Tag: WealthTech

QPLIX, a WealthTech company specialising in wealth management software for family offices and private banks, has received a significant investment from tech-focused firm Partech via its Growth Fund.

NatWest Group, one of the UK’s largest banking organisations serving over 19m customers, has expanded its collaboration with NCR Atleos Corporation to modernise its...

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

Wealth management firms risk losing billions through advisor attrition and yet most firms are not doing enough to prevent it, according to Juan Cruz Garzón, COO and co-founder of Fligoo.  

Alkami Technology, Inc. has partnered with Kemba Credit Union to modernise the firm's digital banking offerings. The partnership aims to provide members with user-friendly self-service...

Despite economic challenges, the WealthTech sector continues to attract large interest from financial institutions and investment firms.  A recent report from FinTech Global found that...

Marygold & Co., the UK’s leading emotionally intelligent money management app, has partnered with Griffin, a UK-based bank tailored to FinTech companies.

Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from Fligoo.  

Advisors navigating the fast-paced world of wealth management face increasing demands for seamless data access.

The wealth management industry is increasingly adopting specialized technology solutions to stay competitive, choosing top-tier systems that optimize the entire ecosystem. This trend necessitates straightforward,...