Tag: financial advisor

Insurance software provider ISI secures investment from NexPhase Capital

NexPhase Capital, a private equity firm known for its thematic and operational focus, has announced an investment in Insurance Systems Inc., ISI, a provider of enterprise software solutions to the property and casualty insurance industry.

WealthTech platform Selma Finance surpasses target, raises €1.3m

Selma Finance, a Switzerland-based WealthTech platform, recently concluded a successful crowdinvesting campaign. This innovative digital financial advisor secured more than €1.3m from its vibrant community of supporters, exceeding its original fundraising target by a significant 30%.

Wealth Wizards forms open banking partnership with Moneyhub

Financial advisor Wealth Wizards will use Moneyhub Enterprise data APIs to provide customers with holistic advice that is backed by real-time consent driven personal data.

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