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...
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...
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....
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 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 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
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
Juniper Square, a provider of connected fund software and services for private markets, has announced the completion of its Series D funding round.
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, a provider of data, analytics, risk management, and reporting solutions for investment managers, has secured a growth investment from PSG.













