How AI slashed a wholesaler’s quote processing by 67%
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...
Why wealth managers are rethinking how they analyse public and private assets
The structure of wealth portfolios has changed dramatically over the past decade. Private equity, private credit, infrastructure and other alternative assets are no longer...
Why trusted data is Luxembourg’s next financial frontier
In a conversation published by LSEG Data & Analytics, Vincenzo Giunta, president of the Luxembourg Financial Markets Association (LFMA), and David Thomas, head of...
Digital assets in wealth management: what banks must do now
Digital assets have moved well beyond their speculative origins to become a recognised component of mainstream financial markets, according to the WealthTech Radar 2026,...
Aiviq launches AI-powered app on Snowflake Marketplace
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...
Capsa AI raises $18m Series A for private capital AI
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,...
WealthReach raises $1m seed round to scale AI growth platform
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...
NinjaOne hits $12.3bn valuation with $400m Series C extension
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...
SyntheticFi raises $13m and hits $2bn in assets
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...
Oxford Finance closes $400m asset backed securitisation
Oxford Finance, a specialty finance firm that provides senior secured loans to businesses globally, has completed a private placement transaction involving the sale of...
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