Tag: Digital wealth management

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...

Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025 US retained its position as the main...

As the wealth management industry enters 2026, advisory teams are under growing pressure to deliver clearer guidance, faster execution and a more complete view...

Key UK WealthTech investment stats in 2025: UK WealthTech funding grew by 6% in 2025 Deals over $100m increased by 31% YoY as investors...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

Key global FinTech investment stats in 2025: Global FinTech funding grew by 7% YoY Deals over $100m increased by 21% as investors concentrated on...

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.

Key European WealthTech investment stats in Q1 – Q3 2025: European WealthTech funding dropped by 68% YoY UK firms secured 60% of the top...

Key US WealthTech investment stats in Q1 - Q3 2025: US WealthTech deal activity fell by 47% YoY New York emerged as the main...

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...