Tag: WealthTech

Financial institutions have often relied on excel spreadsheets for their data analytics. This is leaving many firms with a legacy system that is not effective in the increasingly complex financial market.

Consumer Duty has now been live in the UK for several months. Wealth management firms spent many resources preparing themselves to be ready for...

Key Indian FinTech investment stats in Q1 2024: • Indian FinTech deal activity reached 56 funding rounds in Q1 2024, a 33% drop from Q1...

WealthTech's promising Q1 2024: Valuations soar as strategic buyers lead

Frost Bank, a San Antonio-based firm, is set to incorporate Atomic into its operations to enable it to improve its customer satisfaction rates and make banking more accessible for all.

Bump, a Los Angeles-based WealthTech and FinTech platform, has successfully closed a $3m seed funding round.

Fundpath, a pivotal player in the WealthTech sector, recently confirmed a new investment milestone with a £2m funding round.

RockFi, a Paris-based FinTech company, has successfully raised €3m in a fundraising round.

Allfunds, a leading B2B WealthTech platform for the fund industry, has announced a strategic partnership with Google Cloud.

Mercury, a leading FinTech company used by over 100,000 startups for business banking, has now ventured into consumer banking with its new offering, Mercury Personal.