Tag: financial advisory technology
Jump partners with Wealth.com on estate planning
Jump, an artificial intelligence (AI) solutions provider for financial advisors and financial services firms, has partnered with Wealth.com, an estate and tax planning platform,...
Caddi bags $5m seed funding to drive AI-powered workflow automation in...
Caddi, a professional services automation platform, has raised $5m in seed funding to advance its innovative “record-to-code” technology.
US firms dominated WealthTech investment raising over 40% of all deals...
Key Global WealthTech investment stats in 2024: Global WealthTech deal activity plunged by 67% YoY
US firms dominated the WealthTech market with 42% of...
Gen AI tops list of key disruptors in the wealth management...
Key trends in wealth technology for financial advisors: Findings come from a survey of 521 industry leaders to assess the impact of disruptive technologies...
California cements its place as the hub for WealthTech in US...
Key US WealthTech investment stats in Q3 2024: US WealthTech funding increased by 42% in Q3 QoQ
By accounting for over 20% of all...
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