Wealth management firm FNZ acquires Germany’s Fondsdepot Bank
Global wealth management platform FNZ has acquired Fondsdepot Bank, a German platform for trading and custody.
WealthTech Envestnet offers $500m in convertible notes
Envestnet, a developer of technology and systems for wealth management and financial wellness, has priced an offering of $500m in convertible notes.
Savvy collects $11m as it modernises human financial advice
Savvy, which is on a mission to modernise human financial advice through technology, has collected $11m for its Series A-1 funding round.
Brightside nets $33m to boost employee financial care
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 bags extra $6m to make retirement management more accessible
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 raises $90m and exits stealth to make family offices more available
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 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 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 bags $15m
WealthTech company Father has raised $15m in a Series A funding round led by Bessemer Venture Partners.
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