GeoWealth bags $19m as it bolsters its asset management support services
Asset management program for advisors GeoWealth has closed its Series B round on $19m as it eyes hiring opportunities.
Mortgage broker Ikbenfrits closes ?2m Series A led by Finch Capital
Digital mortgage broker Ikbenfrits has closed a ?2m Series A round led by Finch Capital (formerly known as Orange Growth Capital).
Exeq picks up $1.5m for ‘all-in-one’ finance app
All-in-one personal finance app developer Exeq has picked up $1.5m in seed money to back its launch early next year. New York City angel investors...
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.
18 FinTech funding rounds you missed last week
Despite coronavirus fears, the last week saw a number of FinTech companies raise money.
How COVID-19 has changed retirement planning and could herald an end to defined benefit...
Everyone knows that the global pandemic will change the economy, but few may have considered what those changes will mean for people's retirement planning.
Wealth Dynamix launches industry first end-to-end client lifecycle SaaS solution
Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.
Are smaller startups ready for big tech entering the FinTech space?
Big tech firms already control what people watch, buy and find online. Now, some of them are trying the waters of FinTech.
The FCA calls for insights on how to best regulate the consumer investment market
The top UK financial markets watchdog has called for experts' insights into how to best regulate the consumer investment market.
Newfront launch new tool to streamline workflows
Insurance brokerage firm Newfront has introduced a powerful tool designed to streamline workflows and manage complex employee benefit programmes.
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