Tag: Wealth management technology

Key European WealthTech investment stats in Q3 2025: European WealthTech funding dropped by 19% YoY in Q3 UK firms secured 70% of the top...

Key European WealthTech investment stats in Q3 2025: European WealthTech deal activity dropped by 24% YoY in Q3 UK companies secured half of all...

Key US WealthTech investment stats in Q3 2025: US WealthTech deal activity grew by 39% YoY in Q3 New York emerged as the main...

Key global WealthTech investment stats in Q3 2025: Global WealthTech investments halved YoY in Q3 US firms secured six of the top 10 deals...

Key global WealthTech investment stats in Q3 2025: Global WealthTech investments nearly halved YoY in Q3 Deals over $100m plummeted by 95% as investors...

Key Asian WealthTech investment stats in Q3 2025: Asian WealthTech investments dropped by 58% YoY in Q3 Average deal value dropped by 49% to...

Wealth management has become increasingly complex for advisors who often juggle up to a dozen different software systems at once. This fragmented setup creates...

Key European WealthTech investment stats in H1 2025: European WealthTech funding plummeted by 71% in H1 YoY UK companies dominated the European WealthTech market...

Key European FinTech investment stats in Q1 2025: European FinTech funding dropped by a quarter in Q1 2025 Funding is projected to grow by...

Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.