WealthTech

Interactive Brokers adds Bucharest Stock Exchange access

Interactive Brokers adds Bucharest Stock Exchange access

Interactive Brokers (IBKR), an automated global broker, has added access to the Bucharest Stock Exchange (BVB), giving eligible clients a route into one of...
Strata Credit Union taps Alkami for digital banking

Strata Credit Union taps Alkami for digital banking

Alkami Technology, a digital sales and service platform provider for financial institutions in the US, has partnered with Strata Credit Union, a full-service community...
Aisot Technologies closes CHF2m seed extension

Aisot Technologies closes CHF2m seed extension

Aisot Technologies AG, the Zurich-headquartered, ETH Zurich spin-off building AI-driven portfolio intelligence tools for institutional investors, has wrapped up a CHF2m extension to its...
global WealthTech deal activity H1 2026

US strengthened its WealthTech dominance further, securing over half of all deals in H1

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...
Why wealthy clients' hidden assets are banks' biggest blind spot

Why wealthy clients’ hidden assets are banks’ biggest blind spot

Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....
Prometeia data shows Italy's gas risk hasn't gone away

Prometeia data shows Italy’s gas risk hasn’t gone away

Italian manufacturing is entering the latest energy crisis in far better shape than it did two decades ago, but Prometeia's analysis of the fallout...
True Potential joins Origo Integration Hub

True Potential joins Origo Integration Hub

True Potential, a leading UK wealth management firm, has connected to Origo's Integration Hub, a widely used industry network linking more than 65 organisations...
FE fundinfo speeds up Nexus adviser platform rollout

FE fundinfo speeds up Nexus adviser platform rollout

FE fundinfo, a fund data and technology provider serving the financial advice market, has confirmed it is stepping up investment in Nexus for Financial...
Why the AI trade splintered beneath a steady market

Why the AI trade splintered beneath a steady market

Exante's latest equity review finds that July's seemingly placid headline numbers concealed one of the most turbulent rotations of the current cycle. The S&P 500...
Vestmark to power Vanguard's custom model portfolios

Vestmark to power Vanguard’s custom model portfolios

Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...

News Stories

Beyond AI pilots: How ForwardLane is helping financial firms scale agentic AI

Beyond AI pilots: How ForwardLane is helping financial firms scale agentic AI

An MIT report found that 95% of generative AI pilots never make it into production. ForwardLane, with eight years of production deployment at some...

Why CPF lifecycle models risk getting age 55 wrong

Kidbrooke has warned that lifecycle investment models built for Singapore's Central Provident Fund (CPF) scheme could be producing dangerously misleading attainment figures, unless they...
Exante overhauls trading app as investor demands grow

Exante’s app redesign puts control back in investors’ hands

WealthTech company Exante is rolling out a redesigned version of its mobile app to all users over the coming weeks. The update retains the platform's...

Bolt debuts industry-first AI insurance platform

Bolt, a leading InsurTech focused on distribution, has rolled out what it calls the insurance sector's first AI-powered distribution platform to give partners access...
AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...

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