Tag: Wealth management

Hoxton Wealth, a London and Dubai-based international wealth management platform built around technology, has secured a $135m commitment from Aspirity Partners I, marking the...

Wealth management firms face growing pressure to expand social media access for financial advisers while maintaining effective compliance oversight, as new research highlights the...

Jump, a provider of AI tools for financial advisors, has expanded its relationship with Anthropic by introducing client meeting data and seven purpose-built workflows...

360 ONE WAM, an Indian wealth and asset management group, has confirmed that Swiss banking giant UBS AG now holds an equity stake of...

Snappy Kraken, a growth platform supporting marketing for wealth enterprises and advisory firms, has rolled out Office Hub, a new capability aimed at helping...

Key Global WealthTech investment stats in Q3 2026: Global WealthTech funding grew 54% YoY Six countries were represented across the top 10 WealthTech deals...

VestGen Wealth Partners, a wealth management business focused on tackling advisor succession while serving clients across multiple generations, has obtained growth capital from Willow...

Bank SinoPac, the Taiwanese lender owned by SinoPac Financial Holdings Company, has completed its rollout of the Avaloq platform, which will now underpin its...

Key Global FinTech investment stats in Q3 2026: Global FinTech funding grew 35% YoY Seven countries were represented across the top 10 FinTech deals...

Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY Average deal value...