Tag: digital wealth platforms
Hyper-personalisation reshapes the future of WealthTech
Wealth management is experiencing a fundamental shift in how advice is delivered and perceived. Client expectations are no longer anchored to annual reviews or...
Yieldstreet topped the US WealthTech deals list for Q3 as investments...
Key US WealthTech investment stats in Q3 2025: US WealthTech investments halved YoY in Q3
New York firms secured six of the top 10...
Prometeia and everyoneINVESTED unite on digital advice
Prometeia, a global provider of advisory and monitoring solutions for wealth and asset management, has formed a strategic partnership with everyoneINVESTED, a digital investing...
Singapore’s Kilde raises $1.5m for private credit platform
Kilde raises $1.5m led by Purple Ventures to scale its private credit platform in Singapore. Explore the latest FinTech growth news.
How goals-based advice drives 15% AuM growth
In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...
LSEG’s Sune Mortensen on the digital evolution of advice
Advisors are shifting into the role of data curators, guiding clients through an overwhelming sea of financial information by filtering and contextualising insights that...
EarlyBird joins Acorns in push to grow financial tools for kids...
Acorns, a US-based financial wellness app catering to everyday Americans, has announced its acquisition of EarlyBird, a digital family wealth platform that helps families...
Fincite and Harvest unite to create European WealthTech powerhouse
Two of Europe’s most prominent WealthTech firms, Fincite of Germany and Harvest of France, have announced a strategic merger to create a new European leader in wealth management software.
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