Tag: investment data

US WealthTech investment halved YoY as deals over $100m dropped in...

Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026 Deals over $100m dropped by 65% as investors...

California emerged as the main US WealthTech hub in Q2 as...

Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY California emerged as the main US WealthTech hub...

How AI is transforming financial data aggregation

Financial data aggregation has become a cornerstone of modern wealth management, enabling advisers to offer clients a unified view of their portfolios. By collecting and...

Bloomberg expands climate suite with transition insights

Bloomberg has launched new tools within its climate solutions suite to help investors assess how companies and portfolios perform as low-carbon technologies expand. The...

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