WealthTech

Slash Financial hits unicorn status with $100m Series C

Slash Financial hits unicorn status with $100m Series C

Slash Financial, a San Francisco-based business banking platform, has reached unicorn status after closing a $100m Series C funding round that values the company...

Plata hits $5bn valuation with $405m Series C raise

Plata, a technology-led digital bank operating in Latin America, has closed a $405m Series C funding round at a valuation of $5bn, becoming the...
video

The funnel is working: What digital journeys really mean for the future of wealth...

For a long time digital and physical channels were considered to be enemies, but new trends are showing a symbiosis of the two is the real market opportunity.
Prometeia: Italy output edges up but stagnation risks remain

Prometeia: Italy output edges up but stagnation risks remain

Research and advisory firm Prometeia has published its latest analysis of Italian industrial production, warning that despite a marginal uptick in February, the country's...
78% of investors now use AI for research

78% of investors now use AI for research

BridgeWise, a wealth AI provider, has published its inaugural State of AI for Wealth in 2026 report, revealing that nearly four in five investors...
Wealth.com raises $65m Series B for AI wealth planning

Wealth.com raises $65m Series B for AI wealth planning

Wealth.com, an AI-powered platform modernising estate and tax planning for wealth management firms, has closed an oversubscribed $65m Series B funding round. The raise attracted...
Paxos Labs raises $12m to launch Amplify digital asset stack

Paxos Labs raises $12m to launch Amplify digital asset stack

Paxos Labs, the digital assets financial utility stack incubated within Paxos, has closed a $12m strategic funding round and announced the launch of its...
nCino, a banking technology platform provider, has unveiled new results from its Analyst Digital Partner, a role-based AI agent designed to support credit professionals in managing relationship reviews and portfolio risk.

nCino unveils AI credit analyst agent to transform commercial lending

nCino, a banking technology platform provider, has unveiled new results from its Analyst Digital Partner, a role-based AI agent designed to support credit professionals...
Top global WealthTech deals Q1 2026

Only two countries featured in top 10 global WealthTech deals in Q1 2026, as...

Key global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 41% YoY in Q1 2026 US companies secured six of the...

Beyond extraction: what AI documents really need

Artificial intelligence has fundamentally changed the way organisations handle documents, yet for many businesses, the promise of intelligent automation continues to fall short of...

News Stories

How IntellectAI's Magic Placement fights broker E&O risk

How IntellectAI’s Magic Placement fights broker E&O risk

IntellectAI is pulling back the curtain on the technology driving its Magic Placement platform, as the InsurTech firm looks to address the persistent pain...
EXANTE: Is the chokepoint premium reshaping investor strategy?

EXANTE: Is the chokepoint premium reshaping investor strategy?

In its latest monthly market review, Exante highlights a striking divergence across global asset classes in April, raising a pressing question for investors: are...
How Dutch PPIs can differentiate before market consolidation

How Dutch PPIs can differentiate before market consolidation

In a consolidating Dutch pension premium institution (PPI) market, those that build genuine participant experience capabilities now stand to capture a disproportionate share of...
TransFi launches BizPay for ASEAN cross-border pay

TransFi launches BizPay for ASEAN cross-border pay

TransFi, a cross-border payments and stablecoin infrastructure company, has launched BizPay, a conversational payments integration enabling small and medium-sized businesses to conduct cross-border transactions...

Flagstone Cash ISA quadruples with fixed-term accounts

Flagstone, the UK's largest cash savings platform with more than £19bn in assets under management, has significantly expanded its Cash ISA offering, quadrupling available...

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