Tag: data aggregation

Flanks, the WealthTech firm providing a unified data layer for wealth managers, has partnered with Perplexity to bring regulated, multi-bank portfolio data into the...

Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026 Deals over $100m dropped by 65% as investors...

The debate around AI in wealth management usually revolves around tools, automation and efficiency. But according to fincite co-founder and CEO Friedhelm Schmitt, this...

For decades, banks built their wealth management business on knowing more than their clients. According to fincite, that advantage has already slipped away, and...

CaixaBank, one of Europe's largest financial institutions, has chosen Flanks, a Barcelona-based WealthTech firm, to provide the data infrastructure underpinning its new multi-custodian aggregation...

Pello Companies, an open finance-focused firm, has announced a definitive agreement to acquire ByAllAccounts, a data aggregation technology provider for financial applications, from investment...

Flanks, a WealthTech company focused on data-led wealth management insights and automation, has launched the AI Financial Advisor, a wealth intelligence co-pilot designed to...

fincite, which offers software to transform investment advice from onboarding to reporting, has received a ISO 27001 certification.  ISO 27001 is widely regarded as the...

The financial world is undergoing a profound transformation with the rise of artificial intelligence, particularly in wealth management. AI is reshaping asset management, data analytics, and client interactions, enabling wealth managers to deliver greater precision, efficiency, and transparency to modern investors.

Ruth Asset Management has partnered with Kidbrooke to address the challenges of ESG and market data aggregation during a critical post-merger period. In an...