Lending & Investment

WealthTech Market Contracts as New York Becomes New Hub
Lending & Investment WealthTech Market Contracts as New York Becomes New Hub

A dramatic cooling has swept through the once-feverish WealthTech sector this year, signaling a fundamental realignment that has not only slashed investment but also redrawn the industry's geographic and strategic maps. As investors pivot from speculative growth to sustainable profitability, the

10x and audax Partner to Derisk Bank Modernization
Lending & Investment 10x and audax Partner to Derisk Bank Modernization

An overwhelming majority of banking executives recognize their outdated technology as an existential threat, yet an astonishingly small fraction are actively undertaking the necessary transformation to address it. This profound disconnect highlights a central paradox in modern finance: while the

Eurobank Partnership Democratizes Investing in Greece
Lending & Investment Eurobank Partnership Democratizes Investing in Greece

A new digital investment platform born from a strategic alliance between Greece's Eurobank and the WealthTech firm everyoneINVESTED is poised to fundamentally reshape personal finance by making investing an accessible, automated part of daily life for the average citizen. This initiative, called

Why Is Vena's AI for Excel a Gartner Challenger?
Lending & Investment Why Is Vena's AI for Excel a Gartner Challenger?

In today's volatile economic landscape, the pressure on finance teams to deliver accurate, agile, and forward-looking plans has never been greater, pushing traditional spreadsheet-based processes to their breaking point. The recent recognition of Vena as a Challenger in the 2025 Gartner® Magic

Is AI Tech FOMO Setting Firms Up for a Data Reality Check?
Lending & Investment Is AI Tech FOMO Setting Firms Up for a Data Reality Check?

Wealth management firms across the nation have been caught in a whirlwind of artificial intelligence adoption, racing to bolt on everything from automated meeting notetakers to sophisticated pilot projects that promise unprecedented levels of automation. This frantic push, fueled by a palpable fear

Fincite CEO Wins Top Award for WealthTech Vision
Lending & Investment Fincite CEO Wins Top Award for WealthTech Vision

In an era defined by instantaneous digital transactions and on-demand services, the foundational process of building personal wealth often remains stubbornly anchored in outdated, inefficient methodologies. This paradox sits at the heart of modern finance, where client expectations for seamless,

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