Tag: Financial advice

Redefining the customer journey: Skandia’s digital leap with Kidbrooke’s OutRank

In the fast-paced digital age, traditional financial entities find themselves contending with customer demands for efficient, convenient service similar to what's provided by digital powerhouses like Amazon, Netflix, and Spotify.

Savvy collects $11m as it modernises human financial advice

Savvy, which is on a mission to modernise human financial advice through technology, has collected $11m for its Series A-1 funding round.

How financial advice is changing through voice calls

As the world moves out of the pandemic and into the cost-of-living crisis, the future of financial advice is continuing to change.

Boring Money raises more than double the target of its crowdfunding...

Financial advice website Boring Money has smashed the target of its crowdfunding platform by more than double.

NextCapital closes Series C led by Oak HC/FT

Personal financial advice platform NextCapital has closed its Series C funding round led by Oak HC/FT.

Financial advice app Albert collects $4.3m

California-based financial advice app Albert has raised a further $4.3m in financing.The app, which offers a way to track finances, has raised the new...

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