Personal Finance

Chocolate Finance, a FinTech firm focused on helping users earn better returns on their SGD and USD idle cash, has announced the close of its $15m Series A+ funding round.

Greenlight, the FinTech firm behind a popular money management and safety app for families, has announced its integration with Q2’s Digital Banking Platform.

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.

Paychex has partnered with SoFi at Work to bring a new suite of financial wellness tools to its Paychex Flex® Perks users.

Retirable, a retirement platform tailored for middle-income Americans, has secured $10m in a Series A funding round to expand its reach and enhance its smart retirement planning tools.

Egyptian FinTech startup PALM, a platform focused on incentivised goal-based saving, has announced the successful close of its pre-seed funding round.

Savvy Wealth, a digital-first platform for financial advisors focused on modernising human-centred financial advice, has closed a significant funding round to expand its technology and services.

Wave Mobile Money, a mobile-first FinTech company transforming how Africans manage and move money, has secured €117m in debt financing to deepen its reach across the continent.

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.