Retail Investing & Trading

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...

Sweden-based FinTech firm Savr has recently bolstered its platform through a significant financial boost from Incore Invest, a European investment company renowned for backing...

In an era marked by rapid technological advancements and significant socio-economic shifts, the global wealth management sector is undergoing a transformative phase.

AutoRek, a leading automated financial controls platform, has joined forces with Calastone, the world's largest global funds network.

Asset Reality and Taxbit, two prominent players in the digital asset management and compliance sector, have recently joined forces in a strategic partnership.

Cashmere, a pioneering WealthTech startup, has successfully raised $3.6 million in seed capital. The funding round was spearheaded by FinTech venture specialists, Canapi Ventures.

Avaloq has introduced its cutting-edge digital asset platform at Zürcher Kantonalbank (ZKB), one of Switzerland's premier banking institutions, in collaboration with Fireblocks.

When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With access to digital financial services apps and the ability to ask the internet a myriad of questions about finance, it seems younger generations are becoming more financially aware than ever before.

VRGL, a leader in client acquisition and investment proposal management solutions, has announced the completion of a new funding round.