Tag: Wealth management

WealthAi, the AI operating system for wealth management, has expanded its platform with the launch of WealthAi for Advisors, a new offering aimed at...

Aquiline, a global private investment firm focused on financial services and technology, has entered into a definitive agreement to invest in Flourish, an innovative...

Archive Intel, an AI-driven communications compliance platform built for financial institutions, has entered into a partnership with Zocks, a privacy-focused AI platform serving the...

April, an embedded, year-round tax platform designed to support smarter financial decision-making, has expanded its Integrated Tax Platform to give wealth management firms access...

Digital sovereignty in wealth management is not decided by where a data centre sits, but by who retains control over data, technology and advisory...

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture,...

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with VastAdvisor, a governed AI organic...

Flanks, the WealthTech firm providing a unified data layer for wealth managers, has partnered with Perplexity to bring regulated, multi-bank portfolio data into the...

AI may be the fourth major technology revolution Richard Forss, CTO at Exante, has witnessed during his three decades in financial technology, but unlike the PC, internet and smartphone, this revolution isn't giving financial institutions years to adapt.

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...