Tag: AI in Wealth Management

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

Ralf Heim has been named Entrepreneur of the Year 2025, a major recognition for the co-founder and co-CEO of fincite. The award was presented by...

Wealth management is entering a decisive new era, with artificial intelligence reshaping what advisers, clients, and financial institutions can realistically achieve. IntellectAI, which offers wealth...

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.