Tag: Investing

How wealth management firms can get ready for generative AI

Earlier this month, OpenAI unveiled its latest advancement in the world of generative AI, Sora. Unlike ChatGPT, its previous revolution in the world of generative AI, Sora allows users to build realistic videos from simple text instructions, potentially providing businesses with another tool to transform operations, such as marketing.

Unlocking the potential of financial goals in risk discussions

Risk is often perceived as a daunting and complex aspect of investing. However, recent research sheds light on a transformative strategy that has proven...

Velexa launches new Fractional Bonds feature: Making elite investments accessible to...

Velexa, recognised as a top WealthTech 100 company, has recently unveiled its latest innovation: fractional bonds. This new feature is a significant addition to their comprehensive suite of investment tools, designed for both embedded and standalone applications.

What firms should know when looking to custodial independence for advisors

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.

Nearly $1bn was raised across 20 FinTech deals this week

Nearly $1bn is raised across 20 FinTech funding rounds closed this week, propped up by three sizeable deals.  It proved to be a bigger week...

CyberTech leads the path in this week’s 24 FinTech funding rounds

CyberTech led the charge for FinTech funding this week, accounting for six of the deals and $386m of the total capital raised. 

4 FinTech companies end 2023 with major deals – Here are...

Four big deals help to make this a strong week for FinTech as the year draws to a close.

Adevinta Ventures backs French FinTech Aria in $14m Series A

Adevinta Ventures, the investment arm of leading classifieds group Adevinta, has invested in French FinTech firm Aria in a bid to help them build on their embedded digital B2B payment infrastructure. 

Boosting Financial Inclusivity: everyoneINVESTED’s survey reveals key insights for UK banking...

Much like consumers in Italy and France, investors in the UK have similar risk profile patterns, and everyoneINVESTED believes its risk profiling solution could become the market standard.

Are WealthTech companies feeling the pinch of less funding?

The global FinTech sector is experiencing a significant decline in funding. While people feared Covid-19 would impact funding, 2020 and 2021 all proved to be some of the strongest years for funding. However, it looks like the current financial landscape has taken a dip.

Download the free AIFinTech100 report

FREE

Download the AIFinTech100 report for 2023 with details on each solution

120,000+ FinTech leaders get exclusive industry stories delivered every week