WealthTech

Performativ, an AI-native operating system for wealth management, has closed a $14m Series A funding round led by Deutsche Börse Group. The round also drew...

Kashable, a mission-driven FinTech platform offering employer-sponsored financial wellness services, has closed a $60m Series C funding round. The round was led by Sustainable Investing...

Customers Bank has announced a multiyear strategic collaboration with OpenAI aimed at deploying artificial intelligence across its commercial banking operations. The partnership will see Customers...

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...

eToro, a social trading and investing platform, has announced the launch of the eToro App Store, an AI-enabled marketplace where investors and developers can...

SimCorp, a global investment management software provider, has announced Agent Launchpad, a new agentic AI ecosystem designed to help investment managers discover and deploy...

Goldwise, a UK FinTech founded by former Royal Mint executives, has launched a mobile trading platform designed to give savers and investors a simpler...

Nearly half of consumers worldwide are now turning to artificial intelligence to inform their savings and investment choices, according to EY, a professional services...

Document management specialist M-Files has unveiled three new industry-specific applications: M-Files for Tax Advisory, M-Files for Quality, and M-Files for Contracts. This marks a...