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WealthTech Weekly May 27, 2022

WealthTech Weekly
27 May 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks presented testing software that employs ethical hacking, Stripe cut the red tape of its App Marketplace, and NatWest cooks a new platform with Accenture and Microsoft, all while the BNPL baton might be passed back to banks. But let’s break it down.
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About Us

WealthTech Club for FinTech experts allows you to be aware of challenges, drivers, and trends in FinTech.

Here, you can find the latest analyses of leading FinTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

WealthTech Weekly
27 May 2022

WealthTech Weekly May 27, 2022

by INSART

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…
> Read News
WealthTech Weekly
20 May 2022

WealthTech Weekly May 20, 2022

by INSART

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…
> Read News
WealthTech Weekly
13 May 2022

WealthTech Weekly May 13, 2022

by INSART

WealthTech Weekly May 13, 2022

Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world. What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos,…
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Industry Overview
11 May 2022

Must Visit: 9 Tech Events to Attend in May and June

by INSART

Must Visit: 9 Tech Events to Attend in May and June

Lots of event opportunities are waiting this June and May for Fintech leaders hungry for networking and knowledge sharing. Choose your huddle and pin the date!
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Industry Overview
4 May 2022

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

by INSART

Ultimate Wealth Toolkit: Utilities for Financial Advising and Management

Explore our picks from the array of platforms and instruments for financial advising and wealth management. See what Fintech has on offer, find an app for yourself, or decide how…
> Read Article
WealthTech Weekly
29 April 2022

WealthTech Weekly Apr 29, 2022

by INSART

WealthTech Weekly Apr 29, 2022

Why has Apple acquired a UK Fintech, Tangany's and Udaan's funding rounds, Zopa hits profitability, and “Juice funds.”
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Industry Overview
5 April 2022

Activist Investing Evolution: From Financial to Human Values

by INSART

Activist Investing Evolution: From Financial to Human Values

Sustainability investing has been manifesting its growth in the recent years. One of the forms this trend takes is activist investing - redefined. We explore its journey from the beginning…
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Industry Overview
31 March 2022

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

by INSART

Robo-Advisors: Will Human Financial Advice Survive Investment Automation?

Self-guided online services have been managing human wealth for almost 15 years. Launched the same year that crypto was created, robo-advisors managed to cement their presence in the Fintech market,…
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Press Releases
11 October 2021

Docupace has acquired PreciseFP, an award-winning client-onboarding platform

by INSART

Docupace has acquired PreciseFP, an award-winning client-onboarding platform

Docupace has acquired PreciseFP, an award-winning client-onboarding platform that removes the hassle of collecting client financial data for wealth managers and financial advisors.
> Find Details
WealthTech Weekly
2 August 2021

WealthTech Weekly August 2, 2021

by INSART

WealthTech Weekly August 2, 2021

iCapital receives $4 billion valuation after latest fundraising round. AdvisorEngine hires Raj Madan as Chief Information Officer. All-in-one software provider, Advyzon, announces A Series of integrations with BNY Mellon’s pershing.
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WealthTech Weekly
26 July 2021

WealthTech Weekly July 26, 2021

by INSART

WealthTech Weekly July 26, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…
> Read News
WealthTech Weekly
19 July 2021

WealthTech Weekly July 19, 2021

by INSART

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…
> Read News