Tag: Wealth management
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...
US firms topped World Cup WealthTech activity, sweeping over half of...
Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings
Global WealthTech deal activity among...
Simplicity acquires BPI, welcomes Bob Muzikowski
Simplicity Group, a provider of wealth accumulation and financial protection products, has acquired Benefit Planning (BPI), a Chicago-based insurance agency specialising in high-net-worth and...
Finnovate raises $2m in pre-Series A round
Finnovate Financial Services, an India-based advisory-led wealth management platform, has secured approximately $2m in a pre-Series A funding round backed by a group of...
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