Tag: Digital wealth management

Key Global WealthTech investment stats in 2024: Global WealthTech investments dropped by 69% YoY US companies secured half of the top 10 WealthTech deals...

Key Swiss FinTech investment stats in 2024: Swiss FinTech deal activity halved in 2024 Zero deals over $100m were recorded as investors prioritised smaller,...

Key Global WealthTech investment stats in 2024: Global WealthTech deal activity plunged by 67% YoY US firms dominated the WealthTech market with 42% of...

As 2025 unfolds, wealth management is undergoing a significant evolution, driven by advancements in technology, shifting client expectations, and tightening regulations. Industry professionals must adapt quickly to this dynamic environment to remain competitive and relevant.

N26 has launched Ready-Made Funds, a new product designed to simplify investing and reduce barriers for Europeans.

Key Swiss FinTech investment stats in H1 2024: Zero deals of $100m or over were recorded in H1, resulting in a 60% drop in...

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.

WealthOS, the cloud-native wealth management infrastructure platform provider, has announced the successful closure of its seed round, raising £4m.

WealthOS, a Barclays-backed WealthTech, has recently been selected by Quai Digital as its new strategic technology partner.

Marstone, known for its pioneering role in digital investment and wealth planning, has successfully raised $8m in a Series B financing round.