Robo Advisors

Singapore’s StashAway secures $25m in Sequoia Capital India-led round

Singapore-headquartered StashAway closed a series D funding round for $25m led by Sequoia Capital India, bringing its total paid-up capital to $61.4m.

Indonesian robo-advisor Bibit.id banks $65m led by Sequoia India

Robo-advisor Bibit.id raised $65m in a funding round led by Sequoia Capital India.

What do these 36 FinTech rounds raised in the last week reveal about the...

WealthTech and cybersecurity enterprises were among the FinTech businesses that closed investment rounds in the last seven days. Companies operating in the WealthTech, cybersecurity, RegTech,...

Tradeteq adds $9.4m to its coffers via Series A round

WealthTech Tradeteq has secured $9.4m in a Series A round designed to fuel the further development of its product development.

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.

WealthTech Carne Group secures $121.8m in new investment

Digital asset management company Carne Group has netted a $121.8m investment from Vitruvian Partners to expand the WealthTech client led technology solutions.

Indonesian robo-advisor platform Bibit said to close $30m in funding

Indonesia-based robo-advisor platform Bibit has reportedly bagged $30m in funding, bringing its total equity raised to $45m.

Three ways technology has proven essential for client management during Covid-19

The coronavirus crisis has made it near impossible to meet new clients face to face, which is why technology is playing an increasingly important role in the process of managing customer relationships.

Should you outsource or build your own WealthTech solutions?

Implementing digital wealth management solutions can be tempting for many companies. However, the choice of whether they should build their own, enlist vendors or mix the two approaches is far from easy to make.

Floww nets $6.7m in seed funding

Data-driven investor marketplace Floww has raised $6.7m in a seed funding round led by angel investors and friends.

News Stories

How will the Advice Guidance Boundary Review change wealth management in the UK?

How will the Advice Guidance Boundary Review change wealth management in the UK?

The new UK's Advice Guidance Boundary Review has been pitched as a 'once in a generation change', but how is it going to change the wealth management landscape? 

Compliance-first AI: meeting FCA’s AML standards

Napier AI has outlined how financial institutions can confidently adopt artificial intelligence in anti-money laundering (AML) operations whilst remaining compliant under Financial Conduct Authority...
How agentic AI is reshaping bank compliance

How agentic AI is reshaping bank compliance

SymphonyAI has released a webinar exploring how agentic artificial intelligence is reshaping compliance functions within the banking sector, and why financial institutions that fail...

Prometeia: why Spain is outpacing Italy since the pandemic

Italy and Spain are two of the biggest beneficiaries of Next Generation EU, with approximately €194bn allocated to Italy and €100bn to Spain, equivalent...
M-Files recognised for partner programme excellence in 2026

M-Files recognised for partner programme excellence in 2026

M-Files, a context-first document management system used by more than 6,000 customers across over 100 countries, has been awarded a 5-star rating in the...

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