
A new wave of autonomous, agentic artificial intelligence is systematically dismantling the administrative overload that has long defined the operational landscape for financial advisors. Agentic AI represents a significant advancement in the WealthTech sector, shifting the paradigm from passive tools

A new wave of autonomous, agentic artificial intelligence is systematically dismantling the administrative overload that has long defined the operational landscape for financial advisors. Agentic AI represents a significant advancement in the WealthTech sector, shifting the paradigm from passive tools

An Enduring Legacy in a Shifting World Whispers of decline have begun to shadow the pristine reputation of Swiss finance, yet a closer examination reveals a narrative not of erosion but of strategic reinforcement. For decades, the mention of global
Deeper Sections Await

In recent years, the financial industry has seen a significant shift toward integrating innovative financial technologies (FinTech) with traditional banking systems. A major player in this domain is InvestiFi, a prominent Investment Technology (InvestTech) platform, which has recently formed a

The financial landscape is rapidly evolving, with digital innovation paving the way for more inclusive and secure financial services. One company at the forefront of this transformation is Open Payment Technologies Ltd, which recently unveiled its groundbreaking digital wallet app,
Browse Different Divisions

In recent years, the financial industry has seen a significant shift toward integrating innovative financial technologies (FinTech) with traditional banking systems. A major player in this domain is InvestiFi, a prominent Investment Technology (InvestTech) platform, which has recently formed a

The digital asset investment management platform Haruko recently raised $6 million in a Series A funding round, marking a significant milestone in the company’s strategic development. This infusion of capital, co-led by White Star Capital’s Digital Asset Fund and MMC

Instinct Digital, a leading SaaS provider specializing in investor reporting solutions, has recently reached a significant milestone by successfully closing a £5 million Series A funding round. This impressive achievement, reported by Business Cloud, has garnered considerable attention from key

In a move that could potentially reshape the wealth management technology landscape, private equity giants Bain Capital and Reverence Capital have announced their agreement to acquire Envestnet for a staggering $4.5 billion. Envestnet, a key player in the wealth management

The United Kingdom has recently taken a significant step in restructuring its economic strategy with the introduction of the National Wealth Fund (NWF). The move aligns with broader trends identified by key financial institutions, such as Goldman Sachs Asset Management,

The financial landscape is rapidly evolving, with digital innovation paving the way for more inclusive and secure financial services. One company at the forefront of this transformation is Open Payment Technologies Ltd, which recently unveiled its groundbreaking digital wallet app,
Browse Different Divisions


Uncover What’s Next
B2BDaily uses cookies to personalize your experience on our website. By continuing to use this site, you agree to our Cookie Policy