Tag: WealthTech

WealthReach, an organic growth platform purpose-built for registered investment advisors (RIAs) and wealth management firms, has launched Attract, what it describes as the industry's...

Flanks, a WealthTech company focused on data-led wealth management insights and automation, has launched the AI Financial Advisor, a wealth intelligence co-pilot designed to...

Eunice, a London-based company building institutional-grade due diligence infrastructure for regulated markets, has raised $8m in seed and pre-seed funding as it looks to become the definitive due diligence and disclosure layer for alternative assets.

Saracens, the professional rugby union club, has announced a new partnership with PensionBee, a leading online retirement savings provider, naming the firm as the...

ClearScore has announced an exclusive partnership with Zuto, the UK's leading car finance FinTech, to provide car finance brokerage services as it bids to...

Sunstate Bank, a community bank serving families, individuals and businesses across South Florida, has partnered with InvestiFi, a digital investing solutions provider for financial...

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, a meeting and automation management platform for financial advisors, has published the results of its latest engagement survey, revealing significant productivity gains among...

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, an advisory and digital solutions provider serving asset managers, banks, insurance companies and financial advisers, has launched an integrated offering focused on private...