Tag: WealthTech
The hidden cost of fragmented tax data in private capital
On the surface, FATCA and CRS compliance appears to be working. Deadlines are being met, frameworks are understood, and processes are in place across...
Prometeia expands wealth and asset management push in Spain
Financial analytics firm Prometeia is deepening its footprint in the Spanish market, targeting the country's rapidly growing wealth and asset management sector with a...
Fincite • cios adds three features to cut advisor friction
The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...
How Dutch insurers can govern Wtp without rebuilding systems
The most significant reform to the Dutch pension system in recent memory — the Wet toekomst pensioenen (Wtp) — has entered its decisive phase....
Keyrock secures Series C funding at $1.1bn valuation
Keyrock, a Brussels-founded neo-investment group built for digital assets, has secured significant Series C funding that values the company at $1.1bn. The round was led...
9fin raises $170m Series C at $1.3bn valuation
9fin, an AI-native platform for global debt markets founded by former J.P. Morgan banker Steven Hunter and Deutsche Bank engineer Hussam EL-Sheikh, has raised...
How LSEG and Microsoft are reshaping finance with AI
The partnership between London Stock Exchange Group (LSEG) and Microsoft is redefining how financial services firms harness data and artificial intelligence. By combining LSEG's trusted...
Ani Tech launches free AI cash flow app for advisors
Ani Tech, the UK-based agentic AI platform for financial services, has launched a free AI cash flow modelling app aimed at transforming how financial...
How Prometeia is embedding GenAI across finance
Prometeia has been quietly building one of the financial services sector's most comprehensive Generative AI strategies. Since late 2022, the Italian analytics and advisory firm...
Exante: Markets reel as Iran conflict fuels inflation
Global equity and commodity markets have experienced significant turbulence in March 2026, according to the latest market report from Exante, as the ongoing US-Israel-led...










