Certificates

The COVID-19 health crisis continues to claim more victims with now more than 5 million people infected, and over 330,000 deaths, according to the latest data from the Johns Hopkins University of Medicine. With many countries still remaining on lockdown

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Vorsorge-Fintech Sparbatze Gewinnt GL Mitglied von Bank Cler als Partner

Mit Peter Schnellmann stösst ein erfahrener Banker und Vertriebsexperte zur Sparbatze AG. Er wird beim Zürcher Fintech-Startup die Distribution und das Partnergeschäft aufbauen. Die neue unabhängige digitale Vorsorgeplattform, die von Oliver Steeg und Ivan Sosio gegründet wurde, geht im Juli

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Additiv Digital Investment Management Solution Goes Live at Postfinance

PostFinance, one of the leading retail financial institutions in Switzerland, and additiv, a leading SaaS provider to the wealth management industry, today announce the successful implementation of a new, 100% digital investment platform for PostFinance customers. The platform supports four

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Swiss Association Issues Industry Standards for Custody and Management of Digital Assets

First initiative by the Swiss financial industry to agree on a common standard in the path to digitalization. The Capital Markets and Technology Association (CMTA), an independent Swiss association bringing together actors from the financial, technological and legal sectors, releases

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14 Swiss Companies Make up 2020 WealthTech 100 List

Specialist research firm Fintech Global has released its annual WealthTech100 list, which recognizes the 100 most innovative wealthtech companies in the world. This year, 14 Swiss companies made the list. Over the past four years, the global wealthtech industry has

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Wealthtech Switzerland Report: 300+ Providers Are Serving the Swiss and Liechtenstein Sector

More than 300 tech providers from 21 different countries are currently serving wealth managers in Switzerland and Liechtenstein. Amongst these, 170 are homegrown Swiss companies, according to a new report by the Wealth Mosaic, a knowledge resource for the wealth

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A German Robinhood Style Free Trading Platform Raises €62 Million Series B

Mobile investing pioneer Trade Republic announced it has raised a €62 million Series B round led by Accel and Founders Fund, to further the development of a European platform for mobile saving, investing, and trading. One of the largest Series

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additiv Enables Wealth Managers To Get Ahead Of The Coronavirus Crisis

additiv, a leading SaaS provider to the wealth management industry, today launches an industry first: a rapid, risk-free route to digital wealth management. The KickStarter solution comes at a time when the industry needs it most. Digitization has been gradually impacting

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European B2B Wealthtech Startup InvestSuite Raises €2 Million

InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million is bringing its total funding since its start in June 2018 to €6

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Erstes Investment von Avaloq Ventures geht an eine Multi-Custody-Lösungs Platform

Assetmax und Avaloq haben eine strategische Partnerschaft geschlossen. Ziel ist es, innovative digitale Lösungen für Banken zu entwickeln, indem die Synergien zwischen der branchenweit führenden Multi-Custody-Plattform von Assetmax und dem Open-Banking-Ökosystem von Avaloq optimiert werden. Im Rahmen der Transaktion erwirbt

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