WealthTech

Client reporting is one of the most important and complex types of communication in the financial industry. As firms up their investment in technology to improve this, it’s important to understand how the wealth management industry is evolving and how to get your client reporting communications right.

MarketWolf, a FinTech stock trading platform, has raised $10m from a Series A fundraise led by Jungle Ventures and Dream Capital.

Pogo, a New York-based financial health app empowering consumers to harness their data for their own benefit, has raised $14.8m in funding.

Teen-focused banking app Zywa, which is aimed at Gen Z in the Middle East and North Africa, has scored $3m in its seed funding round.

Currensea, an open banking-powered FinTech, has secured £2.4m from a recent investment round.

Brokerage-as-a-service provider Bricknode is enabling core banking platform Tuum to add investments to its platform, as part of a new partnership.

French banking customers prefer a ‘playful’ method to building their risk profile compared to traditional questionnaires, according to a field study by everyoneINVESTED.

Raisin, a global savings and investment specialist, has raised €60m in a Series E funding round backed by Goldman Sachs.

Bloom Finance, a firm that offers home equity release solutions to homeowners, has raised $7m in a Series A financing round.

In the ever-evolving realm of technology and data solutions, Aiviq's Head of Technology, Pavan Cherlapelly recently offered an insight into the technology that should be on the radar of every asset manager.