Tag: financial planning technology
European WealthTech funding dropped by 18% YoY in Q1 as investors...
Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1
Average deal value dropped by 42% to...
Global WealthTech deal activity projected to increase 14% in 2026 as...
Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY
If investment pace continues deal activity is set to...
Iress renews four-year deal with Succession Wealth
Iress, a provider of integrated wealth management and financial planning technology, has secured a four-year contract extension with Succession Wealth, continuing a partnership that...
Jump secured one of the biggest US WealthTech deals as funding...
Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1
Californian and New York firms secured two...
Nevada emerged as one of the top US WealthTech hubs in...
Key US WealthTech investment stats in Q4 2025: US WealthTech deal activity grew by 27% YoY
Nevada emerged as one of the top US...
US retained its position as the main WealthTech hub globally as...
Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025
US retained its position as the main...
Stash secured one of the top US WealthTech deals as funding...
Key US WealthTech investment stats in 2025: US WealthTech funding fell by 56% YoY in 2025
New York continued to dominate the US WealthTech...
Global WealthTech funding projected to fall by 46% in 2025 as...
Key Global WealthTech investment stats in H1 2025: Global WealthTech funding fell by 66% YoY in H1
At current investment pace, funding is projected...
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