Tag: Wealth management
Financial services firm Strive raises $30m in Series B round
Strive Enterprises, a financial services company with a focus on asset management, has successfully raised $30m in a Series B funding round.
The rise of generative AI assistants in WealthTech
Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. Both WealthTechs and wealth/asset management firms are starting to embrace the technology with new solutions. One such solution is the generative AI assistant, with a number having launched over the past year.
Dezerv raises INR 265 Crores to enhance tech-driven wealth management services
Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).
Beyond spreadsheets: The impact of automation in financial analytics
As the financial sector continues its rapid transformation, the integration of sophisticated automation in financial analytics is increasingly paramount. A Forbes study indicates that up to 25% of routine, information-based tasks in financial services could be automated by AI.
Transforming wealth management: The ByAllAccounts data network revolution
In today's competitive environment, wealth management firms are increasingly relying on specialty tech solutions, selecting the most effective tools to craft optimized and comprehensive systems.
Enhancing client experiences: WealthForce.ai’s innovative eMACH collaboration
In the rapidly evolving sector of WealthTech, leading the charge in innovation is not enough; firms must also excel in delivering superior client experiences.
Mizuho and Lombard Odier strengthen collaboration with sustainability alliance
Mizuho Financial Group and Lombard Odier have embarked on a new journey with their sustainability alliance.
Ramify clinches €11m from top investors to redefine wealth management in...
Ramify, a French WealthTech company, has announced a financial milestone with the completion of an €11 million Series A funding round.
Sidekick raises £8.5m to democratize wealth management in the UK
Sidekick, a UK-based financial services innovator, has successfully secured £8.5m in combined seed and debt financing to revolutionize access to wealth management.
Navigating risks in wealth management: A balanced approach
Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.