Tag: Wealth management

Santander has completed its acquisition of Webster Financial Corporation, bringing the US banking groups together and expanding Santander’s presence across retail, commercial and wealth...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

Stash is embedding Capitalize’s rollover technology into its app, giving eligible US customers a way to locate and consolidate old 401(k) accounts without leaving...

Source of Funds compliance has spent much of the past decade as a background AML task, a box ticked on higher-value transactions rather than...

Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership...

VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, has closed a $1m SAFE funding round backed by senior figures from across the...

FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...

Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....

True Potential, a leading UK wealth management firm, has connected to Origo's Integration Hub, a widely used industry network linking more than 65 organisations...