Robo Advisors

Yomoni takes $5.4m for French robo-advisor

French robo-advisor company Yomoni has picked up $5.4m in a new round of funding from existing backer Crédit Mutuel Arkéa and Iéna Venture.

Nutmeg adds another ?12m from Taipei Fubon Bank

London wealth management company Nutmeg has added ?12m to its ?30m Series D round from Taiwanese financial services firm Taipei Fubon Bank.
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Pensionera picks up €1.2m for robot retirement planning

Swedish retirement robo-advisor Pensionera has raised €1.2m after winning Optimizer Invest’s startup competition. The deal values the company at €8m.
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True Link pulls in $3.6m for retirees financial advice

Digital financial services provider aimed at retirees True Link Financial has raised $3.6m in a new round of funding.

AdvisorEngine picks up $20m for wealth management platform

Digital wealth management platform Vanare has raised $20m in a Series A round. The financing comes in the form of a strategic investment by WisdomTree Investments.
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Exeq picks up $1.5m for ‘all-in-one’ finance app

All-in-one personal finance app developer Exeq has picked up $1.5m in seed money to back its launch early next year. New York City angel investors...

WealthNavi picks up $15m for robo-asset management

Tokyo-based asset management service WealthNavi has raised $15m in a Series B round of funding. The investment comes from SBI Holdings and other backers.
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Almost 80% of financial advisors expect robo to disrupt industry

Automated and algorithm-based wealth management is making an increasing impact on traditional wealth management.
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Uber partners with Betterment to offer drivers retirement accounts

Uber is increasing the financial services that it offers its drivers through a partnership with robo-advice company Betterment.
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Ginmon gains Passion Capital backing for robo-advisor

Ginmon, a Frankfurt-based robo-advisor, has raised a new round of funding led by London VC Passion Capital. The size of the round is undisclosed.

News Stories

Webull Securities (UK) scraps commission on US and HK shares

Webull UK scraps commission on US and HK shares

Webull UK, an online investment platform and subsidiary of Webull Corporation, has announced the removal of commission on all US and Hong Kong shares...
TaxTec, Proxymity and Label launch end-to-end MiKaDiv fix

TaxTec, Proxymity and Label launch end-to-end MiKaDiv fix

TaxTec, Proxymity and Label have announced a strategic collaboration to deliver what the firms are calling the industry's first fully connected, end-to-end solution for...
What are firms getting wrong with perpetual KYC?

What are firms getting wrong with perpetual KYC?

For several years, perpetual KYC (pKYC) has been pitched as the next evolution of traditional KYC methods, but firms still have misconceptions around what it really means.
How AMLA is reshaping financial crime compliance

How AMLA is reshaping financial crime compliance

The European Union's newly created Anti-Money Laundering Authority (AMLA) took a landmark step on 24 March 2026, hosting its first public hearing on draft...
LSEG launches Workspace Top 50 to track market trends

LSEG launches Workspace Top 50 to track market trends

LSEG, the London Stock Exchange Group, has launched the Workspace Top 50, a new monthly feature revealing the most searched commodities and equities by...

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