Latest Expanse Venture Partners News, Insights & Analysis - FinTech Global

WealthTech firm Zocks bags $13.8m to expand AI-powered advisory solutions

WealthTech firm Zocks bags $13.8m to expand AI-powered advisory solutions

March 6, 2025

Zocks, a privacy-first AI platform focused on enhancing client intelligence for financial advisors, has secured $13.8m in its Series A funding round.

Latest Analysis

Sunstate Bank adds investing to online banking with InvestiFi

March 20, 2026

Cloaked

Cloaked bags $375m to make data privacy the default

March 20, 2026

Nearly 4 in 10 SMEs open to switching pension provider

March 20, 2026

The financial services sector is undergoing a period of rapid change as digital-first providers reshape how customers access and engage with products. Faster onboarding, transparent pricing, and personalised experiences are becoming standard expectations, placing increasing pressure on traditional banks and insurers to adapt.

Can bancassurance remain relevant in a digital-first financial landscape?

March 20, 2026