Tag: Wealth management technology

US WealthTech deal activity projected to decline 15% in 2026 as...

Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1 Deal activity projected to decline 15% for 2026...

UK retained its position as the main European WealthTech hub attracting...

Key European WealthTech investment stats in Q2 2026: European WealthTech deal activity dropped 21% YoY in Q2 UK retained its position as the main...

UK retained its top position in the European WealthTech market attracting...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

Investors back FNZ’s $450m WealthTech transformation

FNZ has secured $450m in new equity funding from a group of existing long-term institutional shareholders. The capital was provided by some of the firm's...

California retained its top position in the US FinTech market with...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Global WealthTech investments fell 62% QoQ as deals over $100m dry...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

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...

Vestmark to power Vanguard’s custom model portfolios

Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...

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...

Nearly a fifth of asset managers yet to use AI, with...

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

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