Tag: financial planning

Plenty, a WealthTech platform designed to facilitate investment and financial planning for couples, has successfully raised $5m in seed funding.

European digital bank bunq, which recently declared a net profit of $57m in 2023, has reportedly raised $31m in new funding.

The impending great wealth transfer is poised to redefine the financial landscape of the Middle East. Kidbrooke, which offers outcome-driven analytics and data management...

Kidbrooke, which has built a unified analytics platform for investment and wealth management, has released its latest solution, KidbrookeONE. 

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.

Vyzer, the trailblazing digital wealth management platform, has successfully wrapped up its seed funding round.

Investors' financial behaviours have manifested a palpable shift towards riskier waters in 2023, marking a noticeable increase in an aggressive approach to investments compared to the previous year.

Platforms have evolved significantly over the years. Earlier, their main function was limited to the administration of assets. This encompassed the realm of custody, execution, and reporting. However, the definition of a 'progressive' platform today has transformed. Let’s delve deeper into the distinctive features of such platforms:

Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.