Tag: financial advisors

Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1 Deal activity projected to decline 15% for 2026...

Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI. The tool acts as an AI marketing operations coworker...

Pave Finance, the AI-powered portfolio management platform built for financial advisors, has closed a Series A funding round worth more than $15m, surpassing its...

April, an embedded, year-round tax platform designed to support smarter financial decision-making, has expanded its Integrated Tax Platform to give wealth management firms access...

AdvisorFinder, a growth platform built for financial advisors, has introduced a new offering called AdvisorFinder Intelligence, aimed at helping advisors understand and improve how...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...

FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...

Wealth advisors are not being replaced by artificial intelligence, but their role is being fundamentally rewritten, according to new research from LSEG Data &...

Olomon, a Tennessee-based WealthTech company building a financial system of record for households and advisors, has raised $2.6m in an oversubscribed pre-seed funding round...