Tag: portfolio management

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...

Artificial intelligence is becoming central to the future of property and casualty (P&C) insurance, with carriers investing heavily in tools designed to improve underwriting,...

Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY California emerged as the main US WealthTech hub...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

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

Finnovate Financial Services, an India-based advisory-led wealth management platform, has secured approximately $2m in a pre-Series A funding round backed by a group of...

Inflation has long sat at the heart of macroeconomic decision-making, shaping monetary policy, fiscal trade-offs and portfolio construction. But according to LSEG Data &...

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

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...

Investment and risk teams are drowning in information, yet still making decisions without it. The problem is not access to news. It is the structural...