Tag: digital investment platforms
US retained its position as the main WealthTech hub globally as...
Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025
US retained its position as the main...
CAIS launches AI tool to simplify alternative investing
CAIS has launched CAISey, an AI-powered assistant designed to revolutionise how financial advisors interact with alternative investment opportunities.
Global WealthTech investments halved in Q3 due to deals over $100m...
Key global WealthTech investment stats in Q3 2025: Global WealthTech investments nearly halved YoY in Q3
Deals over $100m plummeted by 95% as investors...
German FinTech investments maintained growth trajectory with 4.3x YoY funding boost...
Key German FinTech investment stats in Q2 2025: German FinTech had a funding boost of 4.3x YoY in Q2
German FinTech market maintained growth...
UK companies cemented their European WealthTech leadership attracting half of all...
Key European WealthTech investment stats in Q1 2025: European WealthTech deal activity dropped by 85% QoQ in Q1 2025
UK companies cemented their European...
Wealth managers prioritise investment in personalised client experiences in 2024
In a recent WealthTech survey conducted in January 2024 by Orion, 542 Principal, Portfolio Managers, Chief Operating Officers, Operations Staff, Compliance/Risk Managers and Others...
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