Tag: robo-advisory

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 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...

Key US WealthTech investment stats in Q4 2025: US WealthTech deal activity grew by 27% YoY Nevada emerged as one of the top US...

Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025 US retained its position as the main...

Key Canadian FinTech investment stats in 2025: Canadian FinTech funding stabilised in 2025 with a 15% YoY increase Deals over $100m rose by 32%...