Tag: financial planning

WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms...

Evergreen.ai, a Miami-headquartered AI-powered financial advice app founded by FinTech veteran Bill Harris, has launched with a focus on giving everyday Americans access to...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

Most banks, insurers, wealth managers and pension providers still run their operations across a patchwork of disconnected systems, with product governance, market data, financial...

Ortec Finance has published its Q3 2026 Quarterly Economic Outlook for UK housing associations, warning that static forecasting is no longer sufficient as CPI,...

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

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

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...

Conquest Planning, an AI-powered platform designed to modernise how financial advice is delivered across the wealth spectrum, has unveiled an integration with Shaping Wealth...

The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...