Tag: Investment Technology

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

Key US WealthTech investment stats in Q3 2025: US WealthTech deal activity grew by 39% YoY in Q3 New York emerged as the main...

iCapital has announced an expansion of its long-running partnership with Pantheon, aiming to broaden access to evergreen private market funds.

Key US WealthTech investment stats in H1 2025: US WealthTech deal activity dropped by a 63% YoY in H1 New York secured 28% of...

Imagine choosing a savings portfolio based on your “low risk” appetite, only to receive a recommendation for a higher-risk investment. That’s exactly what happened to one of Kidbrooke’s users, prompting the question: “Why?” The surprising answer—“because the model is working as it should”—opens a broader discussion about the role of intelligent modelling in digital financial advice.

Lightkeeper, a provider of data, analytics, risk management, and reporting solutions for investment managers, has secured a growth investment from PSG.

Flanks, a Barcelona-based FinTech specialising in wealth management automation, has secured €14m in an equity funding round aimed at accelerating its expansion across Europe.flanksflanks

Compass Insights has officially launched its platform, which is tailored for asset owners, offering a centralised system that enhances both investment and stewardship efforts.

Key Global WealthTech investment stats in 2024: Global WealthTech deal activity plunged by 67% YoY US firms dominated the WealthTech market with 42% of...

ArthAlpha, an AI-driven investment manager firm based in Bengaluru, has reportedly secured over $2m in a seed funding round. The investment was led by DSP,...