Robo Advisors

Kasisto raises Series C extension for digital assistants services

Kasisto raises Series C extension for digital assistants services

Kasisto, which offers digital assistants, has raised $15.5m in its Series C extension round, which was led by Fidelity Information Services and Westpac Banking Corporation.

iCapital Network buys Wells Fargo’s alternative investments platform

Hot on the heels of its $146m funding round in March, investment solution provider iCapital Network has now inked a deal to buy Wells Fargo's Global Alternative Investments (GAI) Feeder Fund Platform.

Top ten trends in wealth management in 2021 to look out for

As 2021 is kicking off, there are several trends in wealth management to look out for.

Bookkeeping startup OKCredit raises $67m as India’s FinTech scene is booming

Bangalore-based OKCredit has completed a $67m Series B funding round led by Lightspeed Venture Partners and Tiger Global as the country’s FinTech scene has raised over $13bn since 2014.
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Ignition Wealth raises $762,000 from financial planning veteran

Robo-advisor Ignition wealth has raised Aus$1m ($762,000) in its first round of venture funding from financial planning expert Barry Lambert.
fintech insurtech wealthtech regtech ai cybertech esg news

Halal investing platform Wahed pockets $5m

Halal investing platform Wahed has raised $5m in funding from strategic investors. The New York-based startup aims to offer ethical robo-based, Shariah-compliant investing to Muslims.

Bambu collects $3m in Series A led by Franklin Templeton

B2B robo-advisor Bambu has raised $3m in its Series A funding round led by Franklin Templeton Investments.

Robo-advisor Munnypot receives backing from Livingbridge

Automated online investment advice platform Munnypot has received backing from UK private equity house Livingbridge.

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.

Tindeco: challenging the titans of wealth management technology

Over the past decade, Tindeco has stood out from the crowd with its innovative asset management solution: Tindeco VISION.

News Stories

XTCC pioneers first Shariah-compliant carbon credit investment ecosystem

XTCC pioneers first Shariah-compliant carbon credit investment ecosystem

XTCC, an investment ecosystem that specialises in high-integrity carbon credits, has announced the launch of the first Shariah-compliant multi-currency asset class for high-integrity carbon credits.
Normative launches new carbon reduction tools

Normative launches new carbon reduction tools

Normative, a pioneering enterprise carbon platform, has unveiled a new suite of features aimed at enabling businesses to effectively manage and reduce their carbon...
Incredible bags $1m pre-seed funding to revolutionise credit management

Incredible bags $1m pre-seed funding to revolutionise credit management

Incredible, the London-based FinTech startup, has recently secured $1m in pre-seed funding aimed at enhancing consumer credit management.
Koodoo and Resistant AI team up to boost document security

Koodoo and Resistant AI team up to boost document security

Koodoo, an AI-powered technology provider specialising in financial services, has announced a strategic partnership with Resistant AI, a leader in Document Forensics technology.
BimaPay secures $2m funding to revolutionise insurance technology in India

BimaPay secures $2m funding to revolutionise insurance technology in India

BimaPay Finsure has successfully secured a funding boost of $2m, orchestrated by LC Nueva Investment Partners, according to a report from the Hindu Business Line. 

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