Canada-based OneVest scores CAD 5m for its WealthTech platform
Canada-based OneVest, an embedded wealth management platform, has collected CAD 5m ($3.8m) in a venture funding round.
Betterment hits unicorn status after close of equity and debt round
Digital investment advisor Betterment has been valued at nearly $1.3bn, following the close of a $60m Series F funding round.
Why wealth managers need the right type of simplicity
Simplicity is the ultimate sophistication, Leonardo da Vinci once said. However, simplicity can be a double-edged sword when digitising wealth management and the key is finding the right balance.
How Kidbrooke’s tool helped a family get peace of mind
Planning for the future can be tough, but what does a family do if they need to spend more than they earn? Kidbrooke has released a new report on accident insurance: would my savings suffice?.
Wealth Dynamix level up its partnership with Microsoft to strengthen its innovative muscles
Microsoft has recognised Wealth Dynamix, the WealthTech company, as its latest Business Applications ISV Connect partner.
Investment app Robinhood could hit $8bn valuation through new funding round – report
VC-backed retail brokerage platform Robinhood Markets is set for a valuation of up to $8bn thanks to a new funding round, it is understood.
Wealth management firm FNZ acquires Germany’s Fondsdepot Bank
Global wealth management platform FNZ has acquired Fondsdepot Bank, a German platform for trading and custody.
Envestnet partners with Dynasty Financial Partners to launch a new financial advisory service
WealthTech company Envestnet has joined forces with Dynasty Financial Partners for a new project to boost the financial knowledge of their clients.
Broker Genius secures $15m Series A from Volition Capital
Pricing management platform Broker Genius has secured $15m Series A funding round from Volition Capital.
Six ways wealth managers can transform client interactions into trusted relationships
In wealth management, prioritising client service is the only way for establishing a long-lasting relationship. And wealth managers must leverage intelligent technology to provide a more efficient customer experience and gain their client’s trust.
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