WealthTech

US WealthTech activity Q2 2025

US companies secured nearly half of all WealthTech deals in Q2

Key Global WealthTech investment stats in Q2 2025: Global WealthTech deal activity dropped by 17% YoY US firms secured 47% of all deals in...
InTick secures £2m to expand derivatives trading platform

InTick secures £2m to expand derivatives trading platform

InTick, a UK-based listed derivatives block matching network, has secured £2m in funding from a group of angel investors.
eToro pushes tokenised stocks with 24/5 trading

eToro pushes tokenised stocks with 24/5 trading

eToro has unveiled a significant expansion to its trading platform as it deepens its commitment to a blockchain-powered financial future. In a global webinar titled...
Third Bridge and Portrait bring AI to investment research

Third Bridge and Portrait bring AI to investment research

Third Bridge has joined forces with Portrait Analytics in a strategic move to advance AI-powered investment research.
How AI is transforming wealth management

How AI is transforming wealth management

The wealth management industry is undergoing a seismic shift, driven by the rapid adoption of AI and automation technologies. These tools are not only enhancing...
Digital tools unlock value in wealth compliance

Digital tools unlock value in wealth compliance

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...
Should wealth managers support retail investors?

Should wealth managers support retail investors?

WealthTech has helped to democratise the world of investing. What was once locked off to the wealthy has now been made more accessible with some providers enabling investments from as little as $1.

Private equity AI platform Keye emerges with $5m seed round

Keye, an AI-driven platform designed to revolutionise due diligence in private equity, has officially launched from stealth.
FinTech firm Quartr raises $10m to expand public market insights

FinTech firm Quartr raises $10m to expand public market insights

Quartr, a leading provider of qualitative public market research tools, has secured $10m in fresh funding as it continues to scale its data platform for institutional investors and global enterprises.
Flagstone tackles savings inertia with rollover feature

Flagstone tackles savings inertia with rollover feature

Flagstone, a large savings platform in the UK, has launched an automated tool designed to help customers maximise the returns on their savings.

News Stories

OakNorth acquires Monite to boost business banking

OakNorth acquires Monite to boost business banking

OakNorth, the digital bank for entrepreneurs, has finalised a strategic transaction with Monite, a financial management platform for businesses. The deal brings Monite's core technologies...
Offa partners with Knowledge Bank to boost broker reach

Offa partners with Knowledge Bank to boost broker reach

Offa, an award-winning British Islamic property finance FinTech firm, has announced a partnership with Knowledge Bank, a multi-award-winning property finance criteria search system built...
Pivot raises $40m Series B to transform procurement AI

Pivot raises $40m Series B to transform procurement AI

Pivot, an AI operating system for enterprise procurement, has closed a $40m Series B funding round to accelerate the development of its agentic AI...
Smarsh brings Claude Enterprise into compliance platform

Smarsh brings Claude Enterprise into compliance platform

Smarsh, a global provider of digital communications data and intelligence, has announced a new integration with Anthropic's Claude Compliance API, enabling businesses to capture...

Benefitbay raises $18m Series A to scale ICHRA platform

Benefitbay, a leading Individual Coverage Health Reimbursement Arrangement (ICHRA) platform serving brokerages, employers and employees across the US, has reportedly closed an $18m Series...

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