Tag: WealthTech

Mercury, a technology company providing banking services to startups and scaling businesses, has introduced two exclusive treasury products with Morgan Stanley Investment Management and...

TradePMR by Robinhood, a provider of custody and technology for growth-focused registered investment advisers, has integrated with WealthTech platform Artha to bring AI-driven portfolio...

Confluence Technologies has launched Confluence POINT, a new layer of AI-enabled automation built to work across its existing solutions. POINT is designed to sit within...

Compliance professionals keep asking the same question: will digital assets, tokenisation and prediction markets force regulators to rewrite insider trading law? Increasingly, the answer...

Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership...

VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, has closed a $1m SAFE funding round backed by senior figures from across the...

Quartr, an AI infrastructure provider for institutional finance and company research, has raised $18m in new funding as it looks to accelerate product development...

Nest Commerce, the technology-led performance and creative agency, has released new research showing that UK finance brands are falling behind other sectors in paid...

FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...

WealthTech firm Centricity, an India-based wealth management platform serving finance and investment professionals, has reportedly closed a funding round worth approximately $33m. The round was...