Tag: investment research

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

Marloo, the AI platform built specifically for financial advisers, has struck an agreement with Morningstar, a leading provider of independent investment insights, to bring...

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...

Key views on AI use case adoption across traditional FIs and FinTechs: The Cambridge Centre for Alternative Finance surveyed 203 FinTechs and 149 traditional...

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

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings Global WealthTech deal activity among...

Key LatAm FinTech investment stats in Q1 2026: LatAm FinTech funding hit five-quarter high in Q1 after 64% YoY increase Average deal value surged...

Key US FinTech investment stats in Q1 2026: US FinTech deal activity grew 33% YoY Deals under $100m surged 29% as investors diversified interest...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...