Tag: asset management

OpenYield, a cutting-edge bond marketplace, has announced the successful closure of a new funding round aimed at revolutionising the fixed income market. The company operates the OpenYield ATS, a marketplace registered with FINRA and the SEC.

Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from Fligoo.  

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.

Key Global FinTech investment stats in Q3 2024: Global FinTech deal activity dropped by 57% YoY FinTech investments projected to halve in 2024 as...

Armis, a leading cyber exposure management and security firm, announced today the successful closure of a substantial $200m Series D funding round.

Auquan, a trailblazer in AI for financial services, recently announced a significant boost to its seed funding, securing an additional $4.5m.

Moneybox, the award-winning UK saving and investing platform, announced today that it has welcomed new investors Apis Global Growth Fund III and Amundi, enhancing its robust investor base.

Axyon AI has successfully secured a further €2.1m in funding, completing a funding round that totals €6m initiated in December 2023.

Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances.

YFM Equity Partners has channelled £3m into Integrum ESG, a London-based platform distinguished by its cutting-edge provision of live ESG data insights.