Tag: Wealth management

Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY US companies secured over half of all deals in...

Few wealthy clients keep their fortune with a single bank. Assets are typically spread across several custodians, multiple bank accounts, property and alternative investments....

True Potential, a leading UK wealth management firm, has connected to Origo's Integration Hub, a widely used industry network linking more than 65 organisations...

MissionSquare has expanded beyond its retirement-focused offering with the launch of a personal wealth management business, giving its existing customer base access to investment,...

Marsh McLennan Agency (MMA), a business of Marsh providing insurance, employee health and benefits, retirement and wealth, and private client insurance solutions across the...

Wealth advisors are not being replaced by artificial intelligence, but their role is being fundamentally rewritten, according to new research from LSEG Data &...

Prometeia has built generative AI directly into the advisor interface of its Digital Wealth Management Platform, aiming to cut administrative load, speed up meeting...

Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026 Deals over $100m dropped by 65% as investors...

WealthReach, an AI-powered organic growth platform serving registered investment advisors (RIAs) and wealth management firms, has acquired AdvisorRankings, an agency specialising in SEO and...

Mercer Advisors, the Denver-headquartered wealth management and financial planning firm, has launched the second generation of Aspen, its proprietary AI-enabled platform designed to help...