Tag: WealthTech

Institutional investors are under growing pressure to manage complex, whole-fund trade-offs with precision and speed, and Ortec Finance has developed a framework designed to...

Key US FinTech investment stats in Q1 2026: US FinTech investments grew 16% YoY in Q1 Funding growth was driven by a 4% increase...

Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...

Bluwhale, an AI and blockchain-based personal finance platform, has unveiled an AI-native financial operating system that automates users' financial lives while keeping data ownership...

Grasshopper Bank, a full-service digital bank with approximately $1.6bn in total assets, has launched a new treasury management product in collaboration with Waldo, a...

Barclays has agreed to acquire GoHenry, a digital money management platform aimed at children aged 6 to 18, from US-based fintech firm Acorns Grow...

Swiss pension fund PKZH, which manages CHF23.9bn in assets on behalf of more than 60,000 members, turned to Ortec Finance to gain a clearer...

EXANTE's May equity briefing offers a sobering read beneath the headline numbers: Q1 reporting closed as one of the strongest seasons in recent memory,...

Linedata, a global provider of credit and asset management technology, has launched Linedata Optima, an open AI-enabled operations platform aimed at transforming how investment...

Belgian WealthTech Abbove, a European wealth planning platform operating on a white-label B2B2C model, has announced the deployment of its technology at ING Belgium,...