Advisory & Brokerage

Capital Markets Gateway (CMG), a FinTech specialising in equity capital markets, has secured a strategic investment of $25m from several financial firms.

BitOoda, a digital asset brokerage platform, has collected $7m in its seed funding round.

World leading payment processor Visa has launched a crypto advisory service for its clients and partners under its Visa Consulting and Analytics (VCA) arm. Through...

Ethic, an asset management platform for sustainable investment portfolios, has collected $13m in its Series A round.

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.

United Income, an automated investment advice platform, has been reportedly been acquired by Capital One.

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.

Danske Bank has launched its Danske Carbon Neutral Mortgage in the South East, South West and East of England regions in the UK.

Equity management solution Carta has been valued at $7.4bn, following the close of a $500m Series G round.

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