Retail Investing & Trading

The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...

San Francisco-based FinTech company, Plenty, has made waves as the maiden financial platform aimed at aiding couples in discussing, managing, and investing their finances collectively.  The firm recently garnered a significant $2.75m in a pre-seed capital raise, drawing the interest of heavyweight investors.

Marstone, a top-tier digital wealth technology firm, has entered into a partnership with American Bank & Trust, N.A., a community bank commanding $500m in assets.

Bitpanda, a revolutionary FinTech player, has broken new ground by launching its $10m division, Bitpanda.AI.

GBST, a pioneering WealthTech company, and Novia Global, a prominent international wealth management platform provider, have reaffirmed their strategic partnership.

FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus explained why investment firms should implement digital channels.

Aveni CEO Joseph Twigg and lead NLP engineer Iria Del Rio recently discussed the meteoric rise of ChatGPT and other large language models, the forces that have led us to this point, and what it signifies for the world of financial advice and services.

Australian startup Fresh Equities has announced a successful $4m funding round, which will be used to help public companies communicate more effectively with their investors. The company has rebranded itself as InvestorHub, and aims to use data-driven insights to help listed companies communicate with their shareholders and potential investors.

Japanese FinTech company Bloomo, an asset building app based on US stocks and ETFs, has reportedly raised JPY 800m ($7m) in its seed round.

Global retail brokerage firm Tradier has secured $24.6m in its Series B funding round, which was led by PEAK6 Strategic Capital.