WealthTech

As global portfolios become more geographically diversified, asset owners are placing greater emphasis on managing currency risk.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Public messaging platforms like Discord and Telegram have long been the go-to spaces for traders to connect, share ideas, and build community. But for brokers, these unmoderated forums can be a double-edged sword—rife with misinformation, scam risks, and regulatory headaches. That’s why an increasing number of brokers are moving towards in-house community platforms, bringing trader conversations into a safer, more controlled environment.

Monarch, a personal finance platform focused on improving financial health for households, has raised $75m in a Series B funding round.

Key Indian WealthTech investment stats in Q1 2025: Indian WealthTech jumped 6x QoQ in Q1 Deals over $100m returned in Q1 as investors’ interest...

Artificial intelligence is rapidly reshaping the landscape of futures trading, offering firms sharper forecasting tools and more robust risk management capabilities.

As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

ElGameya, a leading FinTech platform based in Egypt, has successfully closed a 7-figure USD funding round to boost the development of its digital savings and lending platform.

With the advent of advanced large language models (LLMs), financial professionals now have access to unprecedented insight into earnings call transcripts.