Powerful Partnership Enhances Financial Insights Copia Wealth Studios has teamed up with ByAllAccounts, a Morningstar company, to enhance its suite of wealth management tools. This collaboration aims to give advisors and investors deeper, real-time visibility into client portfolios by integrating high-quality aggregated financial data. By combining Copia’s advanced wealth visualization platform with ByAllAccounts’ data aggregation […]
Category: WealthTech
WealthTech
Taiwan’s Ambitious AI Projects to Boost Economy by $510 Billion.
Taiwan has announced a bold initiative to supercharge its economy by investing heavily in artificial intelligence (AI), aiming to generate NT$16.5 trillion (approx. USD $510 billion) in economic value over the next decade. This strategic move reinforces Taiwan’s commitment to staying competitive in the rapidly evolving global tech landscape. AI as the Engine of Economic […]
InvestValue Fintech Targets $5 Million to Fuel Neofindesk Platform Expansion.
Wealthtech startup InvestValue Fintech is setting the stage for its next phase of growth by seeking to raise $5 million in funding. The capital will be strategically directed toward scaling Neofindesk, its flagship digital wealth management platform. This fundraising effort comes at a time when India’s wealthtech space is witnessing a sharp rise in investor […]
BNY Mellon and iCapital Partner to Simplify Access to Alternative Investments.
In a strategic move aimed at broadening access to alternative investment opportunities, BNY Mellon has joined forces with iCapital, a global fintech platform specializing in alternative assets. This collaboration is set to make it significantly easier for financial advisors and high-net-worth individuals (HNWIs) to invest in private equity, private credit, hedge funds, and real assets—investment […]
Revolut Launches Stocks and Shares ISAs in the UK: A New Chapter in Everyday Investing.
Fintech powerhouse Revolut has officially launched Stocks and Shares ISAs for users in the UK, giving millions access to tax-efficient investing directly through its app. The move marks a significant expansion of Revolut’s investment offerings and positions the company as a serious competitor in the retail wealth management space. What Is a Stocks and Shares […]
IBM Launches New AI Chips and Servers to Simplify Enterprise AI Adoption.
IBM has taken a bold step toward accelerating enterprise AI integration with the launch of its latest AI-optimized chips and Power servers. Designed to simplify the adoption of artificial intelligence across industries, the new hardware reflects IBM’s mission to make AI deployment faster, more efficient, and accessible for organizations of all sizes. Purpose-Built for AI […]
WealthTech Firm FNZ Lands Investment from Raymond James.
In a major endorsement of the WealthTech sector, global wealth management platform FNZ has secured a strategic investment from financial services giant Raymond James. This partnership highlights the accelerating demand for next-generation digital wealth solutions and reinforces FNZ’s role as a leader in transforming the global wealth management industry. A Strategic Partnership for the Future […]
US Wealthtech Waltz Preps LatAm Expansion with $25M Credit Line.
In a strategic move to expand its global footprint, U.S.-based wealthtech startup Waltz has announced a fresh $25 million credit line to fuel its upcoming launch in Latin America (LatAm). The funding signals Waltz’s growing ambition to become a key player in emerging markets, where digital wealth management tools are gaining traction among rising middle-class […]
Enterprise Wealthtech Platform XFOLIO Secures $2M Seed Investment from MEVP.
XFOLIO, a rising star in the enterprise wealthtech space, has secured a $2 million seed investment from Middle East Venture Partners (MEVP). The funding marks a significant milestone for the company as it looks to scale its operations and revolutionize how wealth management firms, banks, and advisors deliver digital investment experiences. Redefining Wealth Management for […]
PowerUp Money Raises $7.1M to Redefine Wealthtech in India.
In a significant development for India’s growing fintech landscape, PowerUp Money, a wealthtech spin-off from credit card startup Uni Cards, has raised $7.1 million in a funding round led by Accel and Blume Ventures. Other notable investors include Utsav Somani’s iSeed, CRED’s Kunal Shah, and Groww’s Lalit Keshre, signaling strong confidence in PowerUp’s vision to […]
