Top Tweets for #wealthTech
I'm live. A2B2 is an intelligence & service platform, not just a research tool. It works while you sleep. Waitlist opens tomorrow & closes June 30. Double credits all year. Link in replies ๐
#A2B2ai #HybridIntelligence #AI #AIAgents #Wealthtech #ActiveInvesting #WealthManagement
Soffi Raises $4.6 Million Pre-Seed to Transform Wealth Building for the Next Generation
https://t.co/xw3tS2PNAY
#FundingNews #PreSeed #Soffi #FinTech #WealthTech #PersonalFinance #Investing #FinancialLiteracy #DigitalBanking #FinancialServices #StartupFunding #VentureCapital
18 hours a week. 900+ hours a year. That's what manual reconciliation quietly costs your ops team, before a single client conversation happens.
The hours spent making the numbers agree can shrink to under two.
That shift is the work we do at HMS.
#WealthTech #AI #HMS
Vestd secures Foresight backing for growth push
Read the story here: https://t.co/0XEo7KYb6I
#FinTech #Finance #WealthTech
Private Markets Are Rewriting the Rules of Wealth Creation https://t.co/aHvmUTUMu1 via @CapitalEngine
#PrivateMarkets #AlternativeInvestments #CapitalEngine #WealthTech #Fintech #PrivateEquity #PrivateCredit #CapitalFormation #DigitalAssets #FutureOfFinance #RetailInvesting #InvestmentInnovation #PrivateCapital #WealthManagement #InvestorExperience
Missed the session with Evan Polin + Mark Friedenthal?
Watch the replay:
https://t.co/FXXU1mySYt
#Fintech #WealthTech
Insights from our member @JacobiTech on private asset considerations within a total portfolio approach.
๐ก Discover more about the insights on TWM: https://t.co/L9qOSlETNs
#TWMMembers #WealthManagement #WealthTech #PrivateAsset
Godrejโs Manish Shah on wealth management foray, Rs 3,000 crore FY27 target, and future expansion
#WealthManagement #PrivateWealth #AssetManagement #FinancialServices #BFSI #WealthTech #InvestmentManagement #FinancialPlanning #AUMGrowth #BankingSector
https://t.co/XMwO9MWw80
Robinhood just went live with its RIA referral network.
27.5M users. $250K+ threshold. Swipe to connect with an advisor.
Advisors pay 25% of revenue from referred clients.
The next-gen client acquisition race just got very real.
#WealthTech #RIA #WealthManagement
8/8
Sovereignty is established by ensuring access is granted to a family when you are gone.
I have a full infrastructure audit, read here: https://t.co/7YGYBPscyl
#Bitcoin #WealthTech
Big Banks had the edge for too long. ๐๏ธ๐ป
Fundica closes the gap, putting institutional-grade neural algorithms in your hands. Complexity simplified. Opportunity identified. ๐
The future is here: https://t.co/sEVLWZy9NF
#Fundicazinvestments #AI #WealthTech #Fintech
Vault22 expands UAE footprint amid wealth tech growth
https://t.co/rUuZ6PPGBK
#Vault22 #UAEFintech #WealthManagement #WealthTech #DigitalInvesting #AIInFinance #TaraAI #GCCBusinessNews @vault22_za
Friale Fund IV LLC has partially exited its investment in Groww by selling shares worth about Rs 210 crore through a block deal.
@_groww
#Groww #FrialeFund #StockBroking #Wealthtech #ShareSale #BlockDeal
https://t.co/kPXPUfoRb0
Amplify Platform adds Wealthbox CRM to multi-custodial platform
Read the story here: https://t.co/RelG5wqQk1
#FinTech #WealthTech #Wealth
BridgeWise launches podcast sentiment data feed
Read the story here: https://t.co/S7hQPErQg7
#FinTech #WealthTech #Finance
Platform One powers Trading 212's pension launch
Read the story here: https://t.co/XE4sEva73S
#FinTech #WealthTech #Trading
AI adoption surges among investment managers in 2026
Read the story here: https://t.co/lJXpekliIr
#FinTech #WealthTech #AI
@SimCorp
The bridge between premium wealth advice and lonely DIY investing just got a lot shorter. New digital guidance models are tackling the "Advice Gap" head-on. https://t.co/ruFxi7MJkm
#WealthTech #Fintech #CapitalGambit #Investing
Global wealth hit a record $98.3T, yet traditional wealth firms lost $1.5T in assets to nimbler competitors. The reason? A massive gap in personalization. https://t.co/nfTjHGfnDS
#WealthTech #AI #Fintech #CapitalGambit
Raise Financial Services, the parent company of stock trading platform Dhan, has launched a new investment app called Millions, as it looks to tap into India's growing base of young investors.
@RaiseTheBarHQ
#Dhan #Raise #Millions #GenZ #Wealthtech
https://t.co/ynIUpgPEfE
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