Tag: WealthTech

MoneyStack, a financial counselling platform designed for behavioural healthcare, has secured $1m in fresh investment to embed financial crisis support within treatment programmes, beginning...

BankSocial, a provider of Web3 and AI-powered financial technology, has partnered with Vyrdia, a core processor and digital technology provider to credit unions and...

Menos AI, an AI-native platform built for institutional investors, has secured $5.1m in Pre-A funding, taking its total capital raised past $10m. Returning backer Copper...

Asset owners face a growing challenge in explaining what drives their fund performance, according to a new whitepaper from Ortec Finance. Several shifts are driving...

Government bond markets endured a punishing summer, with long-term yields climbing to levels not seen in nearly two decades. According to analysis from Prometeia,...

Portfolio carbon metrics are now central to investment decisions, climate risk management and regulatory reporting. However, new research from LSEG Data & Analytics suggests...

NFU Mutual, the rural insurer that ranks as the largest in its field in the UK, has chosen a combined offering from Bloomberg and...

FE fundinfo, a data provider supporting thousands of UK advice firms, has launched the next stage of Nexus for Financial Advisers. The update extends the...

Savvy Wealth, an AI-native wealth management platform serving independent financial advisors, has rolled out Savvy Custodial Platform, a new custody offering designed for registered...

Austrian employees will soon be asked to give up a capital guarantee on their retirement savings, yet almost none of the country's life insurers...