WealthTech TORA enters strategic partnership with Revolution
Investment technology company TORA has signed a letter of intent to enter into a strategic partnership with Revolution, an investment and asset management company.
NAX exits stealth and already has a $300m valuation
New Asset Exchange, or NAX, has burst out of stealth and the corporate asset-creating company has already secured a $300m valuation.
WealthTech Carne Group secures $121.8m in new investment
Digital asset management company Carne Group has netted a $121.8m investment from Vitruvian Partners to expand the WealthTech client led technology solutions.
TPG Capital and TA Associates buy majority stake in Planview in $1.6bn deal
Ownership of portfolio and work management company Planview has changed hands through a new deal between new majority owners TPG Capital and TA Associates and Thoma Bravo, who will retrain a minority stake.
Three ways technology has proven essential for client management during Covid-19
The coronavirus crisis has made it near impossible to meet new clients face to face, which is why technology is playing an increasingly important role in the process of managing customer relationships.
Should you outsource or build your own WealthTech solutions?
Implementing digital wealth management solutions can be tempting for many companies. However, the choice of whether they should build their own, enlist vendors or mix the two approaches is far from easy to make.
Latin America and teen-focused FinTech services are coming of age as the industry closes...
Last week’s 32 FinTech rounds highlight how Latin America is exploding with new activity, how open banking has nudged closer to being fully adopted across Europe and the rising popularity of teen-focused ventures.
Gen-Z financial management app Cleo bags $44m Series B round
Funding rounds for FinTechs focusing on younger generations have come in hot and fast lately, with Cleo becoming the latest one to top up its coffers by closing its $44m Series B.
What do these 28 FinTech rounds from last week reveal about the industry
Last week week saw 28 FinTechs close investment deals. Three sectors in particular proved especially successful.
Starling Bank adds Nutmeg to its marketplace
UK challenger bank Starling Bank has added WealthTech Nutmeg to its marketplace.
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