Managers of Wealth Americas

Accenture Invests in GoUpscale to Reinvent Digital Content and Engagement in Wealth Management

Intapp to acquire real estate software firm TermSheet

Intapp will combine TermSheet's commercial real estate tech with DealCloud, the CRM platform it acquired in 2018.

Broadridge Collaborates with Fnality to Enable Real-Time Settlement for Intraday Repo Transactions

Fnality's digital representation of funds held at central banks serves as a settlement rail for Broadridge's DLR platform bringing greater efficiency, liquidity and risk reduction to financial markets in both the U.S. and Europe

Northern Trust: 21% of private market investors allocate to crypto and digital assets

A noteworthy statistic that was unearthed is that cryptocurrencies and other digital assets are invested in by 21% of those that allocate to private markets.

Redhawk Wealth Advisors, Inc. Implements Leading Cyber Security Solution to Protect Clients

For financial advisors, integrating cybersecurity policies is not just about meeting regulatory demands, it is about safeguarding business continuity and cultivating client confidence.

Syz outlines alternative assets revolution

Alternative investments have long been viewed as a crucial component of any diversified portfolio, offering returns that not directly correlated with traditional equities and bonds.

OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor

Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation.

Arete Wealth Announces Partnership with Envestnet to Enhance Advisory Platform

Top Broker-Dealer Continues Technology Expansion to Elevate Advisory Solutions

Objectway Named an Awardee in the 2025 Wealth Professional Awards for WealthTech Service Provider of the Year!

As an awardee, Objectway has been recognized for its ability to stay ahead of the curve, providing transformative solutions that enhance client engagement, advisor and investment management.

Mphasis granted US patent for quantum prediction system

This solution transforms high-dimensional classical input data into an enhanced feature space in quantum format.

Broadridge Launches Global Digital Assets Solutions

Enabling financial institutions to scale digital asset strategies effectively in compliance with global regulation, while further enhancing investor education and choice

Global Finance Names The Innovators 2025 – The Most Innovative Banks and the Most Innovative Financial Technology Companies

This is Global Finance’s twelftth annual awards program recognizing entities that regularly identify new paths and design new tools in finance.

Sunbit Recognized for Innovation and Rapid Business Growth with Five Prestigious Awards

Industry recognition from ADSO, Deloitte, Forbes, Inc., and the Los Angeles Business Journal underscore Sunbit’s strong demand and leadership

Digital Wealth Partners Enables Access to Custody Support for Stellar Lumens (XLM)

Through its partnership with Anchorage Digital, Digital Wealth Partners connects clients to institutional-grade custody infrastructure, offering protections such as insurance coverage and bankruptcy-remote safeguards.

Investments in AI and Digital Asset Surge While Data and Legacy Tech Challenges Persist, Broadridge Digital Transformation Study Finds

Over half (58%) of financial services technology and operations executives globally identified data harmonization as the ideal driver for maximizing their return on investment

Hargreaves Lansdown extends free electronic voting service to US and Canadian stocks, giving 1.9m retail investors a greater voice

The electronic service, which has been available for UK and EU equities since January 2023

FinTech