CMB Monaco accelerates digital transformation with Avaloq
CMB Monaco, a Monaco-based private bank specialising in bespoke private banking services, has completed its migration to the integrated technology platform combining Avaloq and...
Webull UK scraps commission on US and HK shares
Webull UK, an online investment platform and subsidiary of Webull Corporation, has announced the removal of commission on all US and Hong Kong shares...
Fincite • cios adds three features to cut advisor friction
The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...
Ani Tech launches free AI cash flow app for advisors
Ani Tech, the UK-based agentic AI platform for financial services, has launched a free AI cash flow modelling app aimed at transforming how financial...
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...
Kids saver: securing AUM in the great wealth transfer
The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...
Wealthyhood raises €6m from Bank of Cyprus for EU growth
Wealthyhood, a WealthTech app designed to help younger investors build wealth, has closed a €6m funding round led by the Bank of Cyprus Public...
IG launches Junior ISA with up to £250 investment match
Investing and trading platform IG has launched a Junior Stocks & Shares ISA, offering new customers an investment match of up to £250 —...
Finanjo raises ₹1.5 crore to tackle India’s finance gap
Finanjo, a Jaipur-based full-stack personal finance platform built for young Indians, has closed a pre-seed funding round of ₹1.5 crore (approximately $180,000), fully led...
Sherpas secures $3.2m seed to power AI in wealth management
Sherpas, an AI-native infrastructure platform for wealth management firms, has raised $3.2m in seed funding.
The round was led by 1248, the family office of...
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