Tag: WealthTech

CentSight, an AI-native financial intelligence platform designed for small and mid-sized businesses, has officially launched publicly, offering business owners access to CFO-grade financial insight...

Edward Jones, a leading North American financial services firm managing $2.4 trillion in client assets, has announced a commercial partnership with Carefull, a digital...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...

Caplight Technologies, a San Francisco-based venture capital data and transaction infrastructure platform, has closed a $16m Series A funding round co-led by BlackRock and...

There is a familiar refrain that echoes through financial institutions when compliance teams request new tooling: "We can build this internally — it's just...

Plus500, a global multi-asset FinTech group operating proprietary technology-based trading platforms, has announced the rollout of 24/5 CFD trading on a selection of stocks...

A new report from Cornerstone Advisors, a financial services research and consulting firm, sponsored by InvestiFi, a provider of digital investing solutions for financial...

Gridline, a turnkey private markets platform for wealth management firms, has announced a strategic partnership and technology integration with Hamilton Lane, a global private...

Libeara, a provider of tokenisation infrastructure for regulated digital assets, has closed a $14m strategic funding round led by GSR, a global market maker. The...

Warren, a Ghent-based WealthTech platform operating its own regulated pension fund and offering AI-powered financial coaching to employees, has closed a €10m seed round...