Tag: Wealth management
California retained its top position in the US FinTech market with...
Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY
Californian companies retained their top spot in the US...
Santander expands US banking reach with Webster deal
Santander has completed its acquisition of Webster Financial Corporation, bringing the US banking groups together and expanding Santander’s presence across retail, commercial and wealth...
Global WealthTech investments fell 62% QoQ as deals over $100m dry...
Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2
Deals over $100m dropped 87% as investors prioritised...
Stash taps Capitalize to tackle forgotten 401(k) savings
Stash is embedding Capitalize’s rollover technology into its app, giving eligible US customers a way to locate and consolidate old 401(k) accounts without leaving...
Source of funds moves to the centre of UK compliance
Source of Funds compliance has spent much of the past decade as a background AML task, a box ticked on higher-value transactions rather than...
Siebert boosts FusionIQ investment in transformation deal
Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership...
VastAdvisor closes $1m SAFE round for growth
VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, has closed a $1m SAFE funding round backed by senior figures from across the...
FINNY launches pay-as-you-grow pricing for advisors
FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...
US strengthened its WealthTech dominance further, securing over half of all...
Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY
US companies secured over half of all deals in...
Why wealthy clients’ hidden assets are banks’ biggest blind spot
Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....
© Copyright 2026 FinTech Global. All Right Reserved
