Tag: Wealth management

WealthKernel, a pioneering WealthTech firm, has recently announced a significant milestone in its financial journey. The company successfully secured an investment of £6m in a Series A extension round.

Big changes are sweeping through Europe's financial landscape, thanks to the introduction of stringent Anti-Money Laundering (AML) laws. These new regulations are particularly significant for high net worth individuals (HNWIs) and businesses in the luxury sector. The mandate? Heightened vigilance and transparency in financial dealings, aiming to curtail the misuse of funds.

The digital era has revolutionised the financial sector, particularly accentuated by the pandemic's push towards digital platforms. The evolution into a hybrid model, integrating in-person and digital interactions, marks a significant shift in wealth management strategies. However, this shift brings forth the challenge of maintaining consistency across these interactive channels.

As another year starts, it is the time to look ahead and attempt to predict what is to come and the biggest trends for the WealthTech sector in 2024.

Plum has launched its latest feature, the Spend Tracker, aiming to transform the way customers manage their finances. Plum stands out in the FinTech industry for...

WealthArc, a distinguished provider of wealth data management solutions, has entered into a strategic partnership with ZeroLink, an innovator in neurosymbolic KGQA technology.

2023 proved to be another difficult year, with many businesses being forced to enter survival mode and clamps were placed on budgets and resources.

ZILO, a UK-based company specialising in asset and wealth management software, has successfully completed a significant Series A fundraising round, securing £25m.

A recent report by Gartner reveals the priorities for software buyers in 2024. As part of the study 542 software purchasing decision-makers were surveyed...

Mirae Asset Wealth Management, a financial services group operating in 15 countries, has announced a strategic partnership with Velexa.