Tag: wealthtech 2023

Thomas Carroll Group, an independent insurance, risk, and WealthTech group, has recently appointed esteemed insurance broker, David Whittaker, as its Chief Operating Officer (COO),...

Economic uncertainties have seen Western economies grapple with challenges such as high-interest rates, amidst geopolitical issues like the war in Ukraine. This ripple effect has significantly impacted the wealth management sector.

The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast reservoir of opportunity, yet they present a set of challenges that many in the wealth management realm may find unfamiliar.

Teamshares, the pioneering market leader for small business employee ownership, has made headlines with its latest funding announcement.

Credit card and FinTech company Petal has revealed that it has closed a committed $200 million debt facility from Victory Park Capital.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.

House Numbers, an AI-empowered home wealth management platform, has announced its successful pre-seed funding round.

Pioneering the digital asset management realm, Bequest Finance, has announced the successful acquisition of $2.75m in a recent funding round.

Sun Life Financial Inc., an international financial services titan offering asset management, wealth, insurance, and health solutions, has recently celebrated the successful completion of its public offering in Canada.

Velexa, a leading player in the WealthTech sector, has recently been distinguished by CBS as an Innovation & Disruption Leader.