WealthTech

AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...
Bloomberg extends ASKB AI assistant to mobile devices

Bloomberg extends ASKB AI assistant to mobile devices

Bloomberg, the provider of the Bloomberg Terminal® service and the Bloomberg Professional mobile app, has unveiled a series of updates to ASKB, its conversational...
Snoop launches Future You savings visualisation tool

Snoop launches Future You savings visualisation tool

Snoop, a UK-based financial management app, has launched a new feature called Future You, designed to help customers visualise how their existing saving habits...
TradePMR adds scenario-based portfolio tools through Artha

Robinhood’s TradePMR adds Artha portfolio tool

TradePMR by Robinhood, a provider of custody and technology for growth-focused registered investment advisers, has integrated with WealthTech platform Artha to bring AI-driven portfolio...

Siebert boosts FusionIQ investment in transformation deal

Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership...
VastAdvisor closes $1m SAFE round for growth

VastAdvisor closes $1m SAFE round for growth

VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, has closed a $1m SAFE funding round backed by senior figures from across the...
FINNY launches pay-as-you-grow pricing for advisors

FINNY launches pay-as-you-grow pricing for advisors

FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...
Centricity secures $33m to grow wealth platform

Centricity secures $33m to grow wealth platform

WealthTech firm Centricity, an India-based wealth management platform serving finance and investment professionals, has reportedly closed a funding round worth approximately $33m. The round was...
AIFM

FCA eases compliance delegation for smaller AIFMs

The UK's alternative investment fund regime is heading for its biggest shake-up since AIFMD was first transposed into domestic law in 2013, after the...
Exante turns to AI to solve the developer performance puzzle

Exante turns to AI to solve the developer performance puzzle

Measuring developer performance has long been one of the hardest problems in software management, and traditional metrics are proving increasingly unreliable, according to Exante...

News Stories

Beyond AI pilots: How ForwardLane is helping financial firms scale agentic AI

Beyond AI pilots: How ForwardLane is helping financial firms scale agentic AI

An MIT report found that 95% of generative AI pilots never make it into production. ForwardLane, with eight years of production deployment at some...

Why CPF lifecycle models risk getting age 55 wrong

Kidbrooke has warned that lifecycle investment models built for Singapore's Central Provident Fund (CPF) scheme could be producing dangerously misleading attainment figures, unless they...
Exante overhauls trading app as investor demands grow

Exante’s app redesign puts control back in investors’ hands

WealthTech company Exante is rolling out a redesigned version of its mobile app to all users over the coming weeks. The update retains the platform's...

Bolt debuts industry-first AI insurance platform

Bolt, a leading InsurTech focused on distribution, has rolled out what it calls the insurance sector's first AI-powered distribution platform to give partners access...
AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...

120,000+ FinTech leaders get exclusive industry stories delivered every week