Tag: AI in Wealth Management

Key European WealthTech investment stats in Q3 2025: European WealthTech funding dropped by 19% YoY in Q3 UK firms secured 70% of the top...

Wealth management is undergoing one of the most profound shifts in its history, driven by rapid advances in data analytics, automation and artificial intelligence. As...

Wealth Management Trends 2025: 520 wealth executives across 20 countries shared how AI is set to reshape client services and operations 54% of wealth...

Digital disruption is rapidly reshaping the wealth management landscape, forcing firms to rethink how they deliver services and build long-term client trust.

Prometeia, a long-standing provider of advisory and portfolio monitoring solutions, has teamed up with everyoneINVESTED, the digital investment arm that originated within KBC Group,...

Ortec Finance is strengthening its ambition to expand in the UK wealth management and financial planning market with the appointment of John O’Driscoll as managing director of OPAL Financial & Wealth Planning.

Finary, a Paris-based wealth management platform in hypergrowth and profitable since 2024, has raised €25m in a Series B funding round led by PayPal Ventures.

The world of wealth management is undergoing a profound shift, one that mirrors the evolving expectations of modern investors. Just a few years ago, clients...

Advisors are shifting into the role of data curators, guiding clients through an overwhelming sea of financial information by filtering and contextualising insights that...

Across Europe, wealth advisers are grappling with mounting pressures. Governance demands are stricter than ever, compliance costs continue to rise, and clients expect greater...