Tag: WealthTech

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).

In today's competitive environment, wealth management firms are increasingly relying on specialty tech solutions, selecting the most effective tools to craft optimized and comprehensive systems.

Ramify, a French WealthTech company, has announced a financial milestone with the completion of an €11 million Series A funding round.

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

Sidekick, the wealth management platform known for providing services traditionally reserved for the ultra-wealthy, has launched a new savings account designed to significantly enhance how individuals save.

In the rapidly evolving world of WealthTech, WealthForce.ai is setting new standards with its latest collaboration.

Sidekick, a UK-based financial services innovator, has successfully secured £8.5m in combined seed and debt financing to revolutionize access to wealth management.

In a significant regulatory update, the IRS is set to introduce Form 1099-DA in 2025, a new requirement for digital asset reporting that will affect financial advisors and their clients deeply.

Aidentified, Inc., a prominent AI-driven platform offering relationship intelligence and prospecting solutions, has successfully raised $12.5m in a Series B funding round led by FactSet, a global leader in digital financial solutions and enterprise services.

Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.