Tag: Digital wealth management

UK cemented its place as the European FinTech hub attracting six...

Key European FinTech investment stats in 2025: European FinTech funding dropped by 15% YoY UK companies secured six of the top 10 deals to...

Asian WealthTech investments surged by 4.4x YoY in Q4 as mega...

Key Asian WealthTech investment stats in Q4 2025: Asian WealthTech funding surged by 4.4x YoY Average deal value rose to $18.9m driven by return...

European WealthTech investment doubled in Q4 2025 amid investor optimism

Key European WealthTech investment stats in Q4 2025: European WealthTech investment doubled YoY in Q4 2025 Average deal value increased to $34.5m as larger...

India emerged as one of the top WealthTech hubs in Q4...

Key Global WealthTech investment stats in Q4 2025: Global WealthTech deal activity grew by 23% YoY India emerged as one of the top WealthTech...

Kids saver: securing AUM in the great wealth transfer

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

fincite secures ISO 27001 certification

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...

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...

How CIOS is reshaping digital wealth advice in 2026

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

UK WealthTech deals over $100M increased by 31% YoY fueling ...

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 makes cios platform available via Microsoft Azure Marketplace

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...

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