Tag: WealthTech

Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI. The tool acts as an AI marketing operations coworker...

Key European WealthTech investment stats in Q2 2026: European WealthTech deal activity dropped 21% YoY in Q2 UK retained its position as the main...

Banks across Germany, Austria and Switzerland that are replacing their wealth management platforms face a difficult balancing act. According to fincite, the DACH region...

WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms...

InvestCloud is expanding its private markets and managed accounts offering as the WealthTech provider targets record sales and more than $9tn in assets across...

Invesco, a global investment management firm, has launched Personalised Investor Engine (PIE), a new behavioural intelligence platform technology built to help banks and online...

Monetary Metals, the global Gold Yield Marketplace platform that lets gold owners earn a return on their bullion, has closed a $10.5m equity financing...

Evergreen.ai, a Miami-headquartered AI-powered financial advice app founded by FinTech veteran Bill Harris, has launched with a focus on giving everyday Americans access to...

Sprive, an AI-driven consumer FinTech app that helps UK homeowners pay down their mortgages faster using everyday spending, has closed a $10m (£7.7m) Series...

Portage, a global FinTech investment platform with US$7.0bn in assets under management, has closed its fourth venture fund, Portage Ventures IV, at approximately US$600m,...