Retail Investing & Trading

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

Alto Solutions, a self-directed IRA platform that helps individuals invest into alternative assets through tax-advantaged retirement funds, has bagged $40m in Series B funding.

Half of retail investors are planning to switch some of their investments, including pensions, into ESG investments this year, new research claims.

South Korea-based social trading platform League of Traders has closed its pre-Series A funding round on $2.4m.

3Commas, an automated crypto trading bot investment platform, has collected $37m in its Series B funding round.

Obligate, which offers blockchain-based regulated debt securities, has reportedly raised $4m in a seed extension.

GlobalBlock Digital Asset Trading Limited, a publicly traded holding company which runs a European Union-based digital asset broker, has announced a successful closing of its non-brokered private placement.

Dealflow, the innovative FinTech firm aiming to transform how global companies manage their finances in the AI era, is in a celebratory mood.

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Maliyya, a Sharia compliant P2P financing and investing platform, has closed a $1.3m seed round from Ground1 Ventures.