Institutional Investment & Trading

WealthFeed, a pioneering AI-powered organic growth platform for Financial Advisors, has announced the closure of a $2m funding round which is set to help drive the platform's growth initiatives.

WealthFeed secures $2m to launch its direct-to-advisor AI-powered money-in-motion platform

WealthFeed, a pioneering AI-powered organic growth platform for Financial Advisors, has announced the closure of a $2m funding round which is set to help drive the platform's growth initiatives.
Revolutionising wealth management: Introducing KidbrookeONE for unmatched financial analytics

Revolutionising wealth management: Introducing KidbrookeONE for unmatched financial analytics

Kidbrooke, which has built a unified analytics platform for investment and wealth management, has released its latest solution, KidbrookeONE. 
5 reasons why asset managers must embrace FCC automation

5 reasons why asset managers must embrace FCC automation

In an era where digital transformation is paramount, asset managers are recognising the indispensable role of automating Anti-Money Laundering (AML) processes.
The key to financial innovation: Overcoming data aggregation challenges

The key to financial innovation: Overcoming data aggregation challenges

In the ever-evolving world of financial services, the integration and management of diverse financial data stand as a cornerstone for innovation and customer satisfaction.
Empowering Swiss investors: The rise of client-centric WealthTech solutions

Empowering Swiss investors: The rise of client-centric WealthTech solutions

In the dynamic world of wealth management, the confluence of impeccable client service and innovative technology is reshaping the industry's landscape, particularly in Switzerland and beyond.
Max Matthiessen and Kidbrooke unite to revolutionise wealth and investment analytics

Max Matthiessen and Kidbrooke unite to revolutionise wealth and investment analytics

Max Matthiessen, a leading Swedish insurance broker and financial advisor established in 1889, has recently announced a partnership with Kidbrooke, a company specialising in B2B financial analytics since 2011.
Slice revolutionises equity management with $7m seed funding

Slice revolutionises equity management with $7m seed funding

Slice has recently announced its emergence from stealth mode with a significant $7m seed funding round. The round was led by TLV Partners, with contributions from...
Could 2024 be a big year for tokenisation within wealth management?

Could 2024 be a big year for tokenisation within wealth management?

It has been a few years since the digital asset hype took the world by storm and has since fallen to the background. Despite this, the asset type is still popular, and could see more market adoption in 2024.
Navigating the future of fund management

Navigating the future of fund management

Aiviq, a prominent player in the FinTech sector, has launched into the new year with a strategic series of roundtable events, the latest of which took place at the Sofitel Kirchberg in Luxembourg.
WealthOS and Quai Digital Forge strategic partnership to revolutionise wealth management

WealthOS and Quai Digital Forge strategic partnership to revolutionise wealth management

WealthOS, a Barclays-backed WealthTech, has recently been selected by Quai Digital as its new strategic technology partner.

News Stories

Palm

Palm’s Pulse brings conversational AI to treasury

Palm, an AI intelligence layer that sits on top of existing treasury management systems and ERPs, has launched Pulse, a conversational interface designed to...

How currency overlay is reshaping portfolio management in 2025

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
compliance

RegTech tools reshaping compliance and regulatory change

For businesses operating in heavily regulated sectors — whether payments, financial services, or gambling — keeping pace with regulatory change is one of the...
Theta Lake

Closing the gap: Theta Lake’s reconciliation tools

Regulatory compliance in financial services is built on a single, non-negotiable principle: the completeness and accuracy of records. Across global markets, a dense patchwork...
Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated by Bradesco and Prudential.

Brazilian InsurTech Azos secures $25m Series C

Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated...

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