Advisory & Brokerage

Equi-alternative-investments-Series-A-funding-improve-access-elite-investing

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 get approval to operate as broker in Abu Dhabi

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-$15m-funding-Bessemer-Venture-Partners

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.

News Stories

Kaspi.kz, Alipay+ partner for seamless China payments

Kaspi.kz, Alipay+ partner for seamless China payments

 Kazakhstan's pioneering financial technology firm, Joint Stock Company Kaspi.kz, has joined hands with the renowned e-wallet giant Alipay+ to redefine the landscape of cashless transactions in China.
PNC & TCW forge new path in private credit solutions

PNC & TCW forge new path in private credit solutions

The PNC Financial Services Group, one of the largest diversified financial institutions in the US, and the TCW Group, a leading global asset manager, have announced a strategic partnership aimed at delivering private credit solutions to middle market companies.
Accenture and Oracle revolutionise finance with generative AI solutions through new deal

Accenture and Oracle revolutionise finance with generative AI solutions through new deal

Accenture, a global professional services company, has partnered with Oracle, a leading enterprise AI and data management provider.
Wagmo and Rover unite to revolutionise pet care benefits for partner companies

Wagmo and Rover unite to revolutionise pet care benefits for partner companies

Wagmo, the leading provider of employer-based pet wellness plans, and Rover, the world’s largest online marketplace for loving pet care, have announced a strategic partnership.
GradGuard expands coverage: New tuition protection program includes loss of employment

GradGuard expands coverage: New tuition protection program includes loss of employment

In a bid to bolster its tuition protection program, GradGuard, a leading provider of college tuition and renters insurance programs, has unveiled a significant enhancement.

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