Advisory & Brokerage

WealthArc and ZeroLink join forces to revolutionise wealth management with advanced AI technology

WealthArc and ZeroLink join forces to revolutionise wealth management with advanced AI technology

WealthArc, a distinguished provider of wealth data management solutions, has entered into a strategic partnership with ZeroLink, an innovator in neurosymbolic KGQA technology.
Bahrain FinTech Bay (BFB) has entered into a strategic partnership with The Family Office that aims to at revolutionise the landscape of wealth management in the region.

Bahrain FinTech Bay enters partnership with The Family Office

Bahrain FinTech Bay (BFB) has entered into a strategic partnership with The Family Office that aims to at revolutionise the landscape of wealth management in the region.
wealth

How is technology democratising wealth management?

In a recent post by Kidbrooke, the company outlined how wealth management can be democratised by utilising financial analytics. 
Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.

Saxon Trust secures new £35m funding line from OakNorth

Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.
Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.

US FinTech Ampla secures $258m credit facility with Goldman Sachs and Atalaya

Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.

Howden acquires Apex Insurance New Zealand to build Pacific broking operation

Howden has completed its acquisition of Apex Insurance New Zealand and its associated subsidiaries, as it looks to form a leading broking operation in...

Howden’s Aston Lark acquires insurance broker Curtis Marine

Howden-owned Aston Lark has announced the acquisition of Curtis Marine, a Plymouth-based marine insurance broker.

Newfront launch new tool to streamline workflows

Insurance brokerage firm Newfront has introduced a powerful tool designed to streamline workflows and manage complex employee benefit programmes.

Scottish FinTech Know-it to expand into Australia in 2024

Scottish FinTech Know-it has revealed it will enter the Australian market in 2024, as part of its global expansion strategy. 
Lumiant-advice-and-client-engagement-platform-raises-$3.5m-seed-funding

Advice and client engagement platform Lumiant secures $3.5m

Lumiant, an advice and client engagement platform, has raised $3.5m in seed funding to support its US expansion and platform enhancements.

News Stories

Diameter Pay, a FinTech platform building infrastructure for global US dollar payments and virtual accounts, has announced the completion of a $10m Series A funding round.

Diameter Pay lands $10m to expand US dollar access

Diameter Pay, a FinTech platform building infrastructure for global US dollar payments and virtual accounts, has announced the completion of a $10m Series A...

Slice reportedly raises $100m as valuation hits $450m

India-based Slice has reportedly raised $100m in a funding round that puts its valuation at $450m.  Neo Wealth served as the lead investor, with contributions...
AdvisorFinder unveils Intelligence for AI visibility

FATF exposes hawala networks fuelling money laundering

The FATF has published a new report warning that underground banking, hawala and other similar service providers (HOSSPs) are increasingly being exploited by professional...

Why insurers’ rating engines now answer to marketing

The rating engine, long the preserve of actuaries, is becoming a strategic tool for a much wider group of insurance teams. Marketing, innovation and...
Why approved content still creates compliance risk

Why approved content still creates compliance risk

Compliance teams have traditionally treated content approval as the point where marketing and communications risk is addressed. An advert, email or social media post...

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