Tags WealthTech

Tag: WealthTech

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.

Wealth Dynamix launches industry first end-to-end client lifecycle SaaS solution

Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.

Indonesian WealthTech startup Pluang snags $20m in pre-Series B round

Indonesia-based Pluang secured $20m in a pre-Series B round led by its existing investor, Openspace Ventures to develop and launch more proprietary financial offerings.

How digital distribution and reporting will impact the AIF ecosystem

With the advent of technology people have become accustomed to improved experiences and better access to data. Digital distribution and reporting technology enables fund managers to transform their operations to be more collaborative with investors and be much more transparent.

Global WealthTech funding nearly quadrupled over the last five years after...

WealthTech companies globally raised $9.3bn last year across 443 transactions setting a record for both funding and deal activity.

How will Brexit affect wealth management regulations?

Brexit could change the realities of wealth management and how WealthTech companies can navigate the new realities is something Zaliia Gindullina, head of business development at Kidbrooke, discussed in a recent podcast.

Top ten trends in wealth management in 2021 to look out...

As 2021 is kicking off, there are several trends in wealth management to look out for.

WealthTech Carne Group secures $121.8m in new investment

Digital asset management company Carne Group has netted a $121.8m investment from Vitruvian Partners to expand the WealthTech’s client led technology solutions.

What will be the main drivers of the WealthTech sector be...

It is safe to say most people will be happy when 2020 is over. The year has brought a number of unprecedented challenges that...

Why WealthTech funding could drop for the first time in years...

WealthTech funding in the first three quarters is 5.1% lower compared to the same period last year.

Do you know which are the leading RegTech companies in each sector?

Find out in the Global RegTech Buyer's Guide for 2021

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Watch the webinar with Dubber and HSBC to find out more

Did you know the FCA requires 100% of calls to be recorded and captured

- even when working remotely

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