Tag: private banks

Wealth Management Trends 2025: 520 wealth executives across 20 countries shared how AI is set to reshape client services and operations 54% of wealth...

WealthArc, a global wealth data company based in Switzerland, has partnered with BlackRock to integrate the asset management giant’s Portfolio 360 tool into its platform.

Key German WealthTech investment stats in 2024: German WealthTech investments dropped by 70% in 2024 YoY Average deal value dropped to $12.9m as investors...

QPLIX, a WealthTech company specialising in wealth management software for family offices and private banks, has received a significant investment from tech-focused firm Partech via its Growth Fund.

ThoughtLab conducted a comprehensive survey in September / October 2023 of 250 investment providers. These include broker-dealer/wire-houses, private banks, online trading platforms, wealth management...

Velexa, a leading player in the WealthTech sector, has recently been distinguished by CBS as an Innovation & Disruption Leader.