Tag: advisor technology

WealthReach, an organic growth platform for registered investment advisors (RIAs) and wealth management firms, has unveiled Living Sites, a new category of advisor website...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity surged by 95% YoY in Q1 California and New York dominated the...

Key global WealthTech investment stats in Q1 2026: Global WealthTech deal activity grew by 10% YoY US firms secured over half of all global...

Apex Fintech Solutions, an innovation launchpad for the global investing ecosystem, has announced a strategic partnership with Wavvest, an AI engine automating professional financial...

FINNY, an AI-powered prospecting and marketing platform built for financial advisors, has formed a new relationship with Osaic, a major provider of wealth management...

KPMG Canada, a full-service audit, tax and advisory firm operating across more than 40 locations, has entered a strategic collaboration with CapIntel to modernise...

For financial data providers, distributing data efficiently to advisors has long been a complex challenge. With advisors increasingly reliant on WealthTech platforms for everything...

Key global WealthTech investment stats in Q2 2025: Global WealthTech funding increased by 12% QoQ in Q2 Deals under $100m grew by a third...