News results for Finantix

Technology
24 March 2021

Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?

Wealth managers which are systematizing client intelligence and empowering their advisors with...

M and A
3 February 2021

Wealthtechs Agree Strategic Merger, Expand Global Reach

Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth...

People Moves
30 November 2020

Finantix Boosts Asia-Pacific Teams

The firm has been building out teams in the Asia-Pacific region and today a third of its total...

People Moves
5 June 2020

Christine Ciriani Named Finantix CEO

The firm's co-founder is moving over to focus on product strategy at the Swiss-based fintech. It...

M and A
11 March 2020

Finantix Buys Swiss AI Capabilities

The equity-backed fintech has snapped up AI expertise in Switzerland to accelerate AI's increasing...

People Moves
17 January 2020

Who's Moving Where In Wealth Management? - Quilter, Finantix

The latest moves in the Asia-Pacific region's wealth management industry. ...

People Moves
28 November 2019

Finantix Opens Australia Office

The firm argues that there is considerable upside for technology-driven solutions in the Australian...

Technology
27 August 2019

Asia Has Been Growth Engine, But Don't Ignore Europe - Finantix Founder

The Asia-Pacific region has been a powerful demand driver for technology among wealth managers but...

People Moves
24 July 2019

Finantix Targets Japanese, South Korean Markets With New Tokyo Team

Wealthtech provider appoints country manager to spur APAC growth. ...

People Moves
23 May 2019

Finantix Appoints CFO As Growth Continues

The CFO comes on board as the firm continues to expand in Asia, Europe and the Americas. ...

Comment & Analysis results for Finantix

Technology
8 November 2019

WEALTH TALK: Focus On Finantix

This publication sits down with the founder and CEO of Finantix. ...

WM Market Reports
17 October 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management...

Technology
20 December 2017

Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across The Client Life Cycle

The publisher of this news service, alongside EY and Finantix, is producing a major report on what...

Technology
8 December 2017

Research – “Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across the Client Life Cycle”

Our new report, produced in partnership with Finantix and EY, cuts through all the hype about...