Tag: AI in Wealth Management

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...

Abbove, the European platform for collaborative and family-centred wealth planning, has launched its new artificial intelligence agent, Mia. The move marks a significant milestone...

The wealth management industry is undergoing a major transformation, shaped by shifting client expectations, regulatory pressures, and rapid technological advances. As explored in LSEG...

Key US WealthTech investment stats in H1 2025: US WealthTech funding fell by 68% YoY in H1 New York companies emerged as the leader...

Copia Wealth Studios is redefining wealth management for family offices and high-net-worth individuals by solving a longstanding challenge in financial data aggregation. With clients juggling...

The landscape of wealth management is undergoing a transformative shift, moving away from traditional robo-advisory to embrace a new, dynamic model known as "intelligent...