Tag: WealthTech

The new UK's Advice Guidance Boundary Review has been pitched as a 'once in a generation change', but how is it going to change the wealth management landscape? 

SymphonyAI has released a webinar exploring how agentic artificial intelligence is reshaping compliance functions within the banking sector, and why financial institutions that fail...

Seapoint, an AI-native financial operations platform designed for European startups, has closed a €7.5m seed round, bringing its total funding raised to €10m in...

Finova, a leading UK provider of cloud-based mortgage, savings and lending software, has opened a new Manchester office, creating more than 50 roles as...

K1x, an AI-native platform for private markets tax data, has closed a $175m growth investment led by Sumeru Equity Partners, with participation from existing...

Alpaca, a US-headquartered brokerage infrastructure API provider, has completed its acquisition of WealthTech firm WealthKernel, marking its formal entry into the European market alongside...

Securities Commission Malaysia (SC), the country's capital markets regulator, has led a high-level delegation to China as part of efforts to deepen cross-border investment...

CaixaBank, one of Europe's largest financial institutions, has chosen Flanks, a Barcelona-based WealthTech firm, to provide the data infrastructure underpinning its new multi-custodian aggregation...

Broadridge Financial Solutions, a global FinTech firm and S&P 500 constituent listed on the NYSE, has announced a strategic partnership and minority stake in...

PenFed Credit Union, one of the United States' largest federal credit unions with nearly 2.8 million members, has struck a deal with InvestiFi, a...