Tag: Investment Platforms

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.

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Crowdcube, Europe’s largest private market investment platform, has supported consumer tech disruptor Nothing to launch the company’s latest funding round, Community Investment (3). Crowdcube operates...

Key European WealthTech investment stats in Q3 2025: European WealthTech deal activity dropped by 24% YoY in Q3 UK companies secured half of all...

Finimize and Charles Schwab have formed a new partnership aimed at expanding access to high-quality investment education for international retail investors. The collaboration brings together...

Key US WealthTech investment stats in Q3 2025: US WealthTech investments halved YoY in Q3 New York firms secured six of the top 10...

Charles Schwab has announced the acquisition of Forge Global, a premier private market platform headquartered in San Francisco. The deal, valued at approximately $660m,...

Otala.Markets, a specialist investment bank with over a decade of experience in creating and developing structured investment products, has announced a strategic collaboration with...

Leading global ETP provider WisdomTree has joined forces with wealth management platform Stratiphy to expand investor access to a wider range of exchange-traded products. The...