Tag: Advisory

Moneyhub teams with Pennyworth to bring wealth management to affluent customers

Open data and payments platform Moneyhub has partnered with financial planning and banking app Pennyworth, to redesign digital banking for the aspiring-affluent customer.

Can digital channels match physical advisors for quality?

As more wealth management companies move towards digital investment guidance and direct-to-investor models, Kidbrooke has asked the question if digital channels can match the teams of physical advisors in terms of quality.

Pair of private equity firms help CAIS earn its horn

Alternative investment platform CAIS has joined the unicorn club following a $225m investment round led by private equity firms Apollo and Motive Partners.

United Fintech unveils advisory board to help steer firm to global...

United Fintech has appointed its Advisory Board with the aim of driving the company towards further global expansion.

Altruist scores $90m in its Series B funding round

Altruist, an all-in-one platform for modern financial advisors, has scored $90m in its Series B funding round.

d1g1t closes CAD £12m funding round to support US growth

Wealth management company d1g1t has closed a CAD $12m ($9m) as it continues its expansion efforts across the US.

GoBear collects $80m in funding to support product enhancements

Financial product comparison platform GoBear has closed an $80m funding round to support product enhancement.

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.

True Link Financial scores $8m in Series A led by QED

California-based True Link Financial has scored $8m in its Series A equity round led by QED Investors.

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