Wealth management stories
Global study finds 78% use AI for investment insights
Yesterday
#
digital transformation
#
fintech
#
genai
Study finds AI now shapes investment research for 78.3% of users, with strongest enthusiasm in the Middle East and Latin America.
Addepar opens Singapore hub to expand Asia-Pacific reach
2 days ago
#
saas
#
data analytics
#
digital transformation
Addepar sets up Singapore base for product engineering and commercial teams as it deepens support for clients across Asia-Pacific wealth markets.
Bitget launches IPO Prime with SpaceX-linked pre-sale
5 days ago
#
spacetech
#
crypto
#
fintech
Bitget opens retail pre-IPO access with SpaceX-linked tokenised offering, as the exchange pushes deeper into private-market trading and tokenisation.
Feijoa named INFINZ innovation finalist for KiwiSaver app
Last week
#
data protection
#
fintech
#
risk & compliance
Feijoa's round-up savings app earns INFINZ Awards innovation finalist spot as the fintech targets bigger KiwiSaver balances.
FNZ launches premium Select service for wealth clients
This month
#
digital transformation
#
fintech
#
cx
FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.
Revolut posts USD $2.3b profit, 99% NZ revenue growth
Last month
#
fintech
#
martech
#
risk & compliance
Revolut's 2025 results show surging customer balances, stronger transaction volumes and rapid New Zealand growth as it expands its banking reach.
Robinhood fund buys into Stripe, AI start-up ElevenLabs
Last month
#
fintech
#
risk & compliance
#
genai
Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.
moomoo boosts New Zealand push with hires, premium tier
Last month
#
fintech
#
cx
#
martech
moomoo steps up its New Zealand expansion with first local hires, a high-net-worth Priority tier and investor workshops in Auckland.
OneVest unveils AI-powered workspace for wealth firms
Last month
#
crm
#
document management
#
digital transformation
New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.
Bybit unveils AI Trading Skill for automated crypto trades
Last month
#
crypto
#
fintech
#
risk & compliance
Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.
Alchelyst merger creates unified private markets platform
Last month
#
digital transformation
#
fintech
#
cx
Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.
Plaid, Perplexity launch AI-powered portfolio tool
Last month
#
fintech
#
risk & compliance
#
genai
Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.
Entrepreneurs turn to AI for efficiency, not new markets
Last month
#
robots
#
manufacturing
#
data analytics
Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.
Feijoa wins audience vote with KiwiSaver round-up app
Last month
#
fintech
#
risk & compliance
#
creative hq
KiwiSaver round-up app Feijoa has clinched the Audience Choice award at the Kiwibank Start Up Pitch Breakfast in Wellington.
Backbase names Didier Van der Coelden CFO for AI push
Last month
#
saas
#
digital transformation
#
fintech
Backbase appoints Didier Van der Coelden as CFO to steer growth and AI-led banking platform expansion across its global operations.
NZ luxury homes scarce as visa change drives demand
Last month
#
smart cities
#
property market
#
real estate
New Zealand faces a squeeze in ultra-luxury homes as visa rule changes unleash overseas demand for properties above NZD $5 million.
Addepar unveils Addison AI to power wealth insights
Last month
#
data analytics
#
digital transformation
#
fintech
Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.
MSCI names Dinesh Gupta Chief Data & Operations Head
Last month
#
data analytics
#
digital transformation
#
ai
MSCI appoints ex-Goldman executive Dinesh Gupta as Chief Data Officer and Global Head of Operations to drive its data and AI strategy.
AI scales in APAC finance as tokenisation gains pace
Last month
#
digital transformation
#
biometrics
#
fintech
APAC finance firms race to scale AI from pilots to production as tokenisation and blockchain investments signal deeper market overhaul ahead.
Anthropic boosts Claude Cowork with new plugins, admin tools
Fri, 27th Feb 2026
#
saas
#
devops
#
digital transformation
Anthropic upgrades Claude Cowork with private plugin marketplaces, richer admin controls and Office-linked workflows for enterprise teams.