Tag: Wealth management

Range, the AI WealthTech platform, has recently announced a $12m funding round led by Gradient Ventures, Google's AI-focused venture fund. The company aims to revolutionize wealth management by providing an all-in-one platform to make financial planning accessible to everyone.

As more companies shift towards the cloud, data-driven wealth management platform WealthArc has compared cloud-based and on-premise wealth management solutions to see which comes out on top.

UK-based 1fs Wealth, which offers digital wealth intelligence, has reportedly received an investment from Singularity Capital, a US venture capital firm.

Cloud-based data automation platform Duco will deploy its technology with New Zealand-based wealth manager JBWere NZ.

Altruist, a custodian built exclusively for registered investment advisors (RIAs), has secured $112m in its Series D funding round.

The fifth annual WealthTech100 list has named the technology companies transforming wealth and asset management during the uncertain market.

Aiviq, a cloud-based SaaS business for the global asset management industry, will provide AllianceBernstein (AB) with client assets under management (AUM) and flow data management products and services, through a new deal.

BMO’s wealth management division has chosen FactSet, a global financial digital platform, as its primary market data provider.

As 2022 draws to a close, it a good time to look back over these last 12 months. FinTech Global has spoken to a number of WealthTech companies to see what the biggest developments from the year were.

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?