Institutional Investment & Trading

Online trading platforms are facing mounting operational pressure as FATCA and CRS obligations become increasingly difficult to manage across large, international customer bases. As digital brokers and investment apps continue expanding into new jurisdictions, firms are discovering that onboarding models originally built for domestic growth are no longer sufficient to support modern tax transparency requirements, according to compliance specialists Label.

FATCA pressures mount for online trading platforms

Online trading platforms are facing mounting operational pressure as FATCA and CRS obligations become increasingly difficult to manage across large, international customer bases. As...

Vestmark launches AI wealth management tool Pulse

Vestmark, a WealthTech firm and provider of wealth management technology and services, has unveiled Vestmark Pulse, an AI intelligence solution designed to give wealth...
Coinbase invests in Centrifuge to boost tokenization

Coinbase invests in Centrifuge to boost tokenization

Coinbase, a leading digital asset exchange and blockchain infrastructure provider, has made a strategic investment in Centrifuge, a tokenization platform with institutional clients including...
Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond traditional equities and bonds.

Building a single source of truth for modern wealth portfolios

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...
Apax Digital invests $60m in MillTech at $325m valuation

Apax Digital invests $60m in MillTech at $325m valuation

MillTech, a risk management platform specialising in next-generation FX hedging and cash investments for fund managers and corporates, has secured a $60m minority investment...
M1X Global raises $3m to scale on-chain sovereign finance

M1X Global raises $3m to scale on-chain sovereign finance

M1X Global, a sovereign financial infrastructure and technology company operating under a public-private partnership with the Republic of the Marshall Islands (RMI), has announced...
LGT Wealth Management UK selects Addepar platform

LGT Wealth Management UK selects Addepar platform

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...
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...
DiligenceSquared targets PE due diligence with $5m raise

DiligenceSquared targets PE due diligence with $5m raise

DiligenceSquared, a New York-headquartered AI platform built to overhaul how investment teams conduct commercial due diligence, has secured $5m in seed funding in a...
QFEX launches with $9.5m seed round to disrupt global trading

QFEX launches with $9.5m seed round to disrupt global trading

QFEX, a global trading exchange start-up founded by University of Cambridge mathematics graduates and valued at $95m, has officially launched, offering high-leverage, 24/7 direct...

News Stories

Identomat revamps verification to cut onboarding friction

Identomat revamps verification to cut onboarding friction

Identomat, an identity verification platform provider, has launched a major update to its verification technology, redesigning the user journey to make digital onboarding faster...
APX Lending launches five-year digital asset-backed line of credit

APX Lending launches five-year digital asset-backed line of credit

APX Lending, a Canadian regulator-approved digital asset lending platform, has launched a five-year revolving line of credit that allows borrowers to use Bitcoin, Ethereum...
Hopae

Hopae and TCC bring global eID checks to Saudi Arabia

Hopae and Technology Control Company (TCC) have signed a partnership agreement to accelerate the adoption of global electronic identities (eIDs) across the Kingdom of...
Kaizen

Kaizen strengthens leadership with new CFO hire

Kaizen, the regulatory reporting assurance specialist, has appointed Rob Bernstein as chief financial officer (CFO) as the business prepares for its next stage of...

California retained its position as the main US FinTech hub with 30% of all...

Key US FinTech investment stats in Q2 2026: US FinTech deal activity increased 9% YoY California retained its position as the main US FinTech...

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