Managers of Wealth Americas

CredCore Secures Win in Banking Category at 2025 Money20/20 Awards

This recognition underscores CredCore's mission to modernize credit markets through AI‐native infrastructure software.

JPMorgan Tokenizes Private Equity Fund as Dimon Declares ‘Crypto is Real’

The transaction was completed on the bank’s private, permissioned blockchain network.

Why AI and Crypto Are Gaining Ground in Family Office Portfolios

While portfolio allocations in traditional assets, such as stocks and bonds, are not going anywhere soon, investments that were once looked upon with skepticism are now picking up steam among the world’s most sophisticated investors.

WisdomTree Appoints BNY for Banking-as-a-Service Infrastructure for Digital Assets

The collaboration positions WisdomTree as BNY’s first retail digital assets BaaS client

GBC taps Thought Machine to modernise core banking system

GBC will transition its core banking product development to Thought Machine’s cloud-based platform, Vault Core.

Tokenization Moving from Hype to Reality Across Financial Services, Broadridge Report Reveals

The whitepaper is based on the 2025 Broadridge Tokenization Survey

SEI Reports Third-Quarter 2025 Financial Results

We are making targeted investments in technology and talent, allocating capital to the highest-return opportunities

Truist debuts One View Connect pilot, enabling multi-platform ERP banking for wholesale clients

Developed in partnership with Koxa, Truist's latest embedded finance innovation delivers connected banking, intelligent automation and greater financial agility

Streetbeat raises $15m to scale AI for wealth managers

Its flagship product, StreetbeatPRO, allows wealth managers, financial institutions, and brokerages to automate key investment and advisory processes through off-the-shelf or customised AI agents.

Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors

AI-Powered Process Agents Designed Uniquely for Advisory Firms’ Secure Ecosystems

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

Mexican fintech Plata sees valuation exceed $3bn

Plata, a startup based in Mexico and founded by three former Tinkoff executives has completed a $250m fund raise.

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

Plus500 Surpasses $1 Billion in US Futures Funds

The fintech group said it remains on track to meet full-year revenue and EBITDA guidance.

AI-Powered Scams Fooling Financial Advisors, State Regulators Warn

Criminals are using FraudGPT and WormGPT to target “thousands” of potential victims

Broadridge’s Distributed Ledger Repo Platform Processes $339 Billion in Average Daily Trade Volumes in September

September 2025 ADV up 650% Year Over Year, Highlighting Rapid Growth in Tokenized Real Asset Settlement

Finastra’s Americas Lending Day Highlights Digital Innovation, Market Growth, and Customer-Centric Strategies

The event also highlighted the crucial role of AI and automation in streamlining operations, risk assessment, and client engagement.

Non-Bank Players Set to Claim One-Fifth of Corporate and Investment Banking Revenues by 2030, Reshaping the Future of Capital Markets

BCG’s analysis shows that AI could free up to 25% to 40% corporate and investment banker capacity by 2030

J.P. Morgan Payments named Payment Technology Provider of the Year by Tearsheet

Tearsheet recognized J.P. Morgan Payments for its scale, innovation, and measurable client impact through technology-driven payments infrastructure.

$19 billion crypto blood bath

Investors lose billions as US-China tariff war deepens

FinTech