Advisory & Brokerage

Why decision-making modelling might be impacting customer experience

While financial services scramble for digital transformation, Kidbrooke fears most have not assessed how the decision-making models of underlying technology might impact customer experiences.

FNZ acquires private banking technology firm New Access

Global wealth management platform FNZ has acquired specialised private banking technology firm New Access.

True Link Financial scores $8m in Series A led by QED

California-based True Link Financial has scored $8m in its Series A equity round led by QED Investors.

Altruist using fresh funding to build first fully integrated digital broker for financial advisors

Altruist has secured $8.5m in a Series A round led by Venrock to help it build the “first fully integrated digital brokerage platform for financial advisors.”

Why FinTech companies can’t rest on their laurels despite being ideally placed to weather...

While many FinTech firms could be ideally placed to leverage the coronavirus to their advantage, they still have much to do to capitalise on the situation.

How will Brexit affect wealth management regulations?

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.

Nucoro divests Exo Investing solution to wealth management firm abrdn

UK WealthTech firm abrdn has concluded a deal to acquire Exo Investing from FinTech firm Nucoro for an undisclosed fee.

Sustainable investing app Etcho eyes imminent UK launch

Etcho, a sustainable investor app looking to help investors make conscious investment decisions, is set to launch its offering in the UK.
savvy-collects-11m-as-it-modernises-human-financial-advice

Savvy collects $11m as it modernises human financial advice

Savvy, which is on a mission to modernise human financial advice through technology, has collected $11m for its Series A-1 funding round.

Miles Software forms strategic partnership with State Bank of Mauritius

Miles Software, a FinTech solution developer, has entered a strategic partnership with the State Bank of Mauritius (SBM) Group to launch MoneyWare across the bank.

News Stories

MS Reinsurance, a global reinsurer, has announced a pair of appointments to its Supervisory Board of Directors.

MS Reinsurance bolsters Board with key additions

MS Reinsurance, a global reinsurer, has announced a pair of appointments to its Supervisory Board of Directors.
Aeropay secures $20m in Series B funding for A2A payments expansion

Aeropay secures $20m in Series B funding for A2A payments expansion

Aeropay, a leading provider of Pay-By-Bank solutions for businesses, announced $20m in Series B financing.
INSTANDA and UnderwriteMe partner to revolutionise life insurance with no-code tech

INSTANDA and UnderwriteMe partner to revolutionise life insurance with no-code tech

INSTANDA, a leading global provider of SaaS platform technology for life insurance distribution and policy administration, has announced an integration with UnderwriteMe, a comprehensive SaaS underwriting platform provider for the life insurance industry.
Irish AI startup Numra secures €1.5m to launch finance assistant Mary

Irish AI startup Numra secures €1.5m to launch finance assistant Mary

Irish AI startup Numra, previously known as Autonifai, has announced a €1.5m funding round to introduce its AI finance assistant, Mary, to the market.
Cache Valley Bank partners with Finastra to enhance digital banking

Cache Valley Bank partners with Finastra to enhance digital banking

Cache Valley Bank, a community bank with $2.9bn in assets serving Utah and Southern Idaho, has expanded its collaboration with Finastra, a financial software provider, to enhance its digital banking infrastructure.

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