Tag: Wealth management technology

US cemented its place as the global WealthTech hub attracting half...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

US and England claimed eight of the top 10 deals in...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...

US WealthTech deal activity projected to grow by 27% in 2026...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...

European WealthTech funding dropped by 18% YoY in Q1 as investors...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...

Global WealthTech deal activity projected to increase 14% in 2026 as...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

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...

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