Tag: Wealth management
CAIS secures $170m Series D at over $2bn valuation
CAIS, an alternative investment platform serving independent financial advisers, has closed a $170m Series D funding round that values the business at more than...
Nearly a fifth of asset managers yet to use AI, with...
Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...
Olomon raises $2.6m to build household finance record
Olomon, a Tennessee-based WealthTech company building a financial system of record for households and advisors, has raised $2.6m in an oversubscribed pre-seed funding round...
HNW clients demand more: reporting’s automation reckoning
Investment reporting is the most frequent touchpoint between a private bank and its high-net-worth clients, yet many institutions still treat it as an afterthought,...
What were the big WealthTech trends in H1 2026?
The first six months of 2026 were unpredictable, with major developments that have heavily impacted global markets. With the dynamic landscape, what were the...
Why AI could strip banks of their last advantage
For decades, banks built their wealth management business on knowing more than their clients. According to fincite, that advantage has already slipped away, and...
US extended dominance as the leader in the WealthTech market with...
Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2
US extended dominance as the leader in...
Why private banks are ditching fragmented advisory tools
Which software do leading private banks rely on for investment advisory? According to WealthTech firm fincite, the honest answer is not one product but...
Why the annual review may become a premium service
The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...
The hidden risk of all-in-one compliance platforms
Financial services firms are becoming larger, more complex and increasingly interconnected, but that does not necessarily mean their compliance technology should follow the same...
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