WealthTech

Savvy Wealth, an AI-native registered investment advisor (RIA) serving independent financial advisors, has rolled out its own private markets programme, giving advisors on its...

Kalshi, the New York-based regulated exchange for event contracts, has reportedly secured $1bn in fresh capital at a $40bn valuation as it looks to...

Wealth management firms face growing pressure to expand social media access for financial advisers while maintaining effective compliance oversight, as new research highlights the...

Key European WealthTech investment stats in Q3 2026: European WealthTech investment surged 2.9x YoY in Q3 2026 Average deal value grew 2.6x to $22m...

Institutional investors are no longer short of climate data. What they lack, according to Ortec Finance, is a reliable way to turn that data...

Vestmark, a wealth management technology and services provider, has joined forces with Allspring Global Investments, an asset manager with $603bn in assets under advisement,...

Monzo, the UK-based digital bank, has gone live in Spain, rolling out a range of accounts tailored to Spanish consumers, families and companies as...

Wealthsimple, a Canadian financial innovator, has agreed an equity round worth up to CAD $425m, which values the company at CAD $13.8bn post-money. The deal...

Jump, a provider of AI tools for financial advisors, has expanded its relationship with Anthropic by introducing client meeting data and seven purpose-built workflows...

FINNY, an AI-powered growth platform for financial advisors, has launched a Model Context Protocol (MCP) connector for Claude for Financial Advisors, bringing prospecting data,...