Tag: WealthTech

M-Files highlights key cost reduction strategy for financial services firms

M-Files, a leader in information management solutions, has suggested that financial services organisations can achieve a competitive advantage by reducing their cost to serve.

Dezerv raises INR 265 Crores to enhance tech-driven wealth management services

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

Transforming wealth management: The ByAllAccounts data network revolution

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 clinches €11m from top investors to redefine wealth management in...

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

PIMFA advocates for delay in SDR rules due to implementation challenges

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 unveils new savings account offering record Interest rates

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.

How eMACH architecture transforms wealth management in India

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

Sidekick raises £8.5m to democratize wealth management in the UK

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

Navigating the future of crypto compliance: The impact of IRS form...

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 secures $12.5m in Series B funding led by FactSet

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.

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