WealthTech

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.

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Theia Insights has successfully secured $6.5m in funding, showcasing the UK's attractiveness to US venture capital firms seeking innovative tech firms.

Wagely, Asia's leading financial wellness platform, has just announced a significant boost to its operations with the successful securing of $23m in new funding. This...

Monzo, the UK's largest digital bank, boasting over nine million customers, has closed a funding round, raising $430m.

ZaraFX, a cutting-edge CFD Forex broker, has proudly announced the completion of a significant milestone in its journey, securing over $2m in Series A funding.

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, 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.

Sibstar, a novel FinTech application coupled with a debit card designed specifically for dementia patients and their caretakers to manage finances safely, has successfully raised £125,000.

Zactor Tech, a burgeoning name in the FinTech sector, has closed its pre-seed funding round on an undisclosed amount.