Tag: AI in Wealth Management

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 US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...

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

Harvest and fincite have published the fourth edition of the WealthTech Radar 2026, a co-authored industry report developed alongside 12 domain experts from firms...

Sourcing data from KYC Portal (KYCP) is increasingly becoming a strategic priority for compliance leaders seeking to strengthen operational reporting and executive oversight. KYCP delivers...

Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025 US retained its position as the main...

Key US WealthTech investment stats in 2025: US WealthTech funding fell by 56% YoY in 2025 New York continued to dominate the US WealthTech...

Wealth.com, a modern planning platform for wealth management firms, has launched a proprietary tax planning solution designed to unify tax, estate and execution workflows...