Advisory & Brokerage

FCA boss says more must be done to secure the fund management industry’s survival...

The interim chief executive at the Financial Conduct Authority (FCA) wants to start a dialogue about how to protect the investment fund management industry in the coronavirus aftermath.

RBC bolsters wealth management offering with Brewin Dolphin acquisition

The Royal Bank of Canada (RBC) is to acquire UK-based wealth management firm Brewin Dolphin.

State Street acquires investment management software builder Charles River

State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount.

WealthTech platform Addepar nets $177m in its new funding round

WealthTech platform Addepar has closed its Series E funding round on $177m, as it looks to deepen its platform capabilities.

Spiking scores $750k for stock market advice

Stock market tracking app Spiking has raised $750,000 in a seed round of funding from a group of individual investors.

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.

OpenInvest has received $10.4m in its Series A funding

OpenInvest, a digital investment advisor for socially responsible investing, has received $10.4m in its Series A funding led by QED Investors.

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.

Finwizard nabs in $1.1m for Indian wealth management app

Indian FinTech company FinWizard has raised $1.1m in a funding round from Saama Capital. The Bengalruu-based company runs wealth management app Fisdom.

Digital wealth management solution Quantifeed scores Series C

Quantifeed, which claims to be Asia leading digital wealth management solution developer for financial institutions, has closed its Series C round on an undisclosed amount.

News Stories

Visa and AWS partner to revolutionise global digital payments landscape

Visa and AWS partner to revolutionise global digital payments landscape

Visa, a global leader in digital payments, has announced its integration into the AWS Partner Network (APN), a global community that utilizes AWS technologies to create diverse solutions for customers.
WealthTech's promising Q1 2024: Valuations soar as strategic buyers lead

WealthTech’s promising Q1 2024: Valuations soar as strategic buyers lead

WealthTech's promising Q1 2024: Valuations soar as strategic buyers lead
Comarch has been enlisted by P&V Group to bolster the company's digital insurance solutions as part of their continued collaboration.

P&V Group partners with Comarch for enhanced digital insurance solutions

Comarch has been enlisted by P&V Group to bolster the company's digital insurance solutions as part of their continued collaboration.
Gain an edge in pricing decision intelligence with hx Renew's specialist API Exam

Gain an edge in pricing decision intelligence with hx Renew’s specialist API Exam

Nearly one year ago, hyperexponential launched a certification programme, beginning with the "Core Model Developer Exam." The initiative has been warmly received, with certificates and badges being awarded quarterly. The enthusiasm for this achievement is visible, with many sharing their hx Renew certificates on LinkedIn, celebrating their success.
FinTech

Strong week for FinTech deals with almost $750m raised

This week saw a rip-roaring collection of deals in the FinTech sector, with FinTech Global recording a complete total of 31 deals. The biggest...

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