Retail Investing & Trading

AI FinTech Grasp secures $7m Series A funding round

AI FinTech Grasp secures $7m Series A funding round

Swedish AI company Grasp, which automates investment banking and management consulting work using multi-agent systems, has raised $7m in Series A funding to accelerate...
What does a perfect personalised investing service look like?

What does a perfect personalised investing service look like?

Personalisation in wealth management has become a must-have. Consumers want a service that is relevant to them and their specific situation. But the question is, what does a perfect personalised investing experience look like?
Wealthsimple raises $750m, hits $10bn valuation

Wealthsimple raises $750m, hits $10bn valuation

Wealthsimple, Canada’s leading FinTech company, has announced a significant equity round of up to CAD $750m, propelling its post-money valuation to CAD $10bn.
C1 Fund invests in Kraken to boost digital asset portfolio

C1 Fund invests in Kraken to boost digital asset portfolio

C1 Fund Inc., a public closed-end investment fund has announced its latest investment in Kraken, one of the world’s largest and most established digital...
Prospero.ai and Finimize unite to empower retail investors

Prospero.ai and Finimize unite to empower retail investors

Prospero.ai, an award-winning AI-powered investing platform designed to help retail investors trade like professionals, has announced its third partnership with Finimize, a global retail...
Meridian and Conquest partner for AI planning

Meridian and Conquest partner for AI planning

Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence...
Eurobank turns daily spending into smart investing

Eurobank turns daily spending into smart investing

Eurobank has introduced EverydayInvest, an innovative service that transforms everyday transactions into investment opportunities. Integrated seamlessly into the Eurobank Mobile App, the new feature enables...
How retail traders drive record options volumes

How retail traders drive record options volumes

Retail investors are rapidly transforming options markets once dominated by institutions. According to the Options Clearing Corporation’s 2024 Annual Report, traders executed more than...
WealthTech Saturn raises $15m in its Series A

WealthTech Saturn raises $15m in its Series A

Saturn, which offers AI tools to transform the financial advice landscape with reduced costs and greater access, has secured $15m in its Series A.  The...
eToro enhances Aussie trading with AUD accounts

eToro enhances Aussie trading with AUD accounts

eToro has strengthened its focus on the Australian market by launching AUD accounts and unveiling a series of updates designed to make investing more...

News Stories

Private markets: The next frontier of democratisation?

Private markets: The next frontier of democratisation?

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...

Why the UK’s new CCI regime could reshape fund disclosure

Zeidler Group has turned its attention to one of the most significant shifts in UK retail fund disclosure in years, using the latest episode...
Why end-of-day data is no longer good enough for bonds

Why end-of-day data is no longer good enough for bonds

Fixed income markets are shifting away from the end-of-day pricing model that has underpinned valuation for decades, according to LSEG Data & Analytics, as...
Why private market returns are getting harder to trust

Why private market returns are getting harder to trust

Private market allocations have moved from the fringes of institutional portfolios to their core, yet many performance measurement frameworks still treat them as an...
Eclipse Bank picks Lumin Digital for banking upgrade

Eclipse Bank picks Lumin Digital for banking upgrade

Lumin Digital, the Compounding Growth Platform for banks and credit unions, has been named as the new digital banking provider for Eclipse Bank, the...

120,000+ FinTech leaders get exclusive industry stories delivered every week