Tag: Wealth management

Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...

WealthReach, an AI-powered organic growth platform for registered investment advisors (RIAs) and wealth management firms, has raised $1m in seed funding and announced the...

Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, one of the most...

Patronus Partners, a UK-based full-service private wealth and family office firm, has selected WealthAi, an AI operating system designed for wealth managers, for a...

For many financial institutions, another FATCA and CRS reporting season has either concluded or is in its closing stages. The deadlines may vary by...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

Iress, a provider of integrated wealth management and financial planning technology, has secured a four-year contract extension with Succession Wealth, continuing a partnership that...

Key European FinTech investment stats in Q1 2026: European FinTech funding fell 31% YoY in Q1 Deals over $100m halved as investors grew cautious ...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1 Californian and New York firms secured two...