Advisory & Brokerage

WealthTech Tradeteq has secured $9.4m in a Series A round designed to fuel the further development of its product development.

wealthpilot, a software-as-a-service platform for wealth management, has bagged ?8m in a funding round to improve data aggregation capabilities.

Berlin-based Elinvar has netted €25m in a new funding round, which will help the WealthTech scale its multi-tenant platform.

Digitalisation of client relationship management is now a critical part of wealth management and firms need to automate admin tasks to foster engagement, according to WealthObjects CEO and founder Uday Bhaskar Nimmakayala.

As 2021 is kicking off, there are several trends in wealth management to look out for.

While the payments industry has reason to celebrate, last week also proved a boon for 38 FinTech companies closing investment rounds. The FinTech industry returned...

Investment technology company TORA has signed a letter of intent to enter into a strategic partnership with Revolution, an investment and asset management company.

New Asset Exchange, or NAX, has burst out of stealth and the corporate asset-creating company has already secured a $300m valuation.

Digital asset management company Carne Group has netted a $121.8m investment from Vitruvian Partners to expand the WealthTech client led technology solutions.

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.