Equi bags $15m to improve access to “elite investing”
Equi, a New York-based alternative investment strategies platform, has raised $15m in Series A funding.
eToro gets approval to operate as broker in Abu Dhabi
Social investing network eToro has received an ‘In-Principle Approval’ to operate as a securities, derivatives and crypto broker in Abu Dhabi.
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.
WealthTech Father bags $15m
WealthTech company Father has raised $15m in a Series A funding round led by Bessemer Venture Partners.
Tellimer launches insights platform Scriber for investors
Tellimer, a global technology, information and data provider, has launched Scriber, a financial research and insights platform designed for independent analysts, traders, investors, subject matter experts and financial commentators.
Wealth Wizards continues mission improve financial wellbeing in UK with new tool
Financial adviser Wealth Wizards has continued its mission of improving financial wellbeing in the UK with the launch of its Master Trusts solution.
Moneyhub teams with Pennyworth to bring wealth management to affluent customers
Open data and payments platform Moneyhub has partnered with financial planning and banking app Pennyworth, to redesign digital banking for the aspiring-affluent customer.
FNZ acquires private banking technology firm New Access
Global wealth management platform FNZ has acquired specialised private banking technology firm New Access.
Swedish WealthTech company Bricknode launches new portfolio management software application
Bricknode, a SaaS financial services platform, has launched a new portfolio management software application aimed at small family offices and corporate investors.
TrustQuay deploys its latest tool into Nightingale Trustees
TrustQuay, a technology developer for the corporate services, trust and alternative fund administration markets, has partnered with Nightingale Trustees.