Can a machine truly grasp your financial aspirations better than a seasoned advisor? As technological advancements pique interest in the wealth management field, the implementation of artificial intelligence promises an era of precision and personalization. An unexpected leap in AI-driven
Can a machine truly grasp your financial aspirations better than a seasoned advisor? As technological advancements pique interest in the wealth management field, the implementation of artificial intelligence promises an era of precision and personalization. An unexpected leap in AI-driven
The European WealthTech sector experienced a significant funding resurgence, with investments in Q2 surging by two-thirds compared to the prior quarter. This remarkable rebound was driven by a sharp rise in high-value transactions exceeding $100 million, highlighting the industry’s shift
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In an effort to bridge the advice gap and bolster its digital advisory services, Quilter has acquired the digital investment app NuWealth, formerly known as Wombat Invest. Quilter, a leading wealth management firm, sees this acquisition as a key advancement
SAVR, a Swedish investment platform known for its expansive selection of approximately 1,700 discounted funds, has taken a significant step to enhance user experience by integrating with Brite Instant Payments. With an impressive user base exceeding 100,000, SAVR aims to
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In an effort to bridge the advice gap and bolster its digital advisory services, Quilter has acquired the digital investment app NuWealth, formerly known as Wombat Invest. Quilter, a leading wealth management firm, sees this acquisition as a key advancement
Moneybox, a prominent savings and investment platform, has faced an unprecedented surge in transaction volumes owing to a remarkable 43% increase in assets under administration in 2023 and the expansion of its user base beyond one million customers. This rapid
VRGL, a prominent provider of client acquisition and investment proposal management solutions in the wealth management industry, has recently completed a successful round of funding. This new influx of capital, led by existing investors like FINTOP Capital and MissionOG as
Wealth at Work, a leader in financial education and employee wellbeing solutions, has announced the launch of its innovative financial wellbeing platform called “Money&Me.” This interactive platform aims to assist employees in navigating a range of financial topics such as
Mintos experienced remarkable transformation and growth during the financial year ending December 31, 2023, repositioning itself as a multi-asset powerhouse in the investment landscape. Originally a platform dedicated solely to loan investments, Mintos diversified its offerings significantly in 2023 with
SAVR, a Swedish investment platform known for its expansive selection of approximately 1,700 discounted funds, has taken a significant step to enhance user experience by integrating with Brite Instant Payments. With an impressive user base exceeding 100,000, SAVR aims to
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