Tag: Wealth management

Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership...

VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, has closed a $1m SAFE funding round backed by senior figures from across the...

FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...

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...