From Alexa to WealthTech: Making Data Actually Useful - Max Klein, Co-Founder and CEO of LEA The Customer Wins with Rich Walker Full Episode: https://t.co/foumeTKhQ1

Get ready for the 2026 @t3techhub Conference, coming to New Orleans March 9–12, 2026! Known as the premier #wealthtech event for #financialadvisors, T3 brings together innovators, and thought leaders shaping the future of #fintech. Watch this video for a preview:

SignatureFD’s Laura Hubbell says the bucket framework transforms client conversations, helping people see their wealth through “live, protect, give” lenses that build clarity and confidence during every market cycle. 🎥 Hear why this approach resonates so deeply with clients.

2025 was a game-changer for Singapore's fintech, dive into exclusive insights & data on Singapore's digital economy: https://t.co/xh40fHgJur #Fintech #Singapore #DigitalBanking #Payments #RegTech #WealthTech #NeoBanking

Our recent Inside WealthTech with @IMAfinancial, uncovers: https://t.co/Mn69Hp42Tc ✅ Biggest shifts in wealth management ✅ How RIAs leverage tech, AI, & alts ✅ Scaling practices with team-based approaches ✅ Insights on holistic planning, investment models, & innovation

Drowning in data but still guessing what to buy or hold? 📉 Meet AlphaLens - see Buy/Sell verdicts, confidence scores, & future projections in one view. 2M+ data points, real-time context, total clarity. Try it now & tell us! #Fintech #WealthTech #Investing

Launching the Koki Insight Series. A monthly deep dive into the ideas, shifts, and innovations shaping private wealth, family offices, and the next generation of WealthTech. From governance and continuity to knowledge systems and operational excellence, we explore how the

I'm recording the next WealthStack podcast episode w/ @jasonpereira on 12/10 & we're breaking down what actually worked in wealthtech this year, what flopped, and where AI helped (and where it didn't). Got a questions for Jason? Drop it ⬇️

Recently listed stock broker @_groww has infused INR 104.5 Cr into its wholly owned wealthtech platform @fisdomApp via a rights issue. 👇 In an exchange filing, Groww said that as per the share purchase agreement it entered into with Fisdom’s parent company Finwizard Technology

Mutual fund distributors-focussed wealthtech startup Wealthy has raised INR 130 Cr (about $14.6 Mn) in its Series B funding round led by Bertelsmann India Investments. 👇 In a statement, the startup said it will use the funds to advance its AI-powered tools and digital

Automation is the new leverage. This isn’t about replacing people. It’s about amplifying precision. AI doesn’t take away your power. It multiplies it. The future doesn’t wait for permission. It builds itself. #StackerAgent #GaryClub #AI #Solana #WealthTech

Endowus raises US$70M, led by Illuminate Financial 💰 The 🇸🇬 wealthtech firm hits US$10B AUM, expands in HK, and rolls out a B2B platform for advisors. CEO: “2025 will be our strongest year ever.” 👀 https://t.co/7i234hTa2y

🚨 Crypto is making its mark in WealthTech. The upcoming Global WealthTech Summit isn’t just about traditional finance several companies attending are already deeply involved in crypto-related business offerings: Alpaca → Licensed brokerage with crypto trading & custody

The rise of Generative #AI in #Asia's wealth management: Asian wealth firms are rapidly adopting #GenAI, with nearly 50% moving beyond the experimentation phase and scaling its use – up from 19% in 2024. @Accenture: https://t.co/mVHjxM6nVm #WealthManagement #WealthTech

InvestmentNews Reporter Andrew Cohen discusses his recent story on the credentials-sharing crackdown among 401(k) wealthtech platforms. @andrew_cohen0 @investmentnews https://t.co/y7YxM3H1Cq

The future of financial advice isn’t AI or human touch—it’s both. AI handles routine work, freeing advisors to focus on empathy, trust & guidance. Chief Behavioral Officer @danielcrosby shares 3 keys to combining tech & human insight 👉 https://t.co/iMlYIRsffG #AI #BeFi

In this episode of Inside Wealthtech, we sit down with Marla Sofer, Founder & CEO of @KnomeeWealth, for a candid conversation about the future of advice—and why the next frontier in wealthtech isn’t more products, it’s deeper client understanding. https://t.co/fhk2bKRPJs

Say hello to our National 2026 Partner, Centricity WealthTech🤝✨ Glad to have them join as a Growth Partner powering India’s largest Exposition for Personal Finance Professionals. 2,000+ delegates. 50+ partners. #NFPNational2026 🎟 Register now – https://t.co/0xdWkS7AUH

Wow - @Wealthfront targeting a valuation of up to $2.05B in its IPO. The wealthtech plans to raise as much as $485M by selling 34.6M shares at a price range of $12-$14. That's ~6x revenue / 2.3% AUM → definitely on the lower range of where I expected. Only a minor step up from