Tag: WealthTech

Indian FinTech funding increased by 59% YoY as investors loosened purse...

Key Indian FinTech investment stats in Q1 2026: Indian FinTech funding increased by 59% YoY in Q1 2026 Average deal value increased by 24%...

AI in wealth management: closing the implementation gap

Despite widespread recognition of artificial intelligence as the defining technology of our era, the wealth management sector remains caught in a frustrating paradox: ambition...

CaixaBank launches GlobalView wealth aggregator

CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...

Slash Financial hits unicorn status with $100m Series C

Slash Financial, a San Francisco-based business banking platform, has reached unicorn status after closing a $100m Series C funding round that values the company...

The funnel is working: What digital journeys really mean for the...

For a long time digital and physical channels were considered to be enemies, but new trends are showing a symbiosis of the two is the real market opportunity.

78% of investors now use AI for research

BridgeWise, a wealth AI provider, has published its inaugural State of AI for Wealth in 2026 report, revealing that nearly four in five investors...

Wealth.com raises $65m Series B for AI wealth planning

Wealth.com, an AI-powered platform modernising estate and tax planning for wealth management firms, has closed an oversubscribed $65m Series B funding round. The raise attracted...

UniCredit takes €4m stake in BlockInvest

UniCredit, a pan-European banking group, has completed a strategic €4m investment in BlockInvest, a blockchain infrastructure company, acquiring approximately a 16% stake in the...

Only two countries featured in top 10 global WealthTech deals in...

Key global WealthTech investment stats in Q1 2026: Global WealthTech funding grew by 41% YoY in Q1 2026 US companies secured six of the...

UniCredit Poland selects Slate for WealthTech platform

Slate, a customisable front-end and trading platform provider, has been selected by UniCredit NV/SA as its WealthTech partner to launch a combined brokerage and...

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