Why wealth advisors can’t avoid talking to customers
Customer engagement will not only allow wealth managers to nurture loyalty within their customers but can yield strong results by tailoring services to their needs, according to Kidbrooke.
Generational wealth builder EarlyBird secures seed funding
EarlyBird, an investing platform that allows parents and families to invest on behalf of their children, has secured $4m in seed funding. The round was...
NBA All-Star Baron Davis-backed FinTech UNest collects Series B capital
UNest, a FinTech platform aimed at helping parents invest and save for their children’s future, has scored $26m in its Series B funding round.
Mon Petit Placement lands funding for French investing community
Lyon-based FinTech company Mon Petit Placement has raised €6m in seed funding, 18 months after the launch of its commercial offer.
Social media’s grip on financial markets to persist, Hargreaves Lansdown reports
More than half of young investors are being influenced by social media - a trend that shows little sign of abating, according to the latest survey from financial services company Hargreaves Lansdown.
Atomic to bring investing to the masses through Series A support
Atomic, an API that helps banks and FinTechs integrate investing into their products, has netted $25m in its Series A funding round.
Social media taking hold of the investing community
A report published by Finder, a personal finance comparison site, has revealed that half of investors in the UK are using social media to inform their investing decisions, with one in five relying solely on social media sites.
FCA eyes investment classifications in bid to support ESG
The UK’s Financial Conduct Authority (FCA) has released a discussion paper to classify and label investment products to help investors better manage their sustainability.
What does the future hold for the WealthTech industry?
Like a wide range of other industries, the WealthTech sector has seen digitisation accelerate massively recently – with the pandemic only serving to speed up this trend.
Groww triples its valuation in six months
India-based investment app Groww has tripled its valuation in six months, with its latest funding round valuing it at $3bn.
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