Tag: Wealth management technology

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...

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...

US retained its position as the main WealthTech hub globally as...

Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025 US retained its position as the main...

Stash secured one of the top US WealthTech deals as funding...

Key US WealthTech investment stats in 2025: US WealthTech funding fell by 56% YoY in 2025 New York continued to dominate the US WealthTech...

Focal brings research-backed behavioural coaching to wealth advisors

Focal, an AI-powered productivity platform for financial advisors and enterprise wealth teams, has announced a new integration with Shaping Wealth, a provider of behavioural...

One in two respondents said integrating wealth management with FinTech firms...

Asset and Wealth Management trends: 300 global asset and wealth management leaders were surveyed on convergence and growth trends over the next five years ...

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