Tag: Wealth management

Farther, a WealthTech firm offering an AI-native intelligent wealth management platform, has closed a $150m Series D funding round led by General Atlantic, with...

Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...

WealthReach, an organic growth platform for registered investment advisors (RIAs) and wealth management firms, has unveiled Living Sites, a new category of advisor website...

Vestmark, a WealthTech firm and provider of wealth management technology and services, has unveiled Vestmark Pulse, an AI intelligence solution designed to give wealth...

The compliance landscape is shifting faster than it has in years. At ACA Group's recent spring media roundtable, ACA experts gathered to discuss the...

Iress, a financial software provider serving the wealth management sector, has announced a strategic partnership with global technology consultancy Thoughtworks to accelerate the modernisation...

The first quarter of 2026 largely vindicated earlier predictions for the wealth management sector, with less noise, more execution, and a sharper focus on...

WealthArc, a Swiss-born FinTech building AI-ready data infrastructure for the wealth and asset management sector, has announced it has received ISO 27001:2022 certification from...

Iress, a wealth management software provider, has announced a strategic partnership with Thoughtworks, a global technology consultancy, aimed at accelerating platform modernisation and enabling...

Key European WealthTech investment stats in Q1 2026: European WealthTech deal activity grew by 21% YoY in Q1 UK companies secured 43% of all...