Farther, a tech-driven wealth management firm, has made headlines by securing $72 million in a Series C funding round, propelling its valuation to nearly four times its previous level. This significant achievement underscores the growing influence of technology in the financial advisory space, as well as investors’ increasing confidence in tech-powered wealth management platforms. The […]
Category: WealthTech
Financial Savings by Households Go Down the Drain as the Emphasis is on Wealth Creation Pays Off.
Recently, one of the noticeable trends has been the changes that have taken place in the financial habits of households. Conventional savings, which were traditionally regarded as an essential aspect of the safety net paradigm, are now deteriorating as the world expands on wealth creation. This trend reveals the new paradigm of many people as […]
The Impact of WealthTech in Finance: 10 Benefits and Use Cases
WealthTech, a blend of wealth management and technology, is transforming the financial landscape by providing innovative solutions for individuals and institutions. From robo-advisors to AI-powered analytics, WealthTech is empowering users to make better financial decisions. Here are 10 key benefits and use cases of WealthTech in finance. 1. Enhanced Personalization WealthTech platforms use AI and […]
IntellectAI Eyes Middle Eastern Wealth Management Advancement with WealthForce.AI Launch
IntellectAI has taken another preparatory step towards further developing the wealth management market in the Middle East, presenting a new platform, WealthForce.AI. IntellectAI, a leading AI solution provider for financial services, has stepped in to change the wealth management market in the Middle East by launching WealthForce.AI. Using this tool, financial institutions will be able […]
Wealth Management Software Provider VRGL Secures Funding for Growth
VRGL, a wealth management software provider, is a quest to get more funds. Such assistance will expand the company’s boundaries thanks to the development of new functionalities and improvement of existing ones developed for the financial advisors and their clients. What does this funding means for VRGL and the rest of the wealth management sector. […]
KFin Technologies Launches Advanced Wealth Management Platform: A Game-Changer for Investors
KFin Technologies Launches Advanced Wealth Management Platform: A Game-Changer for Investors KFin Technologies, the global Financial Services & Technology major, has launched its yet another innovation: An advanced wealth management platform that will enhance investors in employing state-of-the-art tools and even deeper insights. This new platform is intended to change the way investors control their […]
The Rise of On-Demand Insurance
Consumer expectations are changing rapidly in today’s fast-paced environment, and this also applies to the insurance industry. A new trend is challenging traditional models that often involve lengthy contractual arrangements and inflexible terms: on-demand insurance. This innovative insurance approach changes how coverage is provided and consumed, offering more flexibility, convenience, and customization. This blog will […]
Syfe has completed a $27 million fundraise led by Valar Ventures,
Which is the venture capital firm co-founded by renowned investor Peter Thiel. This financing round represents a significant milestone for Syfe as it continues to revolutionize investment management with its innovative wealth management approach. Syfe’s Journey Syfe was set up in 2019 and within a short time, has become one of the top digital wealth […]
NatWest and Reward’s Enhanced Relationship through an Innovative Travel Reward Credit Card
UK Bank, NatWest, has partnered with a customer engagement and loyalty programs pioneer called Reward to launch a new travel reward credit card. This financial product is a new-age tool made in such a way as to give travelers improved experience of banking services while at the same time providing them with desirable travel rewards […]
Wealthtech Firm Neo Raises $48 Million in Funding Led by MUFG and Euclidean Capital
In a significant boost to the wealth management technology landscape, Neo, a prominent wealth tech firm, has successfully raised $48 million in its latest funding round. The round was led by MUFG, one of the world’s largest financial groups, and Euclidean Capital, a well-known investment firm. This funding marks a pivotal moment in Neo’s journey […]