WealthTech

New York-based financial services corporation, American Express, and data network firm, Plaid, have announced a customer-permissioned data sharing agreement set to enhance digital finance options.

The evolving landscape of the digital era offers significant opportunities for financial institutions, particularly in the wealth management sector. Using gamified elements to draw consumer attention and cultivate loyalty has become a common practice.

The new generation of UK bank users are turning away from traditional brick-and-mortar banks in favour of digital banking, leading a major shift across Europe.

UNest, a family investment app, and Wysh Life and Health Insurance Company, an innovator in the provision of life insurance, have partnered.

WealthArc has consistently emphasised the role of accurate data in making informed business decisions. Over the years, the company has been dedicating significant resources to optimise their data reconciliation processes. The company has released a new report that explores just how it can help firms save time through automation.

When talking about millennials, it is easy to think they are still quite young; however, some of those in the generation are already in their 40s. This is the perfect age for wealth managers to be onboarding them as clients, but have some firms missed the boat?

WealthTech startup Wellthi has secured funding from Virginia Venture Partners, the equity investment arm of the Virginia Innovation Partnership Corporation (VIPC). 

The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...

Pesto, a FinTech innovating in the pawn lending space, has announced the launch of its first card product and secured $11m in funding.

In a recent post by Velexa, the company highlighted the differences between complexity and function relating to AI in WealthTech.