Tag: Investing
Are neobanks a rising competitor to wealth management?
The global neobanking market was valued at $143.2bn in 2024 and is expected to reach $3.4trn by 2032, according to Fortune Business Insights. While this will bring more competition for the digital banking sector, wealth management could also be impacted.
A total of $637m raised across 21 FinTech deals this week
Smaller deals dominated the FinTech sector this week, with a total of $637m raised across 21 deals.
What are the big mistakes wealth managers are making?
While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed?
What would a perfect investor onboarding process look like for wealth...
A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager.
How can WealthTechs seamlessly embed investing into everyday financial apps?
WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their financial situation and plan for the future.
Gen Z WealthTech Alinea Invest secures $10.4m in Series A funding
Alinea Invest, a pioneering WealthTech platform, has successfully secured $10.4m in a Series A funding round.
The innovative app, tailored specifically for the Gen...
How is the latest technology helping wealth and asset management firms...
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.
Unlocking private equity: how individuals can access high-growth opportunities
Private equity has emerged as an appealing investment avenue for those seeking diversification and high returns. However, navigating this sector can be complex, requiring a strategic approach. Understanding how to invest in private equity effectively is crucial to making informed financial decisions.
How can technology help wealth management firms improve onboarding?
As more companies in the financial services sector adopt cutting-edge technology, customers have an increased expectation of what their financial providers should be able to do. If a company cannot complete tasks promptly or lacks essential capabilities, customers are likely to seek a new provider.
Slow week for FinTech with $557m raised across 16 deals
The UK leads the way in a slow week for FinTech, with just 16 deals completed globally and a total of $557.5m raised. In a...










