Tag: portfolio management

Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY Average deal value...

Artificial intelligence is everywhere in insurance conversations, yet many underwriters still struggle to see how it fits into their daily work. For State Fund workers'...

US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...

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

Pave Finance, the AI-powered portfolio management platform built for financial advisors, has closed a Series A funding round worth more than $15m, surpassing its...

Wealth managers are being pushed toward a modernisation reckoning. Instant settlement is becoming the norm just as automation demands stronger data governance, while rules...

NeoXam, a global provider of software solutions spanning data management, investment accounting, portfolio management, valuation, reporting and reconciliation, has been chosen by CAM Group,...

Financial professionals today are not short of information. Breaking news, earnings releases, regulatory filings, research reports and alternative data all compete for attention. According to...

Itoflow, the London-based AI platform helping professional investment teams scale portfolio research and management, has secured $2.5m in pre-seed funding. The round was led by...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...