Retail Investing & Trading

Finanjo raises ₹1.5 crore to tackle India's finance gap

Finanjo raises ₹1.5 crore to tackle India’s finance gap

Finanjo, a Jaipur-based full-stack personal finance platform built for young Indians, has closed a pre-seed funding round of ₹1.5 crore (approximately $180,000), fully led...
Sherpas secures $3.2m seed to power AI in wealth management

Sherpas secures $3.2m seed to power AI in wealth management

Sherpas, an AI-native infrastructure platform for wealth management firms, has raised $3.2m in seed funding. The round was led by 1248, the family office of...
Nest Pensions reveals UK pension investment gap

Nest Pensions reveals UK pension investment gap

Nest Pensions, the UK’s largest workplace pension scheme, has unveiled new research highlighting widespread confusion among savers about where their pension money is invested. The...
Avantos secures $25m Series A to scale AI platform

Avantos secures $25m Series A to scale AI platform

Avantos, an AI-native operating system designed to transform how financial institutions onboard and service clients, has raised $25m in a Series A funding round. The...
Jump secures $80m Series B to scale AI for advisors

Jump secures $80m Series B to scale AI for advisors

Jump, an artificial intelligence platform for financial advisors, has raised $80m in a Series B round to accelerate the development of its AI-native operating...
Why UAE group pensions are a time-limited opportunity

Why UAE group pensions are a time-limited opportunity

The UAE group pensions market has moved from concept to live competition at remarkable speed. Following reforms to the end of service gratuity system,...
Monark secures $8.1m to expand retail private access

Monark secures $8.1m to expand retail private access

Monark Markets, a New York-based FinTech building infrastructure that connects brokerage firms and wealth platforms to private markets, has raised $8.1m in a strategic...
Retail investors show growing discipline and diversification

Retail investors show growing discipline and diversification

eToro, a global trading and investing platform, has reported that retail investors are demonstrating greater discipline, diversification and macroeconomic awareness, marking a significant shift...
Aviva Investors partners with Ripple on tokenisation

Aviva Investors partners with Ripple on tokenisation

Aviva Investors, the global asset management business of Aviva, has partnered with financial technology company Ripple to explore the tokenisation of traditional fund structures...
Bound raises $24.5m Series A to automate FX hedging

Bound raises $24.5m Series A to automate FX hedging

Bound, an automated FX risk management platform, has raised $24.5m in a Series A funding round to help businesses protect against increasing currency volatility...

News Stories

Palm

Palm’s Pulse brings conversational AI to treasury

Palm, an AI intelligence layer that sits on top of existing treasury management systems and ERPs, has launched Pulse, a conversational interface designed to...

How currency overlay is reshaping portfolio management in 2025

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
compliance

RegTech tools reshaping compliance and regulatory change

For businesses operating in heavily regulated sectors — whether payments, financial services, or gambling — keeping pace with regulatory change is one of the...
Theta Lake

Closing the gap: Theta Lake’s reconciliation tools

Regulatory compliance in financial services is built on a single, non-negotiable principle: the completeness and accuracy of records. Across global markets, a dense patchwork...
Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated by Bradesco and Prudential.

Brazilian InsurTech Azos secures $25m Series C

Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated...

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