Tag: advisor technology

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings Global WealthTech deal activity among...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 95% YoY in Q1 Funding surge was fuelled by 2.6x growth...

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...