Tag: WealthTech

Olomon, a Tennessee-based WealthTech company building a financial system of record for households and advisors, has raised $2.6m in an oversubscribed pre-seed funding round...

Conquest Planning, an AI-powered platform designed to modernise how financial advice is delivered across the wealth spectrum, has unveiled an integration with Shaping Wealth...

Ortec Finance has been chosen by Ostrum Asset Management, an insurance and institutional investment specialist affiliated with Natixis Investment Managers, to strengthen the investment...

Investment reporting is the most frequent touchpoint between a private bank and its high-net-worth clients, yet many institutions still treat it as an afterthought,...

HSBC is expanding its artificial intelligence capabilities with plans to launch a Global AI Centre of Excellence in Singapore in the second half of...

Utilities Employees Credit Union (UECU), a full-service US credit union, has teamed up with digital investing solutions provider InvestiFi to embed investment capabilities into...

Objectway, a pan-European WealthTech technology provider for banking, wealth and asset management firms, has entered exclusive negotiations to acquire SLIB, a French capital markets...

KelAI, a company developing an autonomous, AI-driven research engine for institutional investors, has secured $5m in seed funding. The round attracted backing from Frst, Y...

It has been an unpredictable year and it looks like that trend will continue for the rest of the year. As firms enter the...

The first six months of 2026 were unpredictable, with major developments that have heavily impacted global markets. With the dynamic landscape, what were the...