Tag: Digital wealth management

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...

Key European WealthTech investment stats in Q3 2025: European WealthTech deal activity dropped by 24% YoY in Q3 UK companies secured half of all...

J.P. Morgan Personal Investing, a leading U.K. digital wealth manager within global financial group J.P. Morgan, has officially launched under its own brand in...

Key US WealthTech investment stats in Q3 2025: US WealthTech investments halved YoY in Q3 New York firms secured six of the top 10...

Key US WealthTech investment stats in Q3 2025: US WealthTech deal activity grew by 39% YoY in Q3 New York emerged as the main...

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

Key global WealthTech investment stats in Q3 2025: Global WealthTech investments halved YoY in Q3 US firms secured six of the top 10 deals...

Wealthsimple, Canada’s leading FinTech company, has announced a significant equity round of up to CAD $750m, propelling its post-money valuation to CAD $10bn.

Key global WealthTech investment stats in Q3 2025: Global WealthTech investments nearly halved YoY in Q3 Deals over $100m plummeted by 95% as investors...