Tag: Wealth management

Gridline, a turnkey private markets platform for wealth management firms, has announced a strategic partnership and technology integration with Hamilton Lane, a global private...

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...

WealthAi, an AI operating system built for wealth managers, private banks and family offices, has unveiled its new Client File product, designed to consolidate...

Artificial intelligence is quickly becoming the defining battleground for wealth management. From predictive portfolio analysis to automated client engagement, firms across the industry are...

Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...

Key European WealthTech investment stats in Q1 2026: European WealthTech funding dropped by 18% YoY in Q1 Average deal value dropped by 42% to...

WealthReach, an AI-powered organic growth platform for registered investment advisors (RIAs) and wealth management firms, has raised $1m in seed funding and announced the...

Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, one of the most...

Patronus Partners, a UK-based full-service private wealth and family office firm, has selected WealthAi, an AI operating system designed for wealth managers, for a...