Tag: Wealth management

WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms...

InvestCloud is expanding its private markets and managed accounts offering as the WealthTech provider targets record sales and more than $9tn in assets across...

Invesco, a global investment management firm, has launched Personalised Investor Engine (PIE), a new behavioural intelligence platform technology built to help banks and online...

Amplify Technology, the AI-native RIA growth platform built on data lake architecture, has rolled out a fresh set of platform enhancements spanning risk documentation,...

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...

Pave Finance, the AI-powered portfolio management platform built for financial advisors, has closed a Series A funding round worth more than $15m, surpassing its...

Hamachi.ai, a California-based WealthTech company focused on AI for regulated financial services, has secured a US patent for technology designed to protect sensitive client...

Wealth managers are being pushed toward a modernisation reckoning. Instant settlement is becoming the norm just as automation demands stronger data governance, while rules...

Prometeia is deepening its foothold in Spain as the country's Wealth and Asset Management sector accelerates past its previous growth trajectory. Market and regulatory data...