WealthTech

Drivepoint, an AI-powered strategic finance platform for consumer brands, has secured over $9m in fresh capital to accelerate its product innovation and expand its...

Smart money app Plum has rolled out its latest automated savings feature, the Sunny Day Rule, designed to help users put aside extra money during the summer months.

WisdomTree, a global financial innovator offering exchange-traded products, digital assets and investment solutions, has finalised the pricing of its upsized $415m convertible senior notes due 2030, with an additional $60m greenshoe fully exercised by initial purchasers.

Dynasty Financial Partners, a provider of technology-enabled wealth management solutions for independent financial advisers, has entered into a strategic deal with Abacus Global Management, a Nasdaq-listed alternative asset manager.

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

Reward has renewed its long-standing strategic partnership with NatWest Group, extending a collaboration that has shaped customer engagement strategies for over a decade.

Ultimus Fund Solutions has deepened its collaboration with data automation specialist Xceptor, enhancing client services, operational efficiency, and data accuracy across its fund administration operations.

The Social Market Foundation (SMF) has warned that the UK government must act urgently to tackle a growing pensions crisis among the self-employed.

Key global WealthTech investment stats in Q2 2025: Global WealthTech funding increased by 12% QoQ in Q2 Deals under $100m grew by a third...

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2025.  Some...