Tag: WealthTech
Nearly 4 in 10 SMEs open to switching pension provider
Nearly two in five small and medium-sized enterprises (SMEs) are considering switching their workplace pension provider within the next three years, according to new...
GReminders survey: AI boosting advisor productivity
GReminders, a meeting and automation management platform for financial advisors, has published the results of its latest engagement survey, revealing significant productivity gains among...
GeoWealth secures $42.5m Goldman Sachs Series C extension
GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and FinTech solution built for registered investment advisors (RIAs), has extended its Series C financing round...
Prometeia launches integrated private markets offering
Prometeia, an advisory and digital solutions provider serving asset managers, banks, insurance companies and financial advisers, has launched an integrated offering focused on private...
European WealthTech investment doubled in Q4 2025 amid investor optimism
Key European WealthTech investment stats in Q4 2025: European WealthTech investment doubled YoY in Q4 2025
Average deal value increased to $34.5m as larger...
How currency overlay is reshaping portfolio management in 2025
A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
RegTech tools reshaping compliance and regulatory change
For businesses operating in heavily regulated sectors — whether payments, financial services, or gambling — keeping pace with regulatory change is one of the...
Private market ESG data in the age of AI abundance
A long-standing divide has shaped how sustainability data flows through the investment world.
According to ACA Group, public companies have operated for years under...
Earth Blox raises £6m to help banks price nature risk
Earth Blox, an Edinburgh-based technology scaleup that helps organisations quantify how nature loss and climate hazards affect financial performance, has raised £6m in a...
BridgeWise and Alpaca partner on AI investment insights
BridgeWise, a global leader in AI for wealth, and Alpaca, a self-clearing broker-dealer and brokerage infrastructure API provider, have announced a strategic partnership aimed...










