Retail Investing & Trading

Sidekick, a UK-based financial services innovator, has successfully secured £8.5m in combined seed and debt financing to revolutionize access to wealth management.

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

The global financial landscape is witnessing a surge in interest in Sukuk, a Sharia-compliant financial instrument gaining traction beyond Islamic communities.

Personalisation has continued to feature as an integral part of digitalisation strategies. Spurred on by the demand for it by consumers, companies across the financial services landscape are transforming their products to be personalised to specific customer needs.

11thEstate, the first-to-market platform for investors to effortlessly receive entitlements from securities class action settlements and shareholder compensations, has announced the successful closing of a $2m seed round.

The proliferation of WealthTech companies has helped more retail investors gain access to the world of investing, but there is still a gap. New technology and access to financial education is helping to bolster the democratisation of investing.

FE fundinfo, a key player in financial data services, has expanded its reach in the European market by acquiring Dericon, a German FinTech firm based in Frankfurt.

Alphaledger, a leading provider of blockchain infrastructure for fixed income assets, focused on the origination and development of autonomous clearing, announced the first closing of its Series A funding round.

Navigating ESG integration presents unique opportunities for differentiation but also brings challenges from a data management perspective.

Blossom Social, a Vancouver-based FinTech startup, has successfully secured more than $2.1m CAD in seed funding. The funds were raised to support the expansion of its investing social network into the US.