Tag: Wealth management

FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus discussed market data aggregation and financial product management and its impact on financial institutions' digitalisation journeys.

Strive Enterprises, a financial services company with a focus on asset management, has successfully raised $30m in a Series B funding round.

Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. Both WealthTechs and wealth/asset management firms are starting to embrace the technology with new solutions. One such solution is the generative AI assistant, with a number having launched over the past year.

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).

As the financial sector continues its rapid transformation, the integration of sophisticated automation in financial analytics is increasingly paramount. A Forbes study indicates that up to 25% of routine, information-based tasks in financial services could be automated by AI.

In today's competitive environment, wealth management firms are increasingly relying on specialty tech solutions, selecting the most effective tools to craft optimized and comprehensive systems.

In the rapidly evolving sector of WealthTech, leading the charge in innovation is not enough; firms must also excel in delivering superior client experiences.

Mizuho Financial Group and Lombard Odier have embarked on a new journey with their sustainability alliance.

Ramify, a French WealthTech company, has announced a financial milestone with the completion of an €11 million Series A funding round.

Sidekick, a UK-based financial services innovator, has successfully secured £8.5m in combined seed and debt financing to revolutionize access to wealth management.