WealthTech

Moneyhub and Brick Rewards turn rent into rewards

Moneyhub, a data and intelligence platform serving financial institutions, has partnered with Rently Solutions, trading as Brick Rewards, to embed open banking technology into...

Marathon Asset Management unifies on SimCorp One

Marathon Asset Management, a London-based specialist equity manager overseeing more than $40bn in assets, has consolidated its entire front-to-back investment infrastructure onto a single...
Patronus Partners, a UK-based full-service private wealth and family office firm, has selected WealthAi, an AI operating system designed for wealth managers, for a full front-to-back deployment across all users and agents.

Patronus Partners selects WealthAi for full deployment

Patronus Partners, a UK-based full-service private wealth and family office firm, has selected WealthAi, an AI operating system designed for wealth managers, for a...
AI FinTech Aveni has raised £12m in a funding round led by PXN Ventures, with participation from existing investors Puma Growth Partners, Lloyds Banking Group, Nationwide and Scottish Enterprise.

Lloyds and Nationwide-backed Aveni raises £12m

AI FinTech Aveni has raised £12m in a funding round led by PXN Ventures, with participation from existing investors Puma Growth Partners, Lloyds Banking...

Global WealthTech deal activity projected to increase 14% in 2026 as large deals grow...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

Germany’s 2027 pension shake-up: who wins and who loses?

Germany's life insurance sector is facing its most significant competitive disruption in a generation, according to financial analytics firm Kidbrooke. With landmark pension reform...

IRA Financial boosts digital asset IRA platform with new features

IRA Financial, a provider of self-directed retirement solutions, has launched a rebuilt version of its digital asset investing platform, offering retirement investors real-time access...
Interactive Brokers launches agentic trading via Claude

Interactive Brokers launches agentic trading via Claude

Interactive Brokers, an automated global brokerage operating across more than 170 markets worldwide, has announced the launch of agentic trading capabilities through a direct...
US broker Interactive Brokers has integrated its trading infrastructure directly into Claude through a certified connector, enabling users to manage portfolios and execute trading-related actions using natural language across more than 170 global markets.

Interactive Brokers links Claude to live trading and portfolio management

US broker Interactive Brokers has integrated its trading infrastructure directly into Claude through a certified connector, enabling users to manage portfolios and execute trading-related...
Iress renews four-year deal with Succession Wealth

Iress renews four-year deal with Succession Wealth

Iress, a provider of integrated wealth management and financial planning technology, has secured a four-year contract extension with Succession Wealth, continuing a partnership that...

News Stories

CKYC

CKYC 2.0 deadline looms: is your institution ready?

Banks, NBFCs, FinTechs, insurers and other regulated financial institutions across India are entering a critical countdown, with the CKYC 2.0 (CKYCRR 2.0) rollout expected...
PEX

PEX lands $160m to save businesses from the Silver Tsunami

PEX, a corporate card and spend management platform founded 20 years ago, has secured $160m in debt and equity financing to help small businesses...
Cyera

Why Cyera is buying Oasis Security as AI agents multiply

Oasis Security, a non-human identity security specialist founded in 2022, has signed a letter of intent to be bought by data security firm Cyera,...
Hush

Hush lands $30m as AI agents outpace enterprise security

Hush Security, a pioneer in securing the non-human workforce, has closed a $30m Series A round as enterprises scramble to govern autonomous AI agents...
Flagright

Flagright deal signals Tipalti’s compliance push

Tipalti has selected Flagright as one of the tools underpinning its compliance infrastructure, a move designed to bolster AML capabilities across its payment operations. Flagright...

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