Tag: Wealth management technology
US extended dominance as the leader in the WealthTech market with...
Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2
US extended dominance as the leader in...
California emerged as the main US WealthTech hub in Q2 as...
Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY
California emerged as the main US WealthTech hub...
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...










