Nevis, an AI platform for wealth management, today announced that it has raised $35 million in a Series A round from Sequoia Capital, ICONIQ and Ribbit Capital, bringing its total funding to $40 million less than a year after founding.

Unbiased Pro, the UK’s leading AUM growth platform for financial advice businesses, today announces the launch of SmartAccept, a first-of-its-kind AI-powered feature designed to help advisers secure more of the right prospects and grow their businesses.

Altruist announced the launch of Hazel, a powerful AI platform designed specifically for financial advisors

Datalign Advisory launched GEOs, an AI-powered geographic expansion engine to help financial advisors identify underserved consumers

Datalign Advisory (“Datalign”), an AI platform matching consumers with leading financial advisors, today announced Link […]

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial […]

CAIS, the leading alternative investment platform for independent financial advisors, today unveiled a series of […]

Manzil Wealth, a leading Islamic finance company company and a subsidiary of Manzil, is proud […]

Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by […]

A Bournemouth fintech firm has outlined its plans for growth after securing £16.5 million of […]

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital […]

BlackRock, Inc. (NYSE: BLK) has made a minority investment in Willow Network, Inc. (“Willow”), a […]

Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and […]

Carefull, an AI-powered financial safety platform that helps banks and wealth advisors protect aging customers […]

The ability to effectively leverage data to make critical business decisions has become increasingly important […]