Tag: WealthTech

Digital sovereignty in wealth management is not decided by where a data centre sits, but by who retains control over data, technology and advisory...

Mylo, Aegon's digital pension-tracing and consolidation app, has confirmed that UK savers have now consolidated more than £250m in retirement savings through the platform. The...

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture,...

Vanguard is set to acquire Altruist, an AI-enabled WealthTech and custody platform for financial advisors, as the investment giant looks to expand access to...

Multiplier has raised $6m in a seed funding round aimed at helping investment firms move past fragmented software and homegrown AI experiments. The round was...

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with VastAdvisor, a governed AI organic...

Digital bank N26, the Berlin-headquartered mobile banking platform, has published new data showing a significant rise in investment activity among its youngest customers. According to...

Financial professionals today are not short of information. Breaking news, earnings releases, regulatory filings, research reports and alternative data all compete for attention. According to...

Itoflow, the London-based AI platform helping professional investment teams scale portfolio research and management, has secured $2.5m in pre-seed funding. The round was led by...

Flanks, the WealthTech firm providing a unified data layer for wealth managers, has partnered with Perplexity to bring regulated, multi-bank portfolio data into the...