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✦ Insights from experts.
✦ Case studies.
✦ Selected news.
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Our Latest Article
WealthTech Weekly: May 5, 2023
Welcome to the Wealthtech news highlights of this week. See how leaders in financial services are doing this week.
What’s going on:
- Range nets $12m for the growth of its AI Wealthtech offering
- Dynasty Financial Partners starts an investment bank
- GBST purchases WealthConnect
- Kidbrooke highlights key Fintech trends of Q1 2023
- New research predicts the U.S. Fintech market will give way to APAC as the leading one.
Let’s explore them one by one.
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Our Latest Article
Top 11 Budgeting & Wealth Management Tools for Your Business and Personal Finance
Fintechs face intense competition in the market coupled with macroeconomic pressures. They either evolve or die. The companies I feature in this article dig in their heels during the “crisis as usual” era. By upgrading their apps and offering new unique experiences, these Fintech market players secure their sweet spots in the world of finance.
If you’re a Fintech innovator, this article is a perfect opportunity to study your competitors. But you can also use the reviews below to maximize your budgeting, banking, and investment with the apps that dominate the Fintech market in 2023.
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Our Latest Article
WealthTech Weekly: April 28, 2023
Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry. See how leaders in financial services are doing this week.
What’s going on:
- Morningstar adds model portfolios to its array
- Allworth Financial acquires McDaniel Knutson Financial
- First Rate now owns InvestEdge's assets
- Plotify nets $12.5m in a series A funding
- FintechFutures recaps Objectway User Conference
- The Economic Times explores Wealthtech’s potential to align retail investors and wealth managers
Let’s explore them one by one.
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