Tag: WealthTech

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.

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

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.

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.

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

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.

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

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

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

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