Tag: AI financial planning
India emerged as one of the top WealthTech hubs in Q4...
Key Global WealthTech investment stats in Q4 2025: Global WealthTech deal activity grew by 23% YoY
India emerged as one of the top WealthTech...
Apex FinTech and Wavvest partner on AI financial planning
Apex Fintech Solutions, an innovation launchpad for the global investing ecosystem, has announced a strategic partnership with Wavvest, an AI engine automating professional financial...
Nevada emerged as one of the top US WealthTech hubs in...
Key US WealthTech investment stats in Q4 2025: US WealthTech deal activity grew by 27% YoY
Nevada emerged as one of the top US...
Meridian and Conquest partner for AI planning
Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence...
Canadian FinTech investments surged by 2.3x in Q2 as investors loosen...
Key Canadian FinTech investment stats in Q2 2025: Canadian FinTech surged by 2.3x YoY in Q2
Average deal value increased to $19.2m as investors...
AI FinTech Conquest Planning raises $80m Series B round
Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.
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