Investment Platforms

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.
Zeidler Group to support 6 Monks’ Swiss market expansion

Zeidler Group to support 6 Monks’ Swiss market expansion

6 Monks (6M) has partnered with Zeidler Group to leverage its Swiss Representative Service, streamlining the distribution of its first Luxembourg Reserved Alternative Investment Fund (RAIF) in Switzerland.

News Stories

Bloomberg: AI skills open doors to quant investing

Bloomberg: AI skills open doors to quant investing

Bloomberg, the financial data, media and technology firm, has published new research suggesting that competence with AI and coding tools is overtaking conventional academic...
Phase lands $45m founder backing for AI agent blockchain

Phase lands $45m founder backing for AI agent blockchain

Phase, a company developing the operational backbone for an economy driven by AI agents, has switched on its Layer 1 blockchain mainnet with $45m...
Bdeo deploys Vonage API to speed up AI claims

Bdeo deploys Vonage API to speed up AI claims

Madrid-based InsurTech Bdeo has taken Vonage’s Quality on Demand (QoD) Network API into full commercial production, marking one of the technology’s earliest enterprise deployments...
Zigram: Why siloed checks miss trade-based money laundering

Zigram: Why siloed checks miss trade-based money laundering

Trade-based money laundering (TBML) remains one of the hardest threats to detect across the global financial system. Criminal networks manipulate cross-border trade to move...
Savvy Wealth opens private markets to independent advisors

Savvy Wealth opens private markets to independent advisors

Savvy Wealth, an AI-native registered investment advisor (RIA) serving independent financial advisors, has rolled out its own private markets programme, giving advisors on its...

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