WealthTech

Monzo, the UK-based digital bank, has gone live in Spain, rolling out a range of accounts tailored to Spanish consumers, families and companies as...

Wealthsimple, a Canadian financial innovator, has agreed an equity round worth up to CAD $425m, which values the company at CAD $13.8bn post-money. The deal...

Jump, a provider of AI tools for financial advisors, has expanded its relationship with Anthropic by introducing client meeting data and seven purpose-built workflows...

FINNY, an AI-powered growth platform for financial advisors, has launched a Model Context Protocol (MCP) connector for Claude for Financial Advisors, bringing prospecting data,...

Conquest, a Winnipeg-based FinTech specialising in verifiable AI-powered financial advice, has launched a connector integrating its planning technology with Claude for Financial Advisors, Anthropic’s...

Webull, the online investment platform and subsidiary of NASDAQ-listed Webull Corporation, has opened its brokerage accounts to AI assistants such as ChatGPT, Perplexity, Claude...

Financial institutions that treat digital as a series of disconnected stops risk losing customers before the sale and long after it, according to Kidbrooke. In...

Mochatrade, a New York-based platform offering tokenised US equities to traders in India, has reportedly closed a $6m seed round as it looks to...

Nevis, a WealthTech developing an AI operating system for wealth management, has closed a $70m Series B round, taking its total capital raised to...

Corporate actions data has long been viewed as a back-office concern, but according to LSEG Data & Analytics, that view is rapidly becoming outdated....