Tag: financial advisors

Key global WealthTech investment stats in Q1 2026: Global WealthTech deal activity grew by 10% YoY US firms secured over half of all global...

CurrentClient, a communications platform built specifically for financial advisors, has raised $1.25m in a seed funding round. CurrentClient offers a compliant, integrated phone and messaging...

WealthReach, an organic growth platform purpose-built for registered investment advisors (RIAs) and wealth management firms, has launched Attract, what it describes as the industry's...

GReminders, a meeting and automation management platform for financial advisors, has published the results of its latest engagement survey, revealing significant productivity gains among...

Jump, an artificial intelligence platform for financial advisors, has raised $80m in a Series B round to accelerate the development of its AI-native operating...

Wealth.com, a modern planning platform for wealth management firms, has launched a proprietary tax planning solution designed to unify tax, estate and execution workflows...

FINNY, an AI-powered prospecting and marketing platform built for financial advisors, has formed a new relationship with Osaic, a major provider of wealth management...

Wealth management is experiencing a fundamental shift in how advice is delivered and perceived. Client expectations are no longer anchored to annual reviews or...

FINNY AI Inc., an AI-powered prospecting and marketing platform built specifically for financial advisors, has closed a $17m series A funding round to accelerate its rapid growth and product expansion across the wealth management industry.

Ani Tech, an agentic AI platform for financial services, has launched Ani Pulse, a new AI-powered command centre designed specifically for financial advisors in...