One of the greatest challenges facing wealthtech providers is the low level of global financial literacy. In the EU, 64% of the population has a medium financial literacy level, and 18% have a low ...

"We are honored to be recognized by Global Private Banker this year for the impact our WealthTech API platform makes on a wide variety of financial institutions," said Joe Stensland, Chief ...

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for ...

French WealthTech firm RockFi raises €18 million Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management ...

To explore this exciting new area and begin to address these issues, PIMFA WealthTech, created by the industry association PIMFA to develop new concepts and promote the latest technologies ...

Mumbai (Maharashtra) [India], March 21: Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully integrated WealthTech platform ...

(Representational Image/Freepik) Wealthtech startup smallcase has raised $50 million in a Series D funding round led by Elev8 Venture Partners, with participation from State Street Global Advisors ...

Forbes contributors publish independent expert analyses and insights. As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are ...

Most RIAs can boast impressive growth in AUM without much effort. Wafting along on the happy updraft of ever-rising markets, an RIA could merely tread water and watch the firm “grow” over the ...

Wealth Enhancement, an acquisitive Minneapolis-based RIA with $107 billion in client assets, has acquired XO Wealth Management, a Dallas-based independent RIA. XO Wealth was founded in 2016 and ...

An audio clip of JD Vance criticising billionaire Elon Musk has gone viral on X, with the US Vice President calling it "fake AI-generated". In the clip, which was posted by a religious leader from ...