WealthTech

How digital WealthTech journeys convert clients to advisors

How digital WealthTech journeys convert clients to advisors

Morgan Stanley recently disclosed that more than $100bn migrated from digital and workplace channels into advisor-led relationships in a single year. For Kidbrooke, this...

Chexy raises $14m Series A led by Khosla Ventures

Chexy, a Canadian payments platform that allows tenants to earn credit card rewards on everyday expenses, has raised $14m CAD in a Series A...
M1X Global raises $3m to scale on-chain sovereign finance

M1X Global raises $3m to scale on-chain sovereign finance

M1X Global, a sovereign financial infrastructure and technology company operating under a public-private partnership with the Republic of the Marshall Islands (RMI), has announced...
LGT Wealth Management UK selects Addepar platform

LGT Wealth Management UK selects Addepar platform

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...
WealthReach launches AI SEO and AEO engine for advisors

WealthReach launches AI SEO and AEO engine for advisors

WealthReach, an organic growth platform purpose-built for registered investment advisors (RIAs) and wealth management firms, has launched Attract, what it describes as the industry's...
Flanks launches AI financial advisor for wealth managers

Flanks launches AI financial advisor for wealth managers

Flanks, a WealthTech company focused on data-led wealth management insights and automation, has launched the AI Financial Advisor, a wealth intelligence co-pilot designed to...
Eunice raises $8m to transform alternative asset due diligence

Eunice raises $8m to transform alternative asset due diligence

Eunice, a London-based company building institutional-grade due diligence infrastructure for regulated markets, has raised $8m in seed and pre-seed funding as it looks to become the definitive due diligence and disclosure layer for alternative assets.
Saracens name PensionBee as official pension partner

Saracens name PensionBee as official pension partner

Saracens, the professional rugby union club, has announced a new partnership with PensionBee, a leading online retirement savings provider, naming the firm as the...

Kalshi reportedly hits $22bn valuation after $1bn raise

Kalshi, a WealthTech platform that offers a prediction market for investors to trade on outcomes in real-world events, has reportedly raised around $1bn, according...
LSEG launches real-time vessel tracking API

LSEG launches real-time vessel tracking API

London Stock Exchange Group (LSEG) has unveiled a new Vessel Tracking API, developed in collaboration with satellite operator Kinéis and Wood Mackenzie Vesseltracker, offering...

News Stories

How will the Advice Guidance Boundary Review change wealth management in the UK?

How will the Advice Guidance Boundary Review change wealth management in the UK?

The new UK's Advice Guidance Boundary Review has been pitched as a 'once in a generation change', but how is it going to change the wealth management landscape? 

Compliance-first AI: meeting FCA’s AML standards

Napier AI has outlined how financial institutions can confidently adopt artificial intelligence in anti-money laundering (AML) operations whilst remaining compliant under Financial Conduct Authority...
How agentic AI is reshaping bank compliance

How agentic AI is reshaping bank compliance

SymphonyAI has released a webinar exploring how agentic artificial intelligence is reshaping compliance functions within the banking sector, and why financial institutions that fail...

Prometeia: why Spain is outpacing Italy since the pandemic

Italy and Spain are two of the biggest beneficiaries of Next Generation EU, with approximately €194bn allocated to Italy and €100bn to Spain, equivalent...
M-Files recognised for partner programme excellence in 2026

M-Files recognised for partner programme excellence in 2026

M-Files, a context-first document management system used by more than 6,000 customers across over 100 countries, has been awarded a 5-star rating in the...

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