What businesses should be aware of while searching for consultants with custodial independence
Providing advisers with seamless access to custodial data is one of wealth firms...
Penfold, a wealth tech platform, starts a new crowdfunding initiative.
Leading provider of digital pensions Penfold has formally announced the launch o...
Swiss investors' empowerment: the emergence of client-focused WealthTech solutions
The dynamic world of wealth management is changing, especially in Switzerland an...
ESG tech race for FinTech entrepreneurs is unveiled by PIMFA WealthTech and Morningstar.
In collaboration with Morningstar, PIMFA WealthTech has launched its newest Tech...
Belong initiates a revolutionary £2.95 million pre-seed round to usher in a new era in WealthTech.
Belong, a trailblazing platform that builds wealth, has come out of stealth mode...
US wealth-tech startup NewRetirement secures $20 million in Series A financing
After completing a Series A fundraising round, California-based NewRetirement, w...
How ByAllAccounts is enabling data providers, wealth management companies, and wealthtechs to integrate their data infrastructure
Data is the foundation of wealth management, but businesses are finding it diffi...
Bokra, a FinTech company in Cairo, raises $4.6 million to transform WealthTech in the MENA region.
A successful $4.6 million pre-seed investment round has been reported by Cairo-b...
