Tag: financial advisor technology
New York emerged as the leader for US WealthTech deal activity...
Key US WealthTech investment stats in H1 2025: US WealthTech deal activity dropped by a 63% YoY in H1
New York secured 28% of...
WealthTech firm FNZ partners with Raymond James
Raymond James, Canada’s largest independent financial services firm, has partnered with FNZ, a global provider of wealth management platforms.
US WealthTech funding dropped by 65% in 2024 as investors grow...
Key US WealthTech investment stats in 2024: US WealthTech deal activity dropped by 65% YoY
Both small and large deals declined during 2024 as...
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