Tag: WealthTech

VestGen Wealth Partners, a wealth management business focused on tackling advisor succession while serving clients across multiple generations, has obtained growth capital from Willow...

EXANTE’s new report argues AI’s real costs lie in power, minerals and water. Read the full analysis here today.

Brio Platform, a developer of fund and LP operations software, and Losange Finance, a fund administration and accounting specialist, have agreed to merge, with...

Zumo, a UK digital assets firm, and SaaScada, a cloud-native core banking provider, have partnered to help UK banks and wealth managers integrate regulated...

Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding surged 3x YoY in Q3 Funding surge was driven by a 14.4x growth...

Bank SinoPac, the Taiwanese lender owned by SinoPac Financial Holdings Company, has completed its rollout of the Avaloq platform, which will now underpin its...

Capsafa, a self-funded UK FinTech start-up, has rolled out a free financial life organiser designed to help households stay on top of their accounts,...

Capsafa, a self-funded UK FinTech startup, has launched a free platform to help households organise their financial information and make it easier for relatives...

Investment advisers that rely on annual compliance reviews risk overlooking gaps between written policies and day-to-day practices, according to a recent Risk Alert from...

Key Global FinTech investment stats in Q3 2026: Global FinTech funding grew 35% YoY Seven countries were represented across the top 10 FinTech deals...