Tag: WealthTech

Wealth managers are being pushed toward a modernisation reckoning. Instant settlement is becoming the norm just as automation demands stronger data governance, while rules...

Prometeia is deepening its foothold in Spain as the country's Wealth and Asset Management sector accelerates past its previous growth trajectory. Market and regulatory data...

For over a decade, UK retail investors have relied on the UCITS Key Investor Information Document (KIID) or the PRIIPs Key Information Document (KID)...

&Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning...

Creand Wealth & Securities, the Luxembourg-based Asset Servicing & Wealth Management arm of the international Creand Group, has picked NeoXam GP4 as the platform...

Aqua, a next-generation alternatives infrastructure provider, has launched what it describes as the industry's first turnkey alternative investments platform (TAIP), alongside $18.8m in total...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

CPF lifecycle schemes can invest globally, but the retirement outcomes they are built to deliver are measured in Singapore dollars. That mismatch, Kidbrooke argues in...