Advisory & Brokerage

Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.

Insurance company Novidea has appointed Jamie McDonnell to the role of UK sales manager.

With the advent of technology people have become accustomed to improved experiences and better access to data. Digital distribution and reporting technology enables fund managers to transform their operations to be more collaborative with investors and be much more transparent.

Multi-asset investing and trading platform eToro plans to go public through a merger with SPAC FinTech Acquisition Corp. V backed by Betsy Cohen, valuing the equity of the combined firm at around $10.4bn.

Consumer expectations are changing and they want to get a better control of their finances and their futures.

FundGuard, an AI-powered SaaS investment management and asset servicing platform, has netted $12m in its Series A round.

WealthTech and cybersecurity enterprises were among the FinTech businesses that closed investment rounds in the last seven days. Companies operating in the WealthTech, cybersecurity, RegTech,...

Retirement asset transfer startup Capitalize has closed a $12.5m Series A investment round.

Stock-trading platform Public.com is about to close a Series D round, according to media reports.

Prepaid digital payment solution provider Prepaid Technologies has secured $96m in new growth financing.