Founders

Agentic AI has captured the minds of many in the wealth management sector. With its ability to replicate human interactions, there are various natural...

What if you could scale a single lawyer into hundreds without compromising on trust, precision, or regulatory expertise? At Zeidler Group, that question isn’t...

Self-service investment tools are becoming a core pillar of wealth management, with it serving as an important entry point for many, according to Tamara Kostova, Founder and CEO of WealthTech company Velexa.

As the wealth management sector continues to attract more people and the marketplace becomes crowded with more providers, data analytics could be an important differentiator.

The investing world has changed dramatically over the past couple of decades. What was once reserved for the wealthy has now become available to everyone thanks to the proliferation of WealthTech and digital investing tools.

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that will shape the last few months of 2025. 

WealthTech has helped to democratise the world of investing. What was once locked off to the wealthy has now been made more accessible with some providers enabling investments from as little as $1.

Data privacy continues to become an important topic for regulators around the world, as more regulations are released each year bolstering rules to ensure...

The global neobanking market was valued at $143.2bn in 2024 and is expected to reach $3.4trn by 2032, according to Fortune Business Insights. While this will bring more competition for the digital banking sector, wealth management could also be impacted.

With culture, pace and processes changing across all walks of life, the pressure is on for financial institutions as consumers are now demanding seamless,...