Tag: WealthTech100

Artificial intelligence is no longer a side project in banking. It is becoming the engine reshaping how institutions operate, how advisers work and how...

Artificial intelligence is quickly becoming the defining battleground for wealth management. From predictive portfolio analysis to automated client engagement, firms across the industry are...

Behavioural Finance was grown from the roots of Tweed Wealth Management – a multi-adviser financial advice firm – to build AI-powered automation tools for...

Founded in 1999, NICE Actimize represents a dedicated, vertical line of business within the broader NiCE organization. Its competitive advantage? It doesn’t operate in...

In an era where AI-driven wealth advice is more common and widespread than ever, being able to sort the beneficial from the not-so-helpful can...

For IRALOGIX, 2025 was a milestone year. Not only did the company celebrate its 10-year anniversary, but it was an inflection point for the...

Improving communication capabilities might not strike wealth management firms as important as tools that streamline trading or insight generation. However, Michael Lynch, chief operating...

Data is the lifeblood for modern finance, and how it’s managed can make or break a business. QUODD was built to help firms improve...

When wealth management firms think of digitalisation, philanthropy might not appear high on their priority lists. However, Foundation Source CEO Joseph Mrak III believes...

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...