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...

US WealthTech funding plummeted by 57% YoY in 2025 due to...

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

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...

Asian WealthTech investments surged by 4.4x YoY in Q4 as mega...

Key Asian WealthTech investment stats in Q4 2025: Asian WealthTech funding surged by 4.4x YoY Average deal value rose to $18.9m driven by return...

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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