Tag: Wealth management technology

Jump secured one of the biggest US WealthTech deals as funding...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1 Californian and New York firms secured two...

How financial simulation engines close the advice gap

The retirement planning tools used by most financial institutions share a fundamental flaw: they assume the future moves in a straight line. Enter your savings,...

Indian WealthTech funding surged by 84% YoY in Q1 amid renewed...

Key Indian WealthTech investment stats in Q1 2026: Indian WealthTech funding surged by 84% YoY in Q1 Average deal value grew to $31.2m amid...

EXANTE launches Allocator to streamline asset manager workflows

EXANTE has launched Allocator, a new module within its desktop trading platform designed to let asset managers replicate investment strategies across multiple client accounts...

US WealthTech investments surged by 95% YoY in Q1 driven by...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 95% YoY in Q1 Funding surge was fuelled by 2.6x growth...

Global WealthTech funding grew in Q1 2026 driven by a 42%...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 31% YoY in Q1 Larger deals (over $100m) rose by 42%...

Vestwell heads US FinTech deal rankings in Q1 2026 as funding...

Key US FinTech investment stats in Q1 2026: US FinTech funding grew by 16% YoY Californian firms secured half of the top 10 FinTech...

California and New York dominated US WealthTech market as deal activity...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity surged by 95% YoY in Q1 California and New York dominated the...

European WealthTech investment doubled in Q4 2025 amid investor optimism

Key European WealthTech investment stats in Q4 2025: European WealthTech investment doubled YoY in Q4 2025 Average deal value increased to $34.5m as larger...

India emerged as one of the top WealthTech hubs in Q4...

Key Global WealthTech investment stats in Q4 2025: Global WealthTech deal activity grew by 23% YoY India emerged as one of the top WealthTech...

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