Tag: WealthTech

Bank SinoPac, the Taiwanese lender owned by SinoPac Financial Holdings Company, has completed its rollout of the Avaloq platform, which will now underpin its...

Capsafa, a self-funded UK FinTech start-up, has rolled out a free financial life organiser designed to help households stay on top of their accounts,...

Capsafa, a self-funded UK FinTech startup, has launched a free platform to help households organise their financial information and make it easier for relatives...

Investment advisers that rely on annual compliance reviews risk overlooking gaps between written policies and day-to-day practices, according to a recent Risk Alert from...

Key Global FinTech investment stats in Q3 2026: Global FinTech funding grew 35% YoY Seven countries were represented across the top 10 FinTech deals...

September put the equity rally under real strain, according to the latest monthly equity review from trading platform Exante. Rising sovereign yields, firmer inflation expectations...

Monzo, a prominent UK digital bank, has rolled out a Junior Stocks & Shares ISA that lets families put money aside for a child's...

Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY Average deal value...

PlannerPal, an AI-powered workflow platform built for financial advice and wealth management businesses, has secured $6m (£4.3m) to expand its client intelligence technology across...

Prosperum Fintech Holdings (PFH), a Chicago-based holding company focused on technology serving investors, has acquired Yellow Tunnel, an AI-driven investing platform, and plans to...