With an estimated 200+ regulatory updates each day, it is easy to understand why compliance teams often feel the pressure of keeping pace with change. To stop compliance teams becoming overwhelmed by the pace of change, firms are looking to digital regulatory change management solutions that can help streamline the monitoring of updates. Regulatory change management solutions help firms automate...

A top-three insurance wholesaler has dramatically overhauled its back-office operations after deploying AI automation tools from IntellectAI, cutting quote processing effort by 67% and document comparison time by 90%. The wholesaler, unnamed in IntellectAI's case study, was struggling under the weight of growing submission volumes and a fragmented carrier landscape. Brokers were spending substantial hours on manual data entry, validating quotes...

The structure of wealth portfolios has changed dramatically over the past decade. Private equity, private credit, infrastructure and other alternative assets are no longer niche allocations reserved for institutional investors. They are now a growing component of portfolios managed for high-net-worth and mass affluent clients alike. But as wealth managers broaden the range of assets they invest in, a new...

In a conversation published by LSEG Data & Analytics, Vincenzo Giunta, president of the Luxembourg Financial Markets Association (LFMA), and David Thomas, head of data trust at LSEG, explored how Luxembourg's financial centre has been shaped by decades of trust-building and why that foundation now positions the country as a natural candidate for a European trusted data hub. Giunta traced...

Digital assets have moved well beyond their speculative origins to become a recognised component of mainstream financial markets, according to the WealthTech Radar 2026, published by fincite. One chapter in the report, which can be found here, argues that the central question for banks is no longer whether to engage with digital assets, but how to build the governance...

Aiviq, a global client data platform for the investment management industry, has launched an AI-powered native app on the Snowflake Marketplace, giving joint customers direct access to investment analytics within their existing Snowflake environments. The app provides out-of-the-box access to Aiviq's client AUM, Flow, and Net Revenue datasets, alongside mastered client data covering companies and contacts, legal entities, agreements, and...

Capsa AI, a London and New York-based startup developing an AI operating system for private capital, has closed an $18m Series A funding round, bringing its total raised to $20m. The round was co-led by TX Ventures and Pivot Investment Partners, with significant participation from Bek Ventures. All existing institutional investors reinvested, including Antler, Outward VC, and Cornerstone VC, as well...

WealthReach, an AI-powered organic growth platform for registered investment advisors (RIAs) and wealth management firms, has raised $1m in seed funding and announced the formation of a strategic advisory board to support its expansion. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, with additional participation from other strategic investors. The...

NinjaOne, a unified IT operations platform serving nearly 40,000 organisations across more than 140 countries, has reached a $12.3bn valuation following the close of over $400m in Series C extensions. The funding round drew participation from Wellington Management, Teachers' Venture Growth (TVG), BDT & MSD Partners' affiliated funds, Sequoia Capital, ICONIQ, Hedosophia, NEA, Washington Harbour Partners, CapitalG, and Pinegrove Opportunity...

SyntheticFi, a WealthTech platform enabling registered investment advisors (RIAs) to offer portfolio-backed financing solutions, has surpassed $2bn in regulatory assets under management (RAUM) and revealed it has secured more than $13m in venture funding since its 2023 founding. The capital has been raised from a group of investors including Y Combinator, Social Leverage, NextGen VP, The Compound Capital Fund, and...