Tag: Digital wealth management

Jump secured one of the biggest US WealthTech deals as funding...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1 Californian and New York firms secured two...

Indian WealthTech funding surged by 84% YoY in Q1 amid renewed...

Key Indian WealthTech investment stats in Q1 2026: Indian WealthTech funding surged by 84% YoY in Q1 Average deal value grew to $31.2m amid...

US WealthTech investments surged by 95% YoY in Q1 driven by...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 95% YoY in Q1 Funding surge was fuelled by 2.6x growth...

UK cemented its place as the main European WealthTech hub with...

Key European WealthTech investment stats in Q1 2026: European WealthTech deal activity grew by 21% YoY in Q1 UK companies secured 43% of all...

Global WealthTech funding grew in Q1 2026 driven by a 42%...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 31% YoY in Q1 Larger deals (over $100m) rose by 42%...

Vestwell heads US FinTech deal rankings in Q1 2026 as funding...

Key US FinTech investment stats in Q1 2026: US FinTech funding grew by 16% YoY Californian firms secured half of the top 10 FinTech...

California and New York dominated US WealthTech market as deal activity...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity surged by 95% YoY in Q1 California and New York dominated the...

Only two countries featured in top 10 global WealthTech deals in...

Key global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 41% YoY in Q1 2026 US companies secured six of the...

US WealthTech funding plummeted by 57% YoY in 2025 due to...

Key US WealthTech investment stats in 2025: US WealthTech funding plummeted by 57% YoY Deals over $100m fell by 82% as investors grew cautious ...

How digital WealthTech journeys convert clients to advisors

Morgan Stanley recently disclosed that more than $100bn migrated from digital and workplace channels into advisor-led relationships in a single year. For Kidbrooke, this...

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