Tag: WealthTech100

Sustainable, Ubiquitous and Accessible Investing: Velexa’s North Star

Headquartered in London, the mission of WealthTech firm Velexa is as simple as it is ambitious – financial health and access for all.

5th annual WealthTech100 names the companies you can’t afford to miss

The fifth annual WealthTech100 list has named the technology companies transforming wealth and asset management during the uncertain market.

The 4th annual WealthTech100 reveals the most innovative names in the...

The fourth annual WealthTech100 list has been revealed by FinTech Global, highlighting the most innovative companies in an exploding sector.

How Nucoro is helping banks digitise to take on FinTechs

Financial institutions are not as nimble as FinTechs, but that doesn’t mean they cannot offer their own digital services. The answer is integrating technology stacks designed by specialised companies, that enables the financial institution to easily implement a range of digital investing propositions.

Why firms should focus on client centricity and adviser/agent efficiency in...

Digitalisation is no longer a niche innovation project. When it comes to client’s financial relationship management, it should be an essential part of a firm’s business strategy to survive this decade, says Uday Nimmakayala, CEO and Founder at WealthObjects.

Why wealth management firms must integrate a holistic approach in today’s...

As the world treads towards digitalisation, wealth management firms must keep pace with changing technologies by preparing their operations for the digital age.

The benefits of a modern tech stack in the wealth management...

The wealth management industry is facing unprecedented change from numerous directions. David Simpson, Head of EMEA at GBST, argues that firms need to adapt to the new world or risk being overtaken by the competition.

Kidbrooke, additiv team up to meet rising demand for financial health...

Financial analytics API developer Kidbrooke has teamed up with additiv to help cater to the growing demand for financial health and financial planning tools.

Why customer communication management is a top priority for wealth managers

As digitalisation continues to be a priority for firms, they are looking at their customer communication management technology as a critical piece of their infrastructure, according to Doxim vice president of sales, financial services Scott Biel.

Third annual WealthTech100 list reveals the world’s most innovative WealthTech companies

As the WealthTech sector continues to grow at a rapid rate, FinTech Global has named the 100 most innovative companies in the space, as part of its third annual WealthTech100 list.

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Download the AIFinTech100 report for 2023 with details on each solution

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