Tag: Family Offices

QPLIX, a WealthTech company specialising in wealth management software for family offices and private banks, has received a significant investment from tech-focused firm Partech via its Growth Fund.

BlackCloak, a leader in Digital Executive Protection, announced it has successfully completed a $17m Series B funding round.

Landytech, a next-generation investment management platform, has secured £5m in corporate debt financing from CIBC Innovation Banking.

ThoughtLab conducted a comprehensive survey in September / October 2023 of 250 investment providers. These include broker-dealer/wire-houses, private banks, online trading platforms, wealth management...

InCred Holdings Limited has revealed that it is set to land INR 500 Cr ($60m) in its Series D funding round.

Key European Funding Platform investment stats in H1 2023: • European Funding Platform deal activity reached 16 transactions in H1 2023, a 57% drop YoY •...

In the world of finance, many establishments have taken advantage of non-transparent fee systems, resulting in overlapping charges. Such intricate fee regimes often deter Family Offices from meticulously tracking their investment strategy execution fees. In this landscape, custodian banks, with no particular stake in the game, offer minimal assistance in fee monitoring.