Tag: Wealth management
California emerged as the main US WealthTech hub in Q2 as...
Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY
California emerged as the main US WealthTech hub...
Why slow onboarding is costing private banks clients
Onboarding is the first impression a new client forms of their private bank, yet according to fincite, it is often the weakest link in...
Why CPF glidepaths fail when members flee at the bottom
A pension provider can build the finest glidepath in Singapore, stress-test it against half a century of market data and price it comfortably within...
WBS extends Quai Digital deal with fractional dealing
WBS, a UK-based provider of dealing, custody and technology solutions for the investment sector, has agreed a five-year extension to its partnership with Quai...
OnePoint BFG selects RISR to strengthen business owner planning
RISR, a business owner engagement platform for financial advisors, has partnered with OnePoint BFG Wealth Partners, as the wealth management firm looks to strengthen...
Why private banks are ditching fragmented advisory tools
The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...
Regulators raise the bar: is your AML stack ready?
Regulated businesses are under mounting pressure to prove that AML compliance is continuous, evidenced and proportionate to risk. Regulators worldwide, including the FCA and...
Banyan takes majority stake in Swiss WealthTech WIZE
Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...
US cemented its place as the global WealthTech hub attracting half...
Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2
US companies secured half of the top 10...
WealthAi and Flanks unite to fix wealth data woes
WealthAi, the AI operating system built for wealth managers, has joined forces with Flanks, a provider of AI-driven wealth data infrastructure, in a move...
© Copyright 2026 FinTech Global. All Right Reserved
