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

Aperture leads $300m asset-based facility with Avant

Aperture leads $300m asset-based facility with Avant

Aperture Investors, an alternative asset manager that forms part of Generali Investments, has led a $300m asset-based financing facility with FinTech firm Avant. The facility...
Fundworks upsizes investment-grade notes to $40m

Fundworks upsizes investment-grade notes to $40m

Fundworks, a tech-enabled financing provider serving small businesses across the US, has extended and increased its investment-grade corporate notes to $40m. The capital raised through...
NextReg

NextReg launches with a new AI-native model for adviser compliance services

NextReg, a Miami-based compliance firm, has officially launched, providing institutional-grade, AI-powered Chief Compliance Officer services to investment advisers and FinTech companies transforming how firms...
TPG-backed Third Wave accelerates insurance roll-up

TPG-backed Third Wave accelerates insurance roll-up

Third Wave Insurance, the retail insurance brokerage platform backed by global alternative asset manager TPG, has agreed to acquire five insurance and advisory firms...
Freehand raises $75m to automate enterprise spending

Freehand raises $75m to automate enterprise spending

Freehand, a San Francisco-based AI company building autonomous agents for enterprise spending and financial operations, has raised $75m as businesses look to automate procurement,...

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