Institutional Investment & Trading

Pebble nets seed round for its indexing app

Pebble, which offers direct indexing services, has closed its seed round on an undisclosed amount.

Accelex secures $5m to transform how investors work with data

Accelex, a SaaS platform redefining alternative investment data management, has raised $5m in funding.

Over 80% of investors are planning to increase allocation to alternatives over next five...

More than four-fifths (84%) of investors are planning to increase their allocation to alternatives over the next five years, according to a new report from AIFMetrics.

FinTechs use market alliances to offer leading savings products, research finds

Research by Investec has found FinTechs use partnerships with larger financial services companies to offer market-leading savings products to their clients.

Franc has raised $300,000 so far in its seed funding round

South African FinTech Franc has so far raised $300,000 in an ongoing seed funding round to fund its efforts to simplify the world of investment.
FNZ amplifies wealth management platform with strategic ifsam acquisition

FNZ amplifies wealth management platform with strategic ifsam acquisition

FNZ, a prominent global WealthTech platform, has officially acquired ifsam, International Fund Services & Asset Management, recognized as a leading business-to-business (B2B) fund platform...

Cloud9 nets $17.5m in new Series B funding round led by UBS

Cloud-based communications company Cloud9 Technologies has bagged $17.5m in a new investment round as it moves to meet the demand for flexibility for financial firms.
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Huddlestock grabs $1.5m for crowd-based trading

Crowd-trading platform Huddlestock has raised $1.5m in a seed round of funding. The capital comes from a number of Norwegian family offices and private investors.
Confluence and Manaos forge new alliance to revolutionize SFDR reporting

Confluence and Manaos forge new alliance to revolutionize SFDR reporting

Confluence Technologies, which is dedicated to addressing complex investment data challenges in the investment management industry, has partnered with Manaos, which streamlines how institutional investors centralize portfolio data, integrate ESG information, and report on investment sustainability.

BankSathi reels in $200,000 in seed round to help financial advisors in India

Delhi-based FinTech BankSathi Technologies raised $200,000 in a seed funding round from a group of angel investors.

News Stories

EFRAG and IFRS Foundation collaborate to simplify sustainability reporting

The IFRS Foundation, in conjunction with the EFRAG, has released guidance aimed at facilitating the adoption of sustainability reporting.
IBM

IBM boosts ESG reporting capabilities with Envizi’s CSRD module launch

IBM has recently unveiled the latest advancements in its ESG data platform, IBM Envizi.
Sylvera

Sylvera launches new tool for enhanced carbon credit procurement

Sylvera has recently introduced an addition to its platform aimed at simplifying and expediting the process of filtering and comparing carbon projects.
Ushur, a leader in AI-powered Customer Experience Automation (CXA), has introduced a new self-service solution tailored for financial institutions to automate Know Your Customer (KYC) and paperless enrolment processes.

Ushur unveils AI-powered self-service solution for financial institutions

Ushur, a leader in AI-powered Customer Experience Automation (CXA), has introduced a new self-service solution tailored for financial institutions to automate Know Your Customer (KYC) and paperless enrolment processes.

Altruist hits $1.5bn valuation with $169m Series E fundraise

Altruist, a modern custodian tailored for RIAs, has recently announced a significant milestone in its funding journey.

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