WealthTech

Global WealthTech deals H1 2025

US cemented its global WealthTech leadership position attracting half of the top deals in...

Key global WealthTech investment stats in H1 2025: Global WealthTech deal activity plummeted by 68% YoY in H1 2025 US WealthTech companies secured half...
PensionBee expands Brentford FC sponsorship

PensionBee expands Brentford FC sponsorship

Brentford Football Club has renewed its partnership with PensionBee for another season, strengthening a relationship that has now entered its fifth year.
BMO and Conquest launch digital financial planning tool

BMO and Conquest launch digital financial planning tool

BMO has joined forces with financial planning software company Conquest Planning to launch My Financial Progress, a new digital experience designed to help Canadians take greater control of their finances.
Yieldstreet

Private markets platform Yieldstreet raises $77m

Yieldstreet, a private markets investment platform focused on expanding access to alternative investments, has announced a $77m capital raise to enhance its platform and...
Okoora and Tkambio unite to power US FX expansion

Okoora and Tkambio unite to power US FX expansion

Okoora has partnered with Tkambio USA to strengthen foreign exchange (FX) infrastructure in the U.S., as the FinTech firm continues its expansion across the American market.
Why logistic models matter in climate risk planning

Why logistic models matter in climate risk planning

Physical climate risks are becoming a dominant concern for institutional investors, with their complex and often cascading effects threatening to disrupt financial markets at...
FinTech firm Alix bags $20m to scale AI estate solution

FinTech firm Alix bags $20m to scale AI estate solution

Alix, a US-based FinTech firm specialising in estate settlement solutions, has raised $20m in a Series A funding round.
Culture and climate shape ESG leadership in exchanges

Culture and climate shape ESG leadership in exchanges

Environmental, cultural and economic dynamics are playing a significant role in shaping the Environmental, Social, and Governance (ESG) strategies of stock exchanges around the world, according to new research by the World Federation of Exchanges (WFE).
Eton

Eton Solutions bags $58m to fuel AI wealth platform

Eton Solutions, a leading WealthTech company based in North Carolina, provides a comprehensive wealth management platform used by single and multi-family offices managing over...
Accolade transforms housing finance with WALS

Accolade transforms housing finance with WALS

Dutch housing association Accolade has overhauled its financial planning by adopting Ortec Finance's solution WALS, a platform designed to improve long-term budgeting and risk...

News Stories

OakNorth acquires Monite to boost business banking

OakNorth acquires Monite to boost business banking

OakNorth, the digital bank for entrepreneurs, has finalised a strategic transaction with Monite, a financial management platform for businesses. The deal brings Monite's core technologies...
Offa partners with Knowledge Bank to boost broker reach

Offa partners with Knowledge Bank to boost broker reach

Offa, an award-winning British Islamic property finance FinTech firm, has announced a partnership with Knowledge Bank, a multi-award-winning property finance criteria search system built...
Pivot raises $40m Series B to transform procurement AI

Pivot raises $40m Series B to transform procurement AI

Pivot, an AI operating system for enterprise procurement, has closed a $40m Series B funding round to accelerate the development of its agentic AI...
Smarsh brings Claude Enterprise into compliance platform

Smarsh brings Claude Enterprise into compliance platform

Smarsh, a global provider of digital communications data and intelligence, has announced a new integration with Anthropic's Claude Compliance API, enabling businesses to capture...

Benefitbay raises $18m Series A to scale ICHRA platform

Benefitbay, a leading Individual Coverage Health Reimbursement Arrangement (ICHRA) platform serving brokerages, employers and employees across the US, has reportedly closed an $18m Series...

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