Tag: Wealth management

Consumer expectations are changing and they want to get a better control of their finances and their futures.

Digitalisation in wealth management has rapidly accelerated over the past few years, but there are six key areas firms should be focusing their efforts.

Kidbrooke, which designs APIs for wealth management, has released the first part in a series of articles around artificial neural networks (ANNs).

WealthTech100 company Avaloq has extended its partnership with Deutsche Bank until the end of 2028.

Wealth management technology platform Addepar has collected $40m in a funding round from global equity firm WestCap Group.

Wealth management platform YieldStreet has entered the individual retirement account (IRA) space following the acquisition of WealthFlex.

Just over half of the companies in the wealth management sector will still be around in 10 years-time if they fail to innovate digitally, according to new research from B2B solution developer Nucoro.

A fifth of retail investors have stopped using a wealth management service due to a weak digital offering, new research from Nucoro claims.

Wealth management solution provider Realized has raised $6m in its Series A funding round led by Calibrate Ventures.

Harvest Savings & Wealth Technologies, a solution provider for the financial industry, has collected $23m in a round made of equity and debt.