Retail Investing & Trading

With the proliferation of AI, it is easy for wealth management firms to get overwhelmed by the choice. There are countless solutions in the market all promising various benefits, so finding the right one for the job can be tough. FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.

Avenir, a UK-based WealthTech firm, has successfully secured $530,000 in pre-seed funding.

In the latest episode of Napier AI's podcast series, the spotlight shines on the transformative power of automation in the compliance processes within the Wealth & Asset Management sector.

Industrial Thought, a conglomerate known for its investment in taxation, financial data, and consultancy for the financial sector, has recently announced a strategic investment of £100K in Integrum ESG.

N26, a leader in the digital banking sector, has officially launched its Stocks and ETFs trading product for its German customer base. Known for its innovative approach to banking, N26 is headquartered in Berlin and boasts a strong international presence, catering to over 8 million customers across 24 markets.

Miscommunication between financial advisors and their clients can lead to misunderstandings that, while seemingly minor, have the potential to damage professional relationships significantly.

The impending great wealth transfer is poised to redefine the financial landscape of the Middle East. Kidbrooke, which offers outcome-driven analytics and data management...

Earlier this month, OpenAI unveiled its latest advancement in the world of generative AI, Sora. Unlike ChatGPT, its previous revolution in the world of generative AI, Sora allows users to build realistic videos from simple text instructions, potentially providing businesses with another tool to transform operations, such as marketing.

The financial domain is on the brink of a transformative era, driven by the digital-first mindset of Millennials and Gen Z. These generations are not just reshaping the investment landscape with their tech-savviness and social awareness, but they're also the catalysts for the dynamic evolution of WealthTech. This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.

Belong, a pioneering wealth-building platform, has emerged from stealth mode, setting a new precedent for startups in the sector.