Tag: Digital Wealth

Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY California emerged as the main US WealthTech hub...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...

IntellectAI has helped a leading Middle East financial services group launch what is described as the region's first robo-advisory platform. The institution, which operates across...

A large, unnamed financial services group in South Asia has partnered with IntellectAI to enter the wealth management market through a deliberate, first-principles approach...

Key US WealthTech investment stats in Q4 2025: US WealthTech deal activity grew by 27% YoY Nevada emerged as one of the top US...

Key Canadian FinTech investment stats in 2025: Canadian FinTech funding stabilised in 2025 with a 15% YoY increase Deals over $100m rose by 32%...

For decades, many wealth management firms have viewed younger investors as a future opportunity rather than a priority for today. The assumption was that...

Kidbrooke has warned wealth managers not to be dazzled by “features and pricing” when selecting analytics technology, arguing that the most expensive mistakes tend...

Dezerv, a technology-driven wealth management platform founded in 2021, has raised ₹350 crore ($39m) in a Series C funding round, bringing its total capital...