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Why So Many Fintech AI Projects Are Failing (And How to Fix Them)
When tech founder and investor Draven McConville implemented GitHub Copilot at his work management platform […]
Altruist Unveils Hazel, a Transformative AI Platform for Wealth Professionals
Altruist announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors
Datalign Launches GEOs, An AI-Powered Geographic Expansion Engine For Financial Advisors
Datalign Advisory launched GEOs, an AI-powered geographic expansion engine to help financial advisors identify underserved consumers
Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
Datalign Advisory (“Datalign”), an AI platform matching consumers with leading financial advisors, today announced Link […]
Jump Closes $20 Million Series A Funding Round, Led by Battery Ventures, to Transform Financial Advisors’ Workflows Using AI
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial […]
CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives
CAIS, the leading alternative investment platform for independent financial advisors, today unveiled a series of […]
Manzil Wealth Launches Canada’s First Halal Wealth Platform and Expands with Acquisition of Canadian Islamic Wealth
Manzil Wealth, a leading Islamic finance company company and a subsidiary of Manzil, is proud […]
AI WealthTech Company Range Raises $28 Million Series B Led by Cathay Innovation
Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by […]
Fintech Innovator Twenty7tec Secures £16.5m Growth Package With FRP Support
A Bournemouth fintech firm has outlined its plans for growth after securing £16.5 million of […]
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital […]
BlackRock Invests in Willow to Support Growth of NextGen Investors
BlackRock, Inc. (NYSE: BLK) has made a minority investment in Willow Network, Inc. (“Willow”), a […]
Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and […]
Carefull Raises $16.5 Million to Scale Financial Safety Platform for Older Adults and Their Families
Carefull, an AI-powered financial safety platform that helps banks and wealth advisors protect aging customers […]
intelliflo redblack Enhancements Empower Advisors with Greater Control of their Data
The ability to effectively leverage data to make critical business decisions has become increasingly important […]
WiserAdvisor announces the acquisition of Indyfin and its investor experience platform
WiserAdvisor, a leading investor referral generation platform for financial advisors and advisory firms, has announced […]
FX AI Income Solution: The Financial Solution That Offers a Passive Income Lifestyle With Only $100,000 of Investment
In today’s financial services industry, transparency has become a key customer demand. Gone are the […]
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