Category: Wealthtech

  • Risk Profiling with Real-Time Bank Data: A Wealthtech Perspective

    Risk Profiling with Real-Time Bank Data: A Wealthtech Perspective

    Get Paid Faster with Finexer Connect with 99% of the UK Banks and Scale Your Business without Limits Try Now Managing client portfolios today requires more than ticking off a risk questionnaire. For UK wealth platforms, risk profiling must evolve to meet stricter compliance rules, changing client behaviours, and the demand for real-time personalisation. That’s…

  • 6 Account Aggregation APIs Built for Wealthtech Platforms in 2025

    6 Account Aggregation APIs Built for Wealthtech Platforms in 2025

    Looking for UK based Account Aggregation API ? Access 99% of UK Banks with Categorised Data Built for Wealth Platforms Try Now Although fewer than one-third of affluent clients stick with a single platform, nearly 45% plan to move 25–50% of their assets to alternative providers, according to EY’s 2025 Global Wealth Research Report. The…

  • 6 Reasons Wealth Management Platforms Are Adopting Open Banking APIs

    6 Reasons Wealth Management Platforms Are Adopting Open Banking APIs

    Looking to modernise your wealth management platform? Access real-time financial data, onboard investors faster, and stay fully compliant, all with Finexer’s Open Banking API. Try Now Wealthtech platforms are under increasing pressure to deliver seamless, digital-first experiences, and traditional onboarding and data aggregation methods are increasingly out of step. According to a 2024 report by…

  • KYC for Wealth Management in the UK [2025]

    KYC for Wealth Management in the UK [2025]

    Get Verified with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Onboarding is a critical step in wealth management. It’s the first real interaction with clients and sets the foundation for a long-term relationship. Yet, traditional onboarding processes are often plagued with challenges, delays caused by manual document…

  • Wealthtech: The New Frontier of Open Banking

    Wealthtech: The New Frontier of Open Banking

    Wealthtech, a union of wealth management and technology, is a technology-driven approach to managing wealth. It has recently gained traction due to its ability to make the traditionally manual and labour-intensive wealth management process more efficient. What You Will Learn from This Blog: ✓ Impact of WealthTech on financial services. ✓ How Open Banking revolutionizes…

  • Open Banking: The Revolutionary Tool in Wealth Management – A Detailed Case Study

    Open Banking: The Revolutionary Tool in Wealth Management – A Detailed Case Study

    Get Paid with Finexer Connect with 99% of UK Banks and Scale Your Business without Limits Try Now Wealth management covers a wide range of financial services to address a client’s diverse needs, including investment advice, estate planning, accounting, retirement planning, and tax services. Introduction Open banking is changing wealth management by allowing secure data…

  • Navigating the UK’s WealthTech Sector: A Spotlight on Top Startups

    Navigating the UK’s WealthTech Sector: A Spotlight on Top Startups

    WealthTech -The words “wealth” and “tech” have come together to give rise to a new generation of financial technology companies that create digital solutions to transform the investment and asset management industry. Introduction In the rapidly progressing landscape of financial technology, or FinTech, the wealthtech sector in the UK is making significant strides, establishing itself…