Tag: personalised finance

Key US WealthTech investment stats in 2025: US WealthTech funding fell by 56% YoY in 2025 New York continued to dominate the US WealthTech...

Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence...

As the global wealth management industry edges towards an estimated $171trn by 2027, firms face mounting pressure to keep pace with technological advancement and shifting client expectations. The sector, valued at $1.83trn in 2024, is undergoing a fundamental transformation, driven by the need for more personalised, real-time, and seamless digital interactions.

As artificial intelligence becomes increasingly embedded in the wealth management sector, the emphasis is shifting from automation to augmentation. AI is no longer seen as a replacement for financial advisors but as a valuable partner that enhances their efficiency, supports compliance, and improves client outcomes. This evolution is clearly embodied in Kidbrooke’s AI-powered solution, Kate.

In the fast-evolving WealthTech landscape, innovation often takes centre stage, but understanding what remains constant can provide valuable insights into the industry's direction.