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...










