Managers of Wealth Americas

US digital asset firm FalconX lands EU MiCA approval

The California-based prime broker will use the approval to passport its digital asset trading, financing, and custody services to financial institutions among all 27 EU member states.

BNY Expands Relationship with Circle and Adds to Institutional-Grade Stablecoin Enablement Services

BNY to Provide Comprehensive Stablecoin Services Combining Custody with Mint and Burn Capabilities

BankTech Ventures Deploys More Than $15M in Early-Stage Fintechs, Spanning AI and Stablecoin Solutions

Strategic investment fund enters its fifth year, growing beyond $150M managed and with more than 125 participating banks

Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals

New relationship brings lifecycle management, analytics and performance reporting capabilities to investment professionals across Canada’s premier wealth management firms

Asset-Map Launches Growth Partners Program

In other advisor technology news, Jump introduces AI onboarding tools, while Taxfyle debuts tax planning for RIAs and Gridline partners with Hamilton Lane on benchmarking.

Arca Raises $64 Million to Revolutionize and Humanize Wealth Management at Scale

Breakthrough wealth management company emerges from stealth with a model built around the advisor-client relationship, supported by purpose-built AI infrastructure

Goldman Sachs leads $110 million round in financial AI firm Taktile

One of the world’s largest insurers is running multiple use cases on Taktile, with projected cost efficiencies of over $90M in claims processing alone.

SS&C Black Diamond Wealth Solutions’ TAMP Exceeds USD 2 Billion in Assets

Demand for modular, integrated managed account services drives rapid advisor adoption

FusionIQ buys wealth technology firm Marstone

Following the deal, both founders of Marstone will take senior roles at FusionIQ.

The Fintech Landscape of Central America: Guatemala in 2026

They are one of its defining features, supporting household consumption, education, housing and small businesses across the country.

Thredd and Sutton Bank to support US card programme expansion for global brands

The partnership is designed to address a specific challenge for global fintechs and embedded finance providers entering the US market

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks

Thredd and Sutton Bank Partner to Power U.S. Card Program Expansion for Global Brands

Partnership provides BIN Sponsorship and modern issuing processing, to launch and scale prepaid or debit card programs in the market

Aviso Advances Technology Modernization with Broadridge Wealth Platform

This includes deepening its collaboration with Broadridge as part of a broader partner ecosystem.

State Street Investment Management Accelerates Digital and Tokenization Innovation

New solution is among the first GENIUS Act-aligned government money market funds to support stablecoin issuance at scale

Merit Financial taps Prizm to bring digital insurance into its wealth management offer

The RIA aims to close the gap between financial planning and personal insurance coverage.

Janus Henderson and General Catalyst’s Percepta Build AI-Native Investment and Client Tools, Powered by Anthropic's Claude

Global asset manager works with Percepta, a General Catalyst Transformation Company, to develop AI-native research and client-engagement tools and to roll out Claude across the firm

FinTech