Advisory & Brokerage

Xen Capital, a zero-upfront fee platform that offers wealth advisors and asset managers a transparent alternative investment marketplace, has raised $7.5m in Series A...

Asset management program for advisors GeoWealth has closed its Series B round on $19m as it eyes hiring opportunities.

Like a wide range of other industries, the WealthTech sector has seen digitisation accelerate massively recently – with the pandemic only serving to speed up this trend.

UK-based HUBX, which operates a deal syndication platform for banks and brokerage firms, has raised funding from ACF Investors’ Delta Fund and Mandalore Partners.

Retail traders and investors social network TradingView has secured $298m in financing from Tiger Global, bumping up its overall value to $3bn.

Digital investment advisor Betterment has been valued at nearly $1.3bn, following the close of a $60m Series F funding round.

A recent blogpost by Currencycloud has scrutinised how innovation in the WealthTech market is driving the rise of the neo-broker in wealth management.

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.

Nucoro, a WealthTech100 company, has made its cloud-native platform available for purchase through Finastra’s FusionStore.

A recent study by online pension provider PensionBee has found that convoluted processes and putting people off switching pension providers.