Tag: Wealth management

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...

Gridline, a turnkey private markets platform for wealth management firms, has announced a strategic partnership and technology integration with Hamilton Lane, a global private...

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...