Robo Advisors

MortgageGym secures £3.8m in funding, valuing it at £12m

Mortgage robo-advisor MortgageGym has secured £3.8m in its latest round of funding, valuing the company at £12m.

Magnum Research bags Series A ++ funding round

Magnum Research’s robo-advisor platform AQUMON has closed its Series A ++ round of funding.

Asset management AI company Pagaya closes its Series B on $14m

Pagaya, an asset management support solution powered by machine learning, has closed its Series B round on $14m.

Exabel raises $4.7m to support its go-to-market efforts

Exabel, an AI-powered investment advice startup, has received $4.7m in its seed round which will support its go-to-market plan for 2019.

Central 1 launches Canada’s first voice banking service

Central 1 has launched Canada’s first authenticated voice banking service through the use of Amazon Alexa.

Miles Software forms strategic partnership with State Bank of Mauritius

Miles Software, a FinTech solution developer, has entered a strategic partnership with the State Bank of Mauritius (SBM) Group to launch MoneyWare across the bank.

DriveWealth, Bambu partner to offer wealth management robo-advisor

DriveWealth, a financial services API developer, has teamed with robo-advisor developer Bambu to provide an end-to-end robo-advisory platform to the wealth management industry.

OpenInvest has received $10.4m in its Series A funding

OpenInvest, a digital investment advisor for socially responsible investing, has received $10.4m in its Series A funding led by QED Investors.

France-based Fundvisory raises €1.8m from Aviva, Macif

Robo-advisory startup Fundvisory has raised €1.8m from Aviva France and Macif Group, to accelerate the development of digital savings in France.

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.

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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