Tag: BlackRock
CaixaBank launches GlobalView wealth aggregator
CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...
CMB Monaco accelerates digital transformation with Avaloq
CMB Monaco, a Monaco-based private bank specialising in bespoke private banking services, has completed its migration to the integrated technology platform combining Avaloq and...
GeoWealth secures $42.5m Goldman Sachs Series C extension
GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and FinTech solution built for registered investment advisors (RIAs), has extended its Series C financing round...
Upvest secures $125m to modernise Europe’s banking infrastructure
Upvest, an API-first investment infrastructure provider, has secured $125m in new financing to accelerate the modernisation of legacy banking systems across Europe and the...
Avaloq strengthens Arab Bank Switzerland partnership
Avaloq, a banking software and services provider, and Aladdin Wealth, BlackRock's wealth technology platform, have deepened their partnership with Arab Bank Switzerland, a Swiss...
AI stocks and stagflation fears grip February
February's market landscape was defined by AI-driven anxiety and mixed economic signals, according to Exante's latest monthly market report. While Nvidia delivered a historic...
Avalara secures $500m BlackRock investment
Avalara, a leader in agentic tax and compliance automation, has secured a $500m equity investment led by BlackRock’s Private Financing Solutions.
Vista Equity Partners, Avalara’s...
GeoWealth unveils private model marketplace
GeoWealth has launched its Private Model Marketplace, a new platform designed to redefine how registered investment advisors (RIAs) incorporate private markets into client portfolios.
The...
GeoWealth secures $38m to expand public-private portfolios
GeoWealth, a FinTech firm offering a proprietary technology platform and turnkey asset management platform, has secured $38m in its Series C funding round.
The round...
Revolut rolls out Stocks and Shares ISAs in UK
Revolut has expanded its investment options in the UK, launching Stocks and Shares ISAs and a suite of UK-listed Exchange-Traded Funds (ETFs) to give customers more ways to build wealth.










