Advisory & Brokerage

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.

The last year was full of challenges, but banks across the world will have plenty of hurdles to overcome in 2021 too.

Digitalisation in wealth management has rapidly accelerated over the past few years, but there are six key areas firms should be focusing their efforts.

Brexit could change the realities of wealth management and how WealthTech companies can navigate the new realities is something Zaliia Gindullina, head of business development at Kidbrooke, discussed in a recent podcast.

Digital banking solution Moneythor has raised a new funding round from investor Navis Capital Partners.