Tag: Wealth managers

iCapital, the global FinTech company shaping the future of investing, has announced a strategic investment in Tangible Markets, a provider of liquidity solutions for private market positions held through wealth management channels.

Wealth management is evolving rapidly, and clients now demand more than strong investment returns. They want advice that aligns closely with their personal aspirations...

Carefull, a FinTech company specialising in financial safety for ageing adults, has received a fresh round of growth capital from CIBC Innovation Banking.

CUBE has announced the launch of RegPlatform Intel, a new purpose-built product designed specifically to meet the regulatory needs of financial services firms in the mid-market.

ArthAlpha, an AI-driven investment manager firm based in Bengaluru, has reportedly secured over $2m in a seed funding round. The investment was led by DSP,...

The global fund management industry is undergoing a transformative period as it faces increasing pressures to improve operational efficiency and deliver more transparent, accountable services.

Boosted.ai, a Toronto-based company specializing in automating investment management through AI, has received a significant boost with a $10m growth capital infusion from CIBC Innovation Banking.

Avenir, a UK-based WealthTech firm, has successfully secured $530,000 in pre-seed funding.

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

The majority of wealth managers (70%) have expressed dissatisfaction or indifference towards their existing technology systems, according to recent research conducted by Avaloq.