Retail Investing & Trading

With the growing adoption and capabilities of agentic AI, many wealth managers are looking to the technology as a way to grow their customers...

PlannerPal, an AI-powered workflow platform built for financial advice and wealth management businesses, has secured $6m (£4.3m) to expand its client intelligence technology across...

Prosperum Fintech Holdings (PFH), a Chicago-based holding company focused on technology serving investors, has acquired Yellow Tunnel, an AI-driven investing platform, and plans to...

BMLL, an independent supplier of harmonised historical Level 3, 2 and 1 data and analytics for capital markets, has joined forces with Simudyne, a...

Nasdaq, the global exchange and technology provider, has introduced an agentic AI framework within its Nasdaq Calypso platform, giving financial institutions a controlled space...

Zopa, the UK digital bank serving two million customers, has introduced a targeted support service for people using its investment product, making it the...

Austrian employees will soon be asked to give up a capital guarantee on their retirement savings, yet almost none of the country's life insurers...

Invesco, a global investment management firm, has launched Personalised Investor Engine (PIE), a new behavioural intelligence platform technology built to help banks and online...

ETFBOOK, the Zürich-headquartered ETF data and analytics platform, has closed a $13m funding round to take its offering beyond its established European base. The company...

Amplify Technology, the AI-native RIA growth platform built on data lake architecture, has rolled out a fresh set of platform enhancements spanning risk documentation,...