Tag: Wealth management technology
New York emerged as the main WealthTech hub in US as...
Key US WealthTech investment stats in Q3 2025: US WealthTech deal activity grew by 39% YoY in Q3
New York emerged as the main...
Kapital secured the largest global WealthTech deal in Q3 as investments...
Key global WealthTech investment stats in Q3 2025: Global WealthTech investments halved YoY in Q3
US firms secured six of the top 10 deals...
Global WealthTech investments halved in Q3 due to deals over $100m...
Key global WealthTech investment stats in Q3 2025: Global WealthTech investments nearly halved YoY in Q3
Deals over $100m plummeted by 95% as investors...
Asian WealthTech funding dropped by 58% YoY in Q3 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...
How fincite cios transforms client asset management
Wealth management has become increasingly complex for advisors who often juggle up to a dozen different software systems at once. This fragmented setup creates...
FNZ’s $500m deal the only bright spot as European WealthTech funding...
Key European WealthTech investment stats in H1 2025: European WealthTech funding plummeted by 71% in H1 YoY
UK companies dominated the European WealthTech market...
European FinTech funding expected to grow by 19% in 2025 as...
Key European FinTech investment stats in Q1 2025: European FinTech funding dropped by a quarter in Q1 2025
Funding is projected to grow by...
AI FinTech Conquest Planning raises $80m Series B round
Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.
UK companies cemented their European WealthTech leadership attracting half of all...
Key European WealthTech investment stats in Q1 2025: European WealthTech deal activity dropped by 85% QoQ in Q1 2025
UK companies cemented their European...
Wealth managers struggle to meet clients’ technology expectations
Investors are increasingly likely to move away from wealth managers who fail to implement modern technological solutions.
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