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 personalized communication is reshaping the advisor-client relationship

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...
SymphonyAI agents cut sanctions workload by 90%

SymphonyAI agents cut sanctions workload by 90%

A major US financial institution has dramatically reduced the burden of sanctions compliance after deploying AI-powered agents from SymphonyAI, achieving a 90% reduction in...

fincite’s 4 AI use cases easing the burden on advisers

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...
eToro launches AI-powered app store for investors

eToro launches AI-powered app store for investors

eToro, a social trading and investing platform, has announced the launch of the eToro App Store, an AI-enabled marketplace where investors and developers can...
SimCorp launches agentic AI ecosystem for investors

SimCorp launches agentic AI ecosystem for investors

SimCorp, a global investment management software provider, has announced Agent Launchpad, a new agentic AI ecosystem designed to help investment managers discover and deploy...

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