Tag: fincite

Digital wealth management: three trends reshaping 2026

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

Will younger generations change investing habits as they age?

With WealthTech helping to democratise access to investing, people have started to plan their financial future from a younger age. However, as they age will their habits change?

How fincite is transforming investment advice across Europe

It has been a monumental year for German WealthTech company fincite, as it enters the next stage of its mission to improve digital advice across Europe.

Will there be another funding boom for WealthTech companies?

When the Covid-19 pandemic swept over the world, a shockwave spread across the financial market. The uncertainty raised questions about survivability and whether countless WealthTech startups might be forced to close their doors. However, the opposite occurred, leading to a short-lived boom.

Fincite’s Ralf Heim honoured as Entrepreneur of the Year

Ralf Heim has been named Entrepreneur of the Year 2025, a major recognition for the co-founder and co-CEO of fincite. The award was presented by...

Germany’s affluent surge reshapes wealth market

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...

How to pitch AI as mission-critical for wealth management during budget...

As we get to the end of the year, many companies across the wealth management sector are beginning to build their budget plans for...

As wealth firms explore the potential of Agentic AI, can they...

Agentic AI has captured the minds of many in the wealth management sector. With its ability to replicate human interactions, there are various natural...

How fincite cios transforms client asset management

Wealth management has become increasingly complex for advisors who often juggle up to a dozen different software systems at once. This fragmented setup creates...

9 best trading tools for wealth management in 2025

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

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