Tag: financial advisors

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...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1 Californian and New York firms secured two...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 95% YoY in Q1 Funding surge was fuelled by 2.6x growth...

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...