#wealthtech ผลการค้นหา
🚀 Orion hits $5T in assets + brand refresh, CAIS-Schwab expand integration, Waterlily's AI Quote-and-Apply analyzes 500M+ data points in <1 sec. Big week for #WealthTech innovation! spr.ly/6017At7nJ
Proud to receive the Data Driver Award at @Snowflake World Tour, Bangalore! 🚀 At Dezerv, data powers every decision driving bias-free, tech-led wealth management for India’s next-gen wealth creators. The future is data-driven. 💡 #WealthTech #Innovation #FinTech
📉 Private banking is no longer private. 📱 Platforms like @RevolutApp, @traderepublic & @ScalableCapDACH are making exclusive services accessible to everyone. #wealthtech #fintech #wealthmanagement
Digital wealth management in Hong Kong: Widespread acceptance of AI. If portfolio performance is not satisfying or needs are not covered, investors are more willing to switch wealth advisor than elsewhere. @Avaloq Wealth Insights 2025: avaloq.com/typ/reports/av… #WealthTech
📊 From brokerage to WealthTech giant! In our latest episode, we chat with Angel One on democratizing investing for Bharat, AI-driven personalization & the future of wealth creation. 🚀🎧 Listen now: bit.ly/4nKtMYf #IndiaFintechDiaries #WealthTech #AngelOne #Investing
📢 Our latest speaker taking the stage at the Global WealthTech Summit – David Semmens, Chief Investment Officer at Cadro 📢 Register to hear from the industry leaders shaping the #WealthTech landscape of tomorrow - GlobalWealthTechSummit.com #GWTS25 #Wealth
Velexa and CSB Investors Group Launch First-of-Its-Kind Multi-Tenant Investment Platform Across Four Jurisdictions techbullion.com/velexa-and-csb… #WealthTech @TechBullion
End Your Week the Smart Way! Before you spend, consider investing a portion in the Etica Fixed Income Fund. Your money will thank you next month. 😉 For More Information WhatsApp 0769 999666 or visit eticacap.com #InvestWithEase #EticaCapital #WealthTech #Fintech…
Trends leading #WealthTech through the rest of 2025: WealthTech leaders on trends in H1/25 incl. data and decision science to improving digital advice, integration of #AgenticAI and customer experience. @Fintech_Global. HT @RalfHeim @Fincite2020 fintech.global/2025/08/15/wha…
Paris-based Goodvest bags €12m funding for sustainable investing Goodvest, a Paris-based responsible investment platform, has secured €12m in a Series B funding round, two years after completing its Series A. Read the story here: loom.ly/taDl-cQ #FinTech #WealthTech
Why does getting your own portfolio data still feel like a request? No more emails. No more waiting. Now live in the Dezerv app: 📊 Capital gains 📄 Dividend reports 📈 Factsheets 💸 Fees & TDS 🔍 Full transactions Instant. On-demand. In your control. #Dezerv #WealthTech
Investment Insight: It’s not timing the market that matters most, it's time in the market. Start early. Stay invested. Let compounding do the heavy lifting. For More Information, WhatsApp 0769 999666 or Visit eticacap.com #EticaCapital #WealthTech #Fintech…
📊 Nitrogen’s 2025 Advisor Growth Survey: Organic marketing > Referrals as the #1 lead source for advisors. 🎙️ Hear Nitrogen CEO @danzitting on @craigiskowitz WealthTech Today podcast break down this shift. #FinancialAdvisors #WealthTech
Disconnected systems = lost trust. hubs.li/Q03JFh4Z0 See how @Jiffyai changes that. Our AI-powered solutions bring all client touchpoints together — from Notetaker to Onboarding and Servicing — ensuring delightful engagement for advisors and clients. #WealthTech #AI
#ALDÍALeadership l: 💰📚 Bill Gates reveals how a book far from the business world shaped his vision—blending wealth, knowledge, and curiosity. Discover the story 👉 aldianews.com/en/leadership/… aldianews.com #BillGates #wealthtech #readingfc
Honoured to be recognised as Wealthtech of the Year at the @BWBusinessworld Festival of Fintech 2025. Here's to celebrating every milestone we’ve hit, and every dream we’re still chasing. #WealthTech #FinancialFitness
WealthStack Roundup The AI-powered notetaker and automated assistant platform for advisors, Zocks, and major #wealthtech provider Orion announced a new integration this week. spr.ly/6015A8wV1
📢 Our latest speaker taking the stage at the Global WealthTech Summit – Stuart Gunderson, Chief Operating Officer at Seilern Investment Management 📢 Register to hear from the industry leaders shaping the #WealthTech landscape of tomorrow - GlobalWealthTechSummit.com #GWTS25
Which language should we add next? 🇪🇸 🇵🇹 🇳🇱 Suggestions welcome. #SwissFinTech #WealthTech #Localization #FamilyOffice #EAM #CryptoTrading
Indian investors are diversifying abroad — and for good reason. #GlobalInvesting #WealthTech #CapitalGambit #MutualFunds #AIinFinance financialexpress.com/money/insights…
🔗What if trust in finance wasn’t built on handshakes—but on code? Blockchain enables direct transparent transactions, cutting costs by up to 80% & turning opaque ledgers into sovereign assets Comment “BLOCKCHAIN” for my top 3 beginner strategies! #BlockchainFinance #WealthTech
🚀 Orion hits $5T in assets + brand refresh, CAIS-Schwab expand integration, Waterlily's AI Quote-and-Apply analyzes 500M+ data points in <1 sec. Big week for #WealthTech innovation! spr.ly/6017At7nJ
Singapore banks are leading in #AI adoption — from risk management to client analytics. The AI edge is now table stakes in finance — explainable, auditable, and compliant. #CapitalGambit #WealthTech #FinTech #DigitalTransformation fundselectorasia.com/report-singapo…
🔥 FuturesEdge maintains strong momentum: +0.76% Month-to-Date +31.17% Year-to-Date 💹 Your trading edge with FinLite.ai. #FinLite #AITrading #WealthTech #MarketPerformance
📢 Our latest speaker taking the stage at the Global WealthTech Summit – Luca Zaccagnino, Former Head of UBS Next Connect 📢 Register to hear from the industry leaders shaping the #WealthTech landscape of tomorrow - GlobalWealthTechSummit.com #GWTS25 #Wealth
FinTech Funding September 2025: Indian FinTechs raise USD 194.4 Mn #FinTechFunding #StartupFunding #WealthTech #AIinFinTech #VentureCapital #RecurClub #FinBox #InCredMoney bfsi.economictimes.indiatimes.com/articles/india…
🚀 Focal raises $5M to supercharge AI workflow automation for financial advisors. Beyond note-taking → full RPA integration! spr.ly/6010AsPy2 #AI #Fintech #WealthTech #WealthManagement
If you obsess over pixel spacing & silently roast bad fonts, let’s do it together ;) Tag your designer friend who’d rather Figma than sleep. Apply here: docs.google.com/forms/d/e/1FAI… #Hiring #Startup #WealthTech #UIUX #ProductDesign
Be honest — if you could track your Robinhood, IBKR, XTB, Coinbase, and bank accounts in one app… Would you use it? #Fintech #Investing #WealthTech
📢 Our latest speaker taking the stage at the Global WealthTech Summit – Tom Whateley, Associate Director at Russell Investments 📢 Register to hear from the industry leaders shaping the #WealthTech landscape of tomorrow - GlobalWealthTechSummit.com #GWTS25 #Wealth
RBI reforms are drawing HNIs & family offices into India’s corporate debt market — chasing yield & diversification. financialexpress.com/business/banki… #CapitalGambit #WealthTech #RBIReforms #CorporateDebt #FixedIncome #FamilyOffice #HNIs #InvestmentStrategy #CreditAnalytics
Global banks are doubling down on Responsible AI — making transparency, auditability & ethics central to financial innovation. thebanker.com/content/bc68b9… #CapitalGambit #ResponsibleAI #WealthTech #AIinFinance #EthicalAI #FinTech #Innovation #BankingTech #AI
In the latest #TheWealthTechInsider episode, Anatomy of a Tech Disaster, we unpack how a Salesforce project went sideways and how to avoid the same fate. Tune in 🎧 bit.ly/46LJ9tn #finuragroup #wealthtech #fintech #podcast
@AllocateRite unveils an #AI-powered compliance tool to streamline #marketing review, cut regulatory risk, and boost transparency for financial institutions ➡ martechedge.com/news/allocater… #WealthTech #FinancialServices #Martech #MartechEdge
Our team is on the ground at @RIA__Edge LA, connecting with senior leaders and innovators shaping the future of wealth management. We were proud to sponsor the CTO Think Tank—a gathering of brilliant minds driving technological transformation in #wealthtech.
Proud to receive the Data Driver Award at @Snowflake World Tour, Bangalore! 🚀 At Dezerv, data powers every decision driving bias-free, tech-led wealth management for India’s next-gen wealth creators. The future is data-driven. 💡 #WealthTech #Innovation #FinTech
📉 Private banking is no longer private. 📱 Platforms like @RevolutApp, @traderepublic & @ScalableCapDACH are making exclusive services accessible to everyone. #wealthtech #fintech #wealthmanagement
#ALDÍALeadership l: 💰📚 Bill Gates reveals how a book far from the business world shaped his vision—blending wealth, knowledge, and curiosity. Discover the story 👉 aldianews.com/en/leadership/… aldianews.com #BillGates #wealthtech #readingfc
End Your Week the Smart Way! Before you spend, consider investing a portion in the Etica Fixed Income Fund. Your money will thank you next month. 😉 For More Information WhatsApp 0769 999666 or visit eticacap.com #InvestWithEase #EticaCapital #WealthTech #Fintech…
Took a session for current batch at my alma mater IIML yesterday. Wanted to highlight this slide - "Choose your career like you would choose a great investment." Career is your biggest source of capital. It helps if you can join a good company in a growing industry. #Wealthtech
Still telling yourself you’ll “get to it” later? Time & money aren’t the real blockers - belief + commitment are. Alphanso turns big dreams into actionable financial plans for tech pros. DM us “plan” and we’ll show you how to start today. #WealthTech #FinPlan
Velexa and CSB Investors Group Launch First-of-Its-Kind Multi-Tenant Investment Platform Across Four Jurisdictions techbullion.com/velexa-and-csb… #WealthTech @TechBullion
📢 Our latest speaker taking the stage at the Global WealthTech Summit – David Semmens, Chief Investment Officer at Cadro 📢 Register to hear from the industry leaders shaping the #WealthTech landscape of tomorrow - GlobalWealthTechSummit.com #GWTS25 #Wealth
The legibility of the tech ecosystem is pretty amazing. @Fintech_Global's map of wealthtech, overlaid with my orientation notes. I know ~nothing about #wealthtech, but my mapping to fintech segments seems to hold? Plot from @clarafinds (... as a user I want to segment nodes)
OSL Wealth launches in Hong Kong - first crypto wealth management platform built for trad investors. Combines tokenized treasury + RWA solutions. #Crypto #WealthTech
What would you do with a 15% increase in prospects? That’s what Harriett Financial Group experienced when they integrated Nitrogen into their #WealthTech stack. Read their complete story here to learn how they leverage the Risk Questionnaire to attract more prospects and keep…
Kanadalı #WealthTech KOHO, 190 milyon dolarlık finansmana merhaba dedi fintechistanbul.org/2024/10/07/kan…
Why does getting your own portfolio data still feel like a request? No more emails. No more waiting. Now live in the Dezerv app: 📊 Capital gains 📄 Dividend reports 📈 Factsheets 💸 Fees & TDS 🔍 Full transactions Instant. On-demand. In your control. #Dezerv #WealthTech
Honoured to be recognised as Wealthtech of the Year at the @BWBusinessworld Festival of Fintech 2025. Here's to celebrating every milestone we’ve hit, and every dream we’re still chasing. #WealthTech #FinancialFitness
One tweak to your landing page copy could double your investor leads: #WealthTech #FundMarketing #FintechGrowth
Investment Insight: It’s not timing the market that matters most, it's time in the market. Start early. Stay invested. Let compounding do the heavy lifting. For More Information, WhatsApp 0769 999666 or Visit eticacap.com #EticaCapital #WealthTech #Fintech…
From the beach to the cutting edge of #wealthtech, the IAA team is soaking up the sun and insights at @FutureProof_HQ in Miami! #FutureProofCityWide #fintech #financialadvisors #advisors #RIAs #WeAreIAA
AI technology is changing the wealth management industry, and ST Investment leverages innovative tech to bring clients higher investment returns! 🤖💡 #AIFinance #WealthTech #STInnovation
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