Tag: robo-advisory

InvestiFi, a digital investing platform, has announced a partnership with Great NorthWest Federal Credit Union (FCU), a Washington-based credit union serving more than 18,000...

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

PenFed Credit Union, one of the United States' largest federal credit unions with nearly 2.8 million members, has struck a deal with InvestiFi, a...

Key global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 41% YoY in Q1 2026 US companies secured six of the...

Slate, a customisable front-end and trading platform provider, has been selected by UniCredit NV/SA as its WealthTech partner to launch a combined brokerage and...

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

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

Key US WealthTech investment stats in 2025: US WealthTech funding plummeted by 57% YoY Deals over $100m fell by 82% as investors grew cautious ...

Key Global WealthTech investment stats in Q4 2025: Global WealthTech deal activity grew by 23% YoY India emerged as one of the top WealthTech...

IntellectAI has helped a leading Middle East financial services group launch what is described as the region's first robo-advisory platform. The institution, which operates across...