Tags: WealthTech

Allfunds has launched Nextportfolio 4, a major upgrade enhancing its subscription services for wealth managers, advisors, and portfolio managers. This version leverages advanced AI technology…

In 2024, Asian WealthTech investments plummeted by 79% year-on-year, totaling $4.5 billion compared to $21.4 billion in 2023, with deal activity decreasing by 69% to…

In 2024, Germany’s WealthTech sector experienced a significant downturn, with investment activity falling 70% year-on-year. Funding dropped from $1.204 billion in 2023 to $362 million,…

FINNY, an innovative WealthTech platform, has gained traction with its AI-driven prospecting solutions for financial advisors. Recently, Josh Brown, CEO of Ritholtz Wealth Management, invested…

Zocks, a privacy-focused AI platform for financial advisors, has raised $13.8 million in Series A funding led by Motive Ventures, with participation from several other…

In 2024, European WealthTech funding plummeted 65% year-over-year to $5.4 billion across 272 deals, down from $15.6 billion in 2023 and a 71% drop in…

Belong, a British WealthTech platform aimed at making investing accessible for young people, recently completed a successful crowdfunding campaign on Crowdcube, raising over £489,000—exceeding its…

In 2024, the global WealthTech industry faced a severe downturn, with investments dropping 69% to $20.1 billion across 1,070 deals, down from $64.4 billion in…

In 2024, the UK WealthTech sector experienced a dramatic 59% decline in investments, totaling only $2.4 billion compared to $5.8 billion in 2023. Deal activity…

In 2024, the WealthTech sector experienced a significant downturn, with total funding plummeting 69% to $20.1 billion and deal volume dropping 67% to 1,021 transactions…