Advisory & Brokerage

Planning for the future can be tough, but what does a family do if they need to spend more than they earn? Kidbrooke has released a new report on accident insurance: would my savings suffice?.

FTX US has acquired Embed Financial Techologies, a clearing firm specialising in providing white label brokerage services and APIs to broker-dealers and investment advisors.  

CapIntel, a FinTech that strives to improve day-to-day workflow and fund analysis for financial advisors, has raised $11m in Series A funding led by New York-based FinTech Collective.

Fruitful, a startup that aims to encourage healthy financial habits for its users, has raised $33m in equity funding from a seed and Series A round.

Client reporting is one of the most important and complex types of communication in the financial industry. As firms up their investment in technology to improve this, it’s important to understand how the wealth management industry is evolving and how to get your client reporting communications right.

Quantifeed, which claims to be Asia leading digital wealth management solution developer for financial institutions, has closed its Series C round on an undisclosed amount.

Tumelo, which claims to enable investment platforms and pension providers to engage with investors, has reportedly raised $19m in its Series A.

Digital asset trading technology developer Talos has joined the unicorn club, following the close of its Series B on $105m.

Canada-based OneVest, an embedded wealth management platform, has collected CAD 5m ($3.8m) in a venture funding round.

Responsive, a FinTech company that leverages machine learning to help financial advisors to better serve and engage investors, has raised C$3.5m in a Series A funding round led by Co-operators.