Point named in the WealthTech100 as demand grows for AI-ready investment data
Recognition highlights Point’s role in helping wealth and asset managers build data-first businesses with trusted, AI-ready investment intelligence
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We’re a British Data Awards 2026 Finalist
We’re pleased to share that Point has been named a Finalist for ‘Start-up of the Year’ at the British Data Awards 2026.
Point launches AI Meeting Briefs, built on trusted data
A deterministic AI capability that produces meeting-ready briefs in seconds using verified, reconciled and fully traceable investment, client and market data.
AES International Partners with Point to Launch Scalable, Data-First Wealth Management Infrastructure
A collaboration that modernises AES’s operations with Point’s Investment Data Intelligence platform, boosting efficiency, transparency, and growth readiness.
Point and moneyinfo: Delivering Clean analysed Investment Data to the Client Portal
We’re excited to share that Point has completed an integration with moneyinfo, the UK-based client portal and digital engagement platform tailored for wealth ma …
How to build a wealth manager: Your Target Operating Model
Over the last decade, technology has transformed how investment businesses operate. Yet while tools have evolved, many operating models have not. The result? Bu …
Point and InvestGlass announce integration to empower investment managers
Point and InvestGlass announce integration to empower investment managers with seamless Investment Data Intelligence (IDI) and CRM capabilities Point is excited …
The Evolution of Portfolio Management Systems: Why Investment Data Intelligence (IDI) Is the Future
In an industry defined by complexity, wealth and asset managers are tasked with managing a growing volume of investment data across multiple custodians, asset c …
Point Secures Seed Investment to Supercharge Growth in Investment Data Intelligence
We are thrilled to announce a major milestone for Point as we have successfully secured seed investment. This new capital injection, alongside our already estab …
Point Recognized in Forbes for Leading Family Office Technology Solutions
In a major milestone for Point , our platform, has been recognized as a leading solution in Forbes' 2024 Family Office Software & Technology Review. This ac …