Tag: Investing

Personalisation has continued to feature as an integral part of digitalisation strategies. Spurred on by the demand for it by consumers, companies across the financial services landscape are transforming their products to be personalised to specific customer needs.

The proliferation of WealthTech companies has helped more retail investors gain access to the world of investing, but there is still a gap. New technology and access to financial education is helping to bolster the democratisation of investing.

With the proliferation of AI, it is easy for wealth management firms to get overwhelmed by the choice. There are countless solutions in the market all promising various benefits, so finding the right one for the job can be tough. FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.

Earlier this month, OpenAI unveiled its latest advancement in the world of generative AI, Sora. Unlike ChatGPT, its previous revolution in the world of generative AI, Sora allows users to build realistic videos from simple text instructions, potentially providing businesses with another tool to transform operations, such as marketing.

Risk is often perceived as a daunting and complex aspect of investing. However, recent research sheds light on a transformative strategy that has proven...

Velexa, recognised as a top WealthTech 100 company, has recently unveiled its latest innovation: fractional bonds. This new feature is a significant addition to their comprehensive suite of investment tools, designed for both embedded and standalone applications.

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.

Nearly $1bn is raised across 20 FinTech funding rounds closed this week, propped up by three sizeable deals.  It proved to be a bigger week...

CyberTech led the charge for FinTech funding this week, accounting for six of the deals and $386m of the total capital raised. 

Four big deals help to make this a strong week for FinTech as the year draws to a close.