Tag: financial advisors

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...

Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings Global WealthTech deal activity among...

Jump, a leading AI platform for financial advisors and wealth management professionals, has unveiled a suite of new product features aimed at reducing administrative...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...