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 […]
Tag: WealthTech
WealthTech Radar 2025: Key Trends
AI Financial Coaches – ChatGPT-like assistants offering tailored advice. Voice-Activated Investing – “Hey, Siri, rebalance my portfolio.” Decentralized Finance (DeFi) Integration – AI-managed crypto and tokenized assets. Regulatory AI – Automated compliance to prevent fraud and mis-selling. Challenges Ahead Over-reliance on algorithms – Black-box AI can make errors. Data privacy risks – Sensitive financial data must be secure. Regulatory hurdles – Governments struggle to keep pace with […]
