Tag: Wealth management

WealthReach, an AI-powered organic growth platform serving registered investment advisors (RIAs) and wealth management firms, has acquired AdvisorRankings, an agency specialising in SEO and...

Mercer Advisors, the Denver-headquartered wealth management and financial planning firm, has launched the second generation of Aspen, its proprietary AI-enabled platform designed to help...

The debate around AI in wealth management usually revolves around tools, automation and efficiency. But according to fincite co-founder and CEO Friedhelm Schmitt, this...

CAIS, an alternative investment platform serving independent financial advisers, has closed a $170m Series D funding round that values the business at more than...

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Olomon, a Tennessee-based WealthTech company building a financial system of record for households and advisors, has raised $2.6m in an oversubscribed pre-seed funding round...

Investment reporting is the most frequent touchpoint between a private bank and its high-net-worth clients, yet many institutions still treat it as an afterthought,...

The first six months of 2026 were unpredictable, with major developments that have heavily impacted global markets. With the dynamic landscape, what were the...

For decades, banks built their wealth management business on knowing more than their clients. According to fincite, that advantage has already slipped away, and...

Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2 US extended dominance as the leader in...