Tag: wealth management platforms
Only two countries featured in top 10 global WealthTech deals in...
Key global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 41% YoY in Q1 2026
US companies secured six of the...
UK cemented its place as the European FinTech hub attracting six...
Key European FinTech investment stats in 2025: European FinTech funding dropped by 15% YoY
UK companies secured six of the top 10 deals to...
European FinTech investments dropped by 11% YoY amid market uncertainties in...
Key European FinTech investment stats in 2025: European FinTech investments dropped by 11% YoY in 2025
Deals under $100m fell by 26% as investors...
How digital wealth platforms elevate financial guidance
A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation.
This is the kind...
Meeting the needs of next-gen investors with omnichannel wealth management
The investment landscape is undergoing a dramatic shift, driven by the expectations of a new generation of investors. These tech-savvy and socially conscious individuals...
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