WealthTech unicorn Jeeves quadruples valuation in six months
Jeeves, an all-in-one corporate card and expense management platform, has reached a $2.1bn valuation after the close of its Series C on $180m.
Pillar secures funding to improve access to credit
UK-based Pillar has raised €15.6m to tackle credit access problems experiences by immigrants.
Currencycloud secures Australia licence
Currencycloud has revealed that it has been granted an Australian Financial Services (AFS) licence by the Australian Securities and Investments Commission.
How wealth managers can prepare for MiFID II ESG update
With the ESG-focused principles of MiFID II regulation coming into force, wealth management firms need to be prepared for its impact and how they can future-proof their investment processes.
Digital bank Umba snaps up majority stake in Daraja
Digital bank Umba has acquired a 66.6% stake in Kenyan microfinance outfit Daraja as it looks to expand its presence on the continent.
Real estate investment platform Stake bags $8m
Real estate investment platform Stake has raised $8m in its oversubscribed pre-Series A funding round.
Tally bags $80m to free customers from the “cycle of debt”
Tally, a financial automation company, has raised $80m in Series D funding led by Sway Ventures.
How financial advice is changing through voice calls
As the world moves out of the pandemic and into the cost-of-living crisis, the future of financial advice is continuing to change.
Empaxis inks wealth management pact with EXL
Empaxis, a company focused on middle-and-back-office operations for wealth and asset managers, has partnered with EXL.
Advice and client engagement platform Lumiant secures $3.5m
Lumiant, an advice and client engagement platform, has raised $3.5m in seed funding to support its US expansion and platform enhancements.