Tag: Wealth management

Gulf Capital Investment "InvestGB" has entered into a strategic partnership with Avaloq. This collaboration aims to enhance InvestGB's client service capabilities and transform its core...

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...

In an era marked by rapid technological advancements and significant socio-economic shifts, the global wealth management sector is undergoing a transformative phase.

Key Global FinTech investment stats in H1 2024: Global FinTech funding in the first half dropped by 43% YoY US continued its global FinTech...

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. Speaking to those same companies, the industry leaders offer an insight into the trends that will shape the remaining months of 2024. 

Cashmere, a pioneering WealthTech startup, has successfully raised $3.6 million in seed capital. The funding round was spearheaded by FinTech venture specialists, Canapi Ventures.

WealthArc, a personalized global wealth management platform, has partnered with Polixis, a leader in Swiss AML & KYC global data provision.

When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With access to digital financial services apps and the ability to ask the internet a myriad of questions about finance, it seems younger generations are becoming more financially aware than ever before.

VRGL, a leader in client acquisition and investment proposal management solutions, has announced the completion of a new funding round.