Retail Investing & Trading

Alinea Invest, a pioneering New York-based FinTech firm focused on AI-powered WealthTech solutions, has successfully secured $3.4m in seed funding.

Marstone, known for its pioneering role in digital investment and wealth planning, has successfully raised $8m in a Series B financing round.

WealthKernel, a pioneering WealthTech firm, has recently announced a significant milestone in its financial journey. The company successfully secured an investment of £6m in a Series A extension round.

The digital era has revolutionised the financial sector, particularly accentuated by the pandemic's push towards digital platforms. The evolution into a hybrid model, integrating in-person and digital interactions, marks a significant shift in wealth management strategies. However, this shift brings forth the challenge of maintaining consistency across these interactive channels.

Objectway, which specialises in delivering comprehensive as-a-service software and services tailored for banks, wealth, and asset managers, has acquired Nest Wealth, a distinguished Canadian firm known for its leading digital WealthTech solutions.

WealthArc, a distinguished provider of wealth data management solutions, has entered into a strategic partnership with ZeroLink, an innovator in neurosymbolic KGQA technology.

BlueFlame AI, known as the pioneering force in generative AI for alternative investment managers, has recently unveiled its latest technological advancement: a Microsoft Excel Add-in.

Adaptive, a leader in bespoke electronic trading technology solutions, and ADS Securities, one of the Middle East's largest leveraged brokers, have embarked on a significant collaboration.

Grip Invest, an alternative investment platform, has successfully raised $10m in its latest funding round. The round was a mix of equity and debt, spearheaded by Stride Ventures.

FusionIQ, a pioneer in cloud-based wealth management solutions, and Kinecta Federal Credit Union, renowned for its member-centric financial services, are partnering with to enhance digital offerings.