Tag: United States
Marloo launches in the US to help advisers
Marloo, the AI partner for financial advisers, helps firms move beyond traditional CRM and administrative work by automating advice operations, compliance, documentation and client...
Stash taps Capitalize to tackle forgotten 401(k) savings
Stash is embedding Capitalize’s rollover technology into its app, giving eligible US customers a way to locate and consolidate old 401(k) accounts without leaving...
US strengthened its WealthTech dominance further, securing over half of all...
Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY
US companies secured over half of all deals in...
US retained its top position in the global FinTech market with...
Key global FinTech investment stats in Q2 2026: Global FinTech deal activity increased 8% YoY
US companies retained their top spot in the global...
US WealthTech investment halved YoY as deals over $100m dropped in...
Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026
Deals over $100m dropped by 65% as investors...
ninjaOne secured one of the top US FinTech deals as funding...
Key US FinTech investment stats in Q2 2026: US FinTech funding increased 9% YoY in Q2
New York companies secured four of the top...
US extended dominance as the leader in the WealthTech market with...
Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2
US extended dominance as the leader in...
US companies dominated top global FinTech deals in Q2 as investments...
Key global FinTech investment stats in Q2 2026: Global FinTech investments grew 34% YoY in Q2
US companies secured three of the top 10...
California emerged as the main US WealthTech hub in Q2 as...
Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY
California emerged as the main US WealthTech hub...
US cemented its place as the global WealthTech hub attracting half...
Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2
US companies secured half of the top 10...
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