savvy-collects-11m-as-it-modernises-human-financial-advice

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 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-raises-$6m-retirement-solutions-more-accessible

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-funding-and-exits-stealth-make-family-offices-more-accessible

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-alternative-investments-Series-A-funding-improve-access-elite-investing

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 get approval to operate as broker in Abu Dhabi

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-$15m-funding-Bessemer-Venture-Partners

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.

News Stories

Alessa

RegTech firm Alessa names new SVP of sales

Alessa, a leading provider of Anti-Money Laundering and Fraud solutions, has appointed Jeff Woods as senior vice president of sales.
RegTech

Should firms adopt third-party RegTech solutions instead of building them in-house?

In the past, it would be common for many RegTech firms to build and run their own solutions themselves. However, changing trends and technologies mean third-party is becoming a bigger option.
top 10 proptech deals in 2022 global chart

European PropTech seed deal activity finishes year with a lacklustre Q4

Key European PropTech Seed Investment Stats in 2022: • A total of 70 European PropTech seed deals were announced in 2022 • The PropTech sector accounted...
CFPB

CFPB puts forward rule to rein in credit card late fees

The Consumer Financial Protection Bureau (CFPB) has proposed a rule to curb excessive credit card fees that cost US families around $12bn a year.
what-wealth-managers-should-know-before-using-gamification

What wealth managers should know before using gamification

Gamification can bring a level of excitement and greater engagement to financial services, but it can delude users about the risks of investing.

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