Tag: WealthTech

Payments and AI drive $361m in FinTech funding this week

A total of approximately $361m was raised across 16 FinTech funding and investment deals this week, with Ingenico’s €150m investment emerging as the biggest...

AdvisorFinder unveils Intelligence for AI visibility

AdvisorFinder, a growth platform built for financial advisors, has introduced a new offering called AdvisorFinder Intelligence, aimed at helping advisors understand and improve how...

FE fundinfo brings Irish tax modelling to Nexus

FE fundinfo, a technology provider whose Nexus for Financial Advisers platform connects cashflow planning, investment research and client management for advice firms, has introduced...

California retained its top position in the US FinTech market with...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Why German private banks are rethinking WealthTech vendor selection

Choosing a WealthTech platform ranks among the most consequential decisions a private bank can make, according to fincite, shaping how advisors work, how compliance...

Global WealthTech investments fell 62% QoQ as deals over $100m dry...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

Stash taps Capitalize to tackle forgotten 401(k) savings

Stash is embedding Capitalize’s rollover technology into its app, giving eligible US customers a way to locate and consolidate old 401(k) accounts without leaving...

Why CPF lifecycle models risk getting age 55 wrong

Kidbrooke has warned that lifecycle investment models built for Singapore's Central Provident Fund (CPF) scheme could be producing dangerously misleading attainment figures, unless they...

AdvisorFinder launches AI visibility tool for advisors

AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...

Snoop launches Future You savings visualisation tool

Snoop, a UK-based financial management app, has launched a new feature called Future You, designed to help customers visualise how their existing saving habits...

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