Retail Investing & Trading

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

Wealthyhood, a WealthTech app designed to help younger investors build wealth, has closed a €6m funding round led by the Bank of Cyprus Public...

Investing and trading platform IG has launched a Junior Stocks & Shares ISA, offering new customers an investment match of up to £250 —...

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, 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, 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, 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, an artificial intelligence platform for financial advisors, has raised $80m in a Series B round to accelerate the development of its AI-native operating...

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 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...