Advisory & Brokerage

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

Brightside, a financial care platform for employers, has closed its Series B funding round on $33m, as it looks to enhance its AI-powered solution.

Retirable, a holistic retirement solution with the ongoing care of an advisor, has raised an additional $6m in seed funding and launched a retirement income and investing offering.

Arta Finance, a digital family office, has raised $60m in funding and exited stealth mode on a mission to make family office services available to everyone.

Equi, a New York-based alternative investment strategies platform, has raised $15m in Series A funding.

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 have mutually agreed to terminate their merger deal and instead, UBS has purchased a $69.7m note convertible into the WealthTech’s shares.

WealthTech company Father has raised $15m in a Series A funding round led by Bessemer Venture Partners.

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.

Financial adviser Wealth Wizards has continued its mission of improving financial wellbeing in the UK with the launch of its Master Trusts solution.