WealthTech

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 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, 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, 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...

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...

InvestiFi, a digital investing platform, has announced a partnership with Great NorthWest Federal Credit Union (FCU), a Washington-based credit union serving more than 18,000...

WBS, a UK-based provider of dealing, custody and technology solutions to the investment industry, has been acquired by Epiris Fund III, advised by private...

The US Department of the Treasury has launched the official Trump Accounts app, a mobile platform designed to give American children access to tax-advantaged...

Saris, an agentic workflow platform built for banks and credit unions, has closed a $28.8m Series A funding round. The raise was led by 8VC,...