Tag: Wealth management

Regulated businesses are under mounting pressure to prove that AML compliance is continuous, evidenced and proportionate to risk. Regulators worldwide, including the FCA and...

Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2 US companies secured half of the top 10...

WealthAi, the AI operating system built for wealth managers, has joined forces with Flanks, a provider of AI-driven wealth data infrastructure, in a move...

Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings Global WealthTech deal activity among...

Simplicity Group, a provider of wealth accumulation and financial protection products, has acquired Benefit Planning (BPI), a Chicago-based insurance agency specialising in high-net-worth and...

Finnovate Financial Services, an India-based advisory-led wealth management platform, has secured approximately $2m in a pre-Series A funding round backed by a group of...

The compliance landscape for regulated financial services firms has shifted considerably in recent years. Regulators are no longer willing to accept that enhanced due...

Jump, a leading AI platform for financial advisors and wealth management professionals, has unveiled a suite of new product features aimed at reducing administrative...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...