Tag: Registered Investment Advisors

Key global WealthTech investment stats in Q1 2026: Global WealthTech deal activity grew by 10% YoY US firms secured over half of all global...

CurrentClient, a communications platform built specifically for financial advisors, has raised $1.25m in a seed funding round. CurrentClient offers a compliant, integrated phone and messaging...

Pave Finance, a next-generation wealth management platform, has announced a new integration with Fidelity, one of the world’s largest registered investment advisory custodians and...

Nevis, an AI platform for wealth management, has emerged from stealth with fresh backing as it looks to overhaul how financial advisors work. The company,...

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

GeoWealth, a FinTech firm offering a proprietary technology platform and turnkey asset management platform, has secured $38m in its Series C funding round. The round...

Key global WealthTech investment stats in H1 2025: Global WealthTech deal activity plummeted by 68% YoY in H1 2025 US WealthTech companies secured half...

Eton Solutions, a leading WealthTech company based in North Carolina, provides a comprehensive wealth management platform used by single and multi-family offices managing over...

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

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.