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
An overwhelming majority of banking executives recognize their outdated technology as an existential threat, yet an astonishingly small fraction are actively undertaking the necessary transformation to address it.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
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
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
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
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and on-demand services, the foundational process of building personal wealth often remains stubbornly anchored in outdated, inefficient methodologies.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,