Investment Platforms

Banyan takes majority stake in Swiss WealthTech WIZE

Banyan takes majority stake in Swiss WealthTech WIZE

Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...
The platform generates SAAs that satisfy investor objectives directly, integrates into existing processes, and delivers faster, decision-ready results. It is designed for insurers, pension funds, asset managers, and other long-term investors looking to modernize portfolio construction.

Ortec Finance unveils GLASS PRISM for advanced asset allocation optimisation

Ortec Finance has announced the launch of GLASS PRISM, a Strategic Asset Allocation (SAA) optimisation platform that applies Scenario-Based Machine Learning (SBML) to help...
With Greeks saving at one of the lowest rates in the eurozone, finding simple ways to encourage everyday investment has never been more urgent. This need lit the fire for EverydayInvest, the digital investing platform launched in partnership between Eurobank and everyoneINVESTED, a WealthTech spin-off of Belgium’s KBC. Designed to turn small, everyday transactions into long-term investment habits, the platform is already reshaping how Greek consumers engage with their finances.

How EverydayInvest is making investing universal

With Greeks saving at one of the lowest rates in the eurozone, finding simple ways to encourage everyday investment has never been more urgent....
Midas, an Istanbul-based retail investing startup, has secured $80m in a Series B funding round, marking the largest investment to date in a Turkish FinTech.

Turkish FinTech Midas secures $80m Series B investment

Midas, an Istanbul-based retail investing startup, has secured $80m in a Series B funding round, marking the largest investment to date in a Turkish...
InvestiFi and Illiana partner to simplify digital investing

InvestiFi and Illiana partner to simplify digital investing

InvestiFi has partnered with Illiana Financial Credit Union to launch an integrated digital investing service, giving 25,000 credit union members access to stocks, ETFs,...
Endava and Goji speed private fund integrations

Endava and Goji speed private fund integrations

Endava and Goji have joined forces to transform how private fund managers onboard investors, aiming to deliver a faster, scalable and secure integration experience across the private funds ecosystem.
FinTech Netcapital bags $9.9m direct offering round

FinTech Netcapital bags $9.9m direct offering round

Netcapital, a FinTech firm operating a digital private capital markets ecosystem, has announced a fresh funding deal under Nasdaq rules.
Private markets platform Juniper Square secures $130m Series D

Private markets platform Juniper Square secures $130m Series D

Juniper Square, a provider of connected fund software and services for private markets, has announced the completion of its Series D funding round.
Women in the UK are on the cusp of a financial revolution. By the end of this year, projections suggest they’ll control 60% of the nation’s wealth—a seismic shift driven by inheritance and entrepreneurship. Beneath this milestone, women are still sidelined when it comes to investing. The Financial Conduct Authority (FCA) reports that just 13% of women held a stocks and shares ISA in 2022, compared to 22% of men. So, as women’s wealth swells, are wealth firms doing enough to help them grow it? The evidence suggests they’ve barely scratched the surface.   

Are wealth firms doing enough to support women investors?

Women in the UK are on the cusp of a financial revolution. By the end of this year, projections suggest they’ll control 60% of the nation’s wealth—a seismic shift driven by inheritance and entrepreneurship. Beneath this milestone, women are still sidelined when it comes to investing. The Financial Conduct Authority (FCA) reports that just 13% of women held a stocks and shares ISA in 2022, compared to 22% of men. The FCA’s 2023 Financial Lives survey notes that 52% of ISA accounts were held by women in 2021/22, with a preference for cash over stocks, So, as women’s wealth swells, are wealth firms doing enough to help them grow it? The evidence suggests they’ve barely scratched the surface.
Lightkeeper secures growth investment from PSG to drive innovation

Lightkeeper secures growth investment from PSG to drive innovation

Lightkeeper, a provider of data, analytics, risk management, and reporting solutions for investment managers, has secured a growth investment from PSG.

News Stories

US FinTech top deals Q2 2026

ninjaOne secured one of the top US FinTech deals as funding in the country...

Key US FinTech investment stats in Q2 2026: US FinTech funding increased 9% YoY in Q2 New York companies secured four of the top...
Big funding rounds save slow week for FinTech deals - Here are the 12 deals this week

Big funding rounds save slow week for FinTech deals – Here are the 12...

A total of $1.7bn was raised across 12 FinTech funding rounds this week, which includes Ant International's colossal $1.2bn Series A.  Total funding was relatively...
Collective launches Insurance Center with Coverdash, Solo Health

Collective launches Insurance Center with Coverdash, Solo Health

Collective, the all-in-one financial platform designed solely for self-employed entrepreneurs, has unveiled its Insurance Center, a new hub allowing members across all 50 US...
KelAI secures $5m seed to automate investment research

KelAI secures $5m seed to automate investment research

KelAI, a company developing an autonomous, AI-driven research engine for institutional investors, has secured $5m in seed funding. The round attracted backing from Frst, Y...
Corgi's valuation soars to $4bn in new Series B extension

Corgi’s valuation soars to $4bn in new Series B extension

Corgi, an AI-driven InsurTech based in San Francisco, has secured fresh capital at a $4bn valuation, marking its third fundraise in under three months. The...

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