WealthTech

The evaluated pricing landscape is undergoing a significant transformation, driven by technological advancement, regulatory updates, and investor demand for transparency. At the 3rd Annual...

Vestwell has launched a new retirement savings solution tailored for participants in Amazon’s Delivery Service Partner (DSP) programme, aiming to expand access to financial security for delivery associates across the US.

eToro has announced a major update to its Visa debit card in the UK, allowing users to earn 4% in stock rewards on everyday purchases.

Jump and RightCapital have announced a new partnership aimed at transforming how financial advisors manage client relationships and streamline planning processes. The collaboration brings together...

Quinn, an AI-powered financial planning and advisory platform, has officially emerged from stealth mode with the aim of democratising access to personalised wealth management.

Digital Asset, a blockchain technology company pioneering privacy-enabled financial infrastructure, has secured $135m in a strategic funding round aimed at accelerating the adoption of its Canton Network.

Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.

As the global wealth management industry edges towards an estimated $171trn by 2027, firms face mounting pressure to keep pace with technological advancement and shifting client expectations. The sector, valued at $1.83trn in 2024, is undergoing a fundamental transformation, driven by the need for more personalised, real-time, and seamless digital interactions.

Vertical spreads are among the most widely used options trading strategies, offering a structured way to manage risk and reward through a combination of calls or puts with varying strike prices.

Key US WealthTech investment stats in Q1 2025: US WealthTech funding dropped by 76% YoY in Q1 2025 Funding is projected to halve for...