Retail Investing & Trading

Finanjo raises ₹1.5 crore to tackle India's finance gap

Finanjo raises ₹1.5 crore to tackle India’s finance gap

Finanjo, a Jaipur-based full-stack personal finance platform built for young Indians, has closed a pre-seed funding round of ₹1.5 crore (approximately $180,000), fully led...
Sherpas secures $3.2m seed to power AI in wealth management

Sherpas secures $3.2m seed to power AI in wealth management

Sherpas, an AI-native infrastructure platform for wealth management firms, has raised $3.2m in seed funding. The round was led by 1248, the family office of...
Nest Pensions reveals UK pension investment gap

Nest Pensions reveals UK pension investment gap

Nest Pensions, the UK’s largest workplace pension scheme, has unveiled new research highlighting widespread confusion among savers about where their pension money is invested. The...
Avantos secures $25m Series A to scale AI platform

Avantos secures $25m Series A to scale AI platform

Avantos, an AI-native operating system designed to transform how financial institutions onboard and service clients, has raised $25m in a Series A funding round. The...
Jump secures $80m Series B to scale AI for advisors

Jump secures $80m Series B to scale AI for advisors

Jump, an artificial intelligence platform for financial advisors, has raised $80m in a Series B round to accelerate the development of its AI-native operating...
Why UAE group pensions are a time-limited opportunity

Why UAE group pensions are a time-limited opportunity

The UAE group pensions market has moved from concept to live competition at remarkable speed. Following reforms to the end of service gratuity system,...
Monark secures $8.1m to expand retail private access

Monark secures $8.1m to expand retail private access

Monark Markets, a New York-based FinTech building infrastructure that connects brokerage firms and wealth platforms to private markets, has raised $8.1m in a strategic...
Retail investors show growing discipline and diversification

Retail investors show growing discipline and diversification

eToro, a global trading and investing platform, has reported that retail investors are demonstrating greater discipline, diversification and macroeconomic awareness, marking a significant shift...
Aviva Investors partners with Ripple on tokenisation

Aviva Investors partners with Ripple on tokenisation

Aviva Investors, the global asset management business of Aviva, has partnered with financial technology company Ripple to explore the tokenisation of traditional fund structures...
Bound raises $24.5m Series A to automate FX hedging

Bound raises $24.5m Series A to automate FX hedging

Bound, an automated FX risk management platform, has raised $24.5m in a Series A funding round to help businesses protect against increasing currency volatility...

News Stories

Savvy Wealth closes $100m Series C led by Halo Fund

Savvy Wealth closes $100m Series C led by Halo Fund

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.
Wealth management’s AI rush: Are firms getting it right?

Wealth management’s AI rush: Are firms getting it right?

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

Why explainable AI is the key to AML compliance

As financial institutions expand their use of artificial intelligence, a persistent question keeps resurfacing in anti-money laundering (AML) circles: does the requirement for explainability...
IntellectAI's month of listening exposes wholesale broking's data gap

IntellectAI’s month of listening exposes wholesale broking’s data gap

IntellectAI has closed out its Broker Appreciation Month (BAM) campaign with a set of findings on where wholesale insurance placement is succeeding, and where...
Why CPF providers can't ignore the currency question

Why CPF providers can’t ignore the currency question

CPF lifecycle schemes can invest globally, but the retirement outcomes they are built to deliver are measured in Singapore dollars. That mismatch, Kidbrooke argues in...

120,000+ FinTech leaders get exclusive industry stories delivered every week