WealthTech

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 31% YoY in Q1 Larger deals (over $100m) rose by 42%...

When wealth management firms think of digitalisation, philanthropy might not appear high on their priority lists. However, Foundation Source CEO Joseph Mrak III believes...

As reported by EXANTE, the first quarter of 2026's earnings season has got off to a more resilient start than many analysts had anticipated. Between...

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

Q4, a leading provider of AI-driven investor relations (IR) software supporting more than 2,600 global brands, has introduced AI-native customer relationship management (CRM) capabilities...

Marloo, the London-headquartered AI partner for financial advisers, has announced a $10m seed funding round aimed at taking the profession beyond what it describes...

Contract lifecycle management (CLM) is one of the most frequently cited yet consistently misunderstood categories in enterprise technology, according to M-Files. Most vendors describe it...

Artificial intelligence holds enormous promise for financial services, but delivering real value from AI strategies depends on something far more fundamental: the quality and...

Finnish software and technology company Tieto has announced a strategic partnership with Microsoft, aimed at accelerating artificial intelligence adoption across its customer base and...