Tag: WealthTech

Connie Health, an AI-native Medicare navigation platform, has completed the acquisition and integration of Clearlink's Medicare business, following a $40m Series B funding round. The...

Twenty7tec, a mortgage and WealthTech solutions provider, has expanded its integration with financial planning tool FinCalc through new functionality built into its ADVICE platform. The...

Marine Federal Credit Union (Marine FCU), a credit union serving over 85,000 members across the southeastern United States, has announced a partnership with InvestiFi,...

Four Swiss regional cantonal banks, Basellandschaftliche Kantonalbank, Basler Kantonalbank with Bank Cler AG, St. Galler Kantonalbank AG and Thurgauer Kantonalbank, have selected Avaloq, a...

Apis Partners, a private equity firm focused on tech-enabled financial infrastructure businesses, has committed $50m to BIPO, a Singapore-headquartered payroll and HR platform, to...

Mercurius Media Capital (MMC), the first US-based pooled media-for-equity fund, has made a $5m media-for-equity investment in Copper, a financial empowerment platform helping Americans...

Picture the scene: a financial institution is onboarding a new corporate client with operations spanning the UAE, the UK, and the EU. Before any...

A third of UK consumers would consider switching their bank to access a wooden payment card, according to new research by Copecto, a sustainable...

Key US WealthTech investment stats in Q1 2026: US WealthTech funding surged by 83% YoY in Q1 Deal activity projected to grow by 27%...

Compliance teams at financial institutions are buckling under the weight of outdated surveillance systems, and a new survey by A-Team Group suggests the breaking...