Tag: WealthTech

As climate risk climbs the agenda for pension funds, insurers and asset managers, investors are seeking to embed climate considerations across the entire investment...

WealthReach, an AI-powered organic growth platform serving registered investment advisors (RIAs) and wealth management firms, has acquired AdvisorRankings, an agency specialising in SEO and...

etoro, the trading and investing platform, has scrapped dealing commission and custody charges on its Stocks & Shares ISA, while introducing a rate boost...

Prismm, a FinTech company providing inheritance infrastructure for banks and credit unions, has launched its Deposit Mortality Index (DMI), a new measurement tool designed...

Mercer Advisors, the Denver-headquartered wealth management and financial planning firm, has launched the second generation of Aspen, its proprietary AI-enabled platform designed to help...

The debate around AI in wealth management usually revolves around tools, automation and efficiency. But according to fincite co-founder and CEO Friedhelm Schmitt, this...

CAIS, an alternative investment platform serving independent financial advisers, has closed a $170m Series D funding round that values the business at more than...

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Arch, an AI-driven platform for administering and monitoring private markets portfolios, has passed the $500bn mark in private market assets held on its platform,...

InvestiFi, a Credit Union Service Organisation (CUSO) and InvestTech platform that lets credit unions and community banks embed digital investing inside their online banking,...