Tag: Financial Wellness

Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1 Deal activity projected to decline 15% for 2026...

MoneyStack, a financial counselling platform designed for behavioural healthcare, has secured $1m in fresh investment to embed financial crisis support within treatment programmes, beginning...

BrightPlan, an AI-powered financial wellness platform built for global enterprises, has marked its 10th anniversary with the announcement of the first closing of its...

MeridianLink, a provider of software platforms for financial institutions and consumer reporting agencies, has acquired Credit Mountain, an AI-native financial wellness platform designed to...

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

Alkami Technology, a digital sales and service platform provider for financial institutions in the US, has partnered with Strata Credit Union, a full-service community...

Oportun, a Nasdaq-listed financial services company, has launched Smart Bills, an AI-powered feature within its Set & Save platform designed to help users prepare...

Key Canadian FinTech investment stats in Q2 2026: Canadian FinTech deal activity reduced 18% YoY Trend analysis showed a projected 46% fall in funding...

Marine Federal Credit Union (Marine FCU), a credit union serving over 85,000 members across the southeastern United States, has announced a partnership with InvestiFi,...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...