Retail Investing & Trading

Helping customers invest in business – SMBX scores $11m seed round

SMBX, a marketplace for retail investors to invest into small businesses, has raised $11.5m in a seed round

Changing the world with sustainable investing – Grünfin gears for launch

Female-founded Grünfin, which provides consumers with access to sustainable investments, has collected €2m in funding as it gears up for its launch.

InvestNext reels in $4.3m seed to expand business footprint

Investment management firm InvestNext has raised $4.3m from a seed funding round headed by Hyde Park Venture Partners.

Ajaib becomes Indonesia’s fastest unicorn

Indonesian investment app Ajaib has reportedly become the country’s fastest unicorn, reaching the milestone in just two and a half years.

Chip looks to raise funding through crowdfunding campaign

Digital savings account Chip is looking to raise up to ?20m in the coming week through a crowdfunding campaign on Crowdcube.

Betterment hits unicorn status after close of equity and debt round

Digital investment advisor Betterment has been valued at nearly $1.3bn, following the close of a $60m Series F funding round.

How WealthTech innovation is driving the rise of the neo-broker

A recent blogpost by Currencycloud has scrutinised how innovation in the WealthTech market is driving the rise of the neo-broker in wealth management.

A revolution is happening in relationship management, but why should wealth managers care?

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.

Nucoro makes its platform available through the Finastra FusionStore

Nucoro, a WealthTech100 company, has made its cloud-native platform available for purchase through Finastra’s FusionStore.

Crypto trading app Coinrule said to close seed round on $2.2m

Automated crypto trading platform Coinrule has reportedly netted $2.2m in its seed funding round.

News Stories

SigFig introduces AI-driven enhancements to the Engage platform for financial advisors

SigFig introduces AI-driven enhancements to the Engage platform for financial advisors

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.
HealthEdge and Zelis form strategic partnership to revolutionise healthcare payments

HealthEdge and Zelis form strategic partnership to revolutionise healthcare payments

HealthEdge, a provider of cutting-edge healthcare software solutions, and Zelis, a leader in healthcare payments technology, have announced a strategic partnership.
Revolut hits $45bn mark, offers lucrative share options to staff

Revolut hits $45bn mark, offers lucrative share options to staff

Revolut, a prominent player in the global FinTech sector, has recently announced a secondary share sale aimed at providing liquidity to its employees, enabling them to benefit financially from their contributions to the company's impressive growth.
PayQuicker teams up with Thunes to revolutionise global e-wallet payouts

PayQuicker teams up with Thunes to revolutionise global e-wallet payouts

PayQuicker, a leading global payouts orchestration platform, has partnered with Thunes, a pioneer in global money movement innovation.

Judge blocks US rule that sought to limit ESG investing

A US District Judge in Kansas City, Stephen Bough, has struck down a Missouri state rule that imposed restrictions on investment advisers regarding the...

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