Tag: WealthTech

Financial plans built on static assumptions are increasingly struggling to maintain credibility in today's fast-moving environment, according to a new report from Ortec Finance. With...

Banks across Denmark and the wider Nordic region are drawing inspiration from one of the country's most beloved exports — LEGO — to build...

More than a decade since FATCA and CRS were introduced, fund administrators have become the operational backbone of investor tax compliance across global fund...

Confluence Technologies and ACA Group, the governance, risk, and compliance advisor in financial services, have announced a partnership to deliver automated standard data feeds...

Key global WealthTech investment stats in Q1 2026: Global WealthTech deal activity grew by 10% YoY US firms secured over half of all global...

FNZ, the global wealth management platform, has launched FNZ Select, a new premium service offering designed to provide clients with elevated service levels, expanded...

MillTech, a risk management platform specialising in next-generation FX hedging and cash investments for fund managers and corporates, has secured a $60m minority investment...

Not long ago, the notion of opening a SaaS product and simply telling it what you needed — as if speaking to a colleague...

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...

Freedom Bank, a next-generation community bank serving the DC region, has partnered with InvestiFi, an award-winning InvestTech platform, to embed digital investing capabilities directly...