Tag: fincite

Two of Europe’s most prominent WealthTech firms, Fincite of Germany and Harvest of France, have announced a strategic merger to create a new European leader in wealth management software.

Comprehensive portfolio aggregation is increasingly seen as a vital capability in today’s wealth management landscape.

The imminent $18.3trn global wealth transfer over the next decade is set to radically reshape the wealth management industry, according to the latest WealthTech...

Data is a core aspect of wealth management and the latest advancements in technology are helping firms to improve their usage of data. Not only is this enabling them to become more efficient, but it is also improving the output of their advisors.

Just a few years ago, Environmental Social, and Governance (ESG) had a spike in hype and many investors and firms started to explore opportunities in the space. However, sentiment might be changing, particularly as new governments show scepticism towards space. How will this impact the future of the sector in 2025?

In an evolving financial landscape, institutions require powerful tools to manage complex structures efficiently. Financial planning software has become a critical asset for banks, asset managers, and financial advisors, enabling them to refine strategies, automate workflows, and deliver data-driven investment insights to their clients.

Userlane, a Digital Adoption Platform provider, has announced a strategic partnership with fincite, a fast-growing German WealthTech firm.

The WealthTech sector continues to have strong growth opportunities across major markets, like the US and Europe, but it is also gaining significant attraction in other markets around the world.

Like many sectors, 2024 proved to be a tough year for the WealthTech sector. The economic landscape and geopolitical challenges meant many companies struggled,...