Savvy collects $11m as it modernises human financial advice
Savvy, which is on a mission to modernise human financial advice through technology, has collected $11m for its Series A-1 funding round.
Brightside nets $33m to boost employee financial care
Brightside, a financial care platform for employers, has closed its Series B funding round on $33m, as it looks to enhance its AI-powered solution.
Retirable bags extra $6m to make retirement management more accessible
Retirable, a holistic retirement solution with the ongoing care of an advisor, has raised an additional $6m in seed funding and launched a retirement income and investing offering.
Arta Finance raises $90m and exits stealth to make family offices more available
Arta Finance, a digital family office, has raised $60m in funding and exited stealth mode on a mission to make family office services available to everyone.
Equi bags $15m to improve access to “elite investing”
Equi, a New York-based alternative investment strategies platform, has raised $15m in Series A funding.
eToro gets approval to operate as broker in Abu Dhabi
Social investing network eToro has received an ‘In-Principle Approval’ to operate as a securities, derivatives and crypto broker in Abu Dhabi.
UBS and Wealthfront terminate merger
UBS and Wealthfront have mutually agreed to terminate their merger deal and instead, UBS has purchased a $69.7m note convertible into the WealthTech’s shares.
WealthTech Father bags $15m
WealthTech company Father has raised $15m in a Series A funding round led by Bessemer Venture Partners.
Tellimer launches insights platform Scriber for investors
Tellimer, a global technology, information and data provider, has launched Scriber, a financial research and insights platform designed for independent analysts, traders, investors, subject matter experts and financial commentators.
Wealth Wizards continues mission improve financial wellbeing in UK with new tool
Financial adviser Wealth Wizards has continued its mission of improving financial wellbeing in the UK with the launch of its Master Trusts solution.