Founders

Artificial intelligence is quickly becoming the defining battleground for wealth management. From predictive portfolio analysis to automated client engagement, firms across the industry are...

Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...

The Financial Conduct Authority (FCA), the UK’s financial regulator, recently announced its plans to regulate ESG ratings, with the aim to make them more...

WIDTH, an AI-native all-in-one compliance platform, has been recognised among the FinCrime50 — a prestigious selection of the most innovative companies tackling financial crime....

Picture an all-too-common scenario. A high-net-worth individual sells part of his crypto holdings. The profits are transferred to his bank account. But what then...

The global regulatory landscape is continuing to grow in complexity every year and financial institutions are trying to find the best way to cope....

For IRALOGIX, 2025 was a milestone year. Not only did the company celebrate its 10-year anniversary, but it was an inflection point for the...

As wealth management firms continue to pursue generative AI capabilities, exploring worthwhile use cases and where the most value can be found, a core...

Improving communication capabilities might not strike wealth management firms as important as tools that streamline trading or insight generation. However, Michael Lynch, chief operating...

Data is the lifeblood for modern finance, and how it’s managed can make or break a business. QUODD was built to help firms improve...