Retail Investing & Trading

Vanilla, an award-winning estate planning software company, announced a significant funding round. 

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.

Singapore-based investment platform Syfe, established in 2017, has successfully raised $27m in a Series C funding round.

FusionIQ, a leading provider of digital wealth management solutions, and interVal, a prominent software provider for wealth management insights, have officially entered into a...

Punch, a burgeoning stock trading platform, has successfully garnered $7m in a recent seed funding round.

Mintify, a burgeoning platform in the FinTech sector, has successfully raised $3.4m in a recent funding round.

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and FinTech innovator, has successfully closed a significant funding round.

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, today announced a significant $18m growth investment.

Strive Enterprises, a financial services company with a focus on asset management, has successfully raised $30m in a Series B funding round.

Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. Both WealthTechs and wealth/asset management firms are starting to embrace the technology with new solutions. One such solution is the generative AI assistant, with a number having launched over the past year.