Personal Finance

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.

Carefull, a FinTech company specialising in financial safety for ageing adults, has received a fresh round of growth capital from CIBC Innovation Banking.

Kiwi, a FinTech company focused on building AI-driven credit and financial tools for underbanked Latino communities in the US, has closed a $7.8m Series A funding round.

KeyBank has joined forces with Cognitive Banking specialist Personetics in a move to provide customers with personalised, AI-driven financial insights.