Tag: financial advisors

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

iCapital has announced the acquisition of Citi Global Alternatives, LLC, an indirect subsidiary of Citi and the adviser to Citi Wealth’s global alternative investment platform.

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

In today’s rapidly evolving wealth management landscape, staying relevant is not just important for advisors—it’s essential. With intense competition and ever-changing client expectations, the ability to meet clients where they are and provide timely, personalised advice can set a firm apart. The key to achieving this lies in combining data-driven insights with scalable solutions that enhance the overall client experience.

Trust & Will, a leading digital estate planning platform, has raised over $25m in its Series C funding round.

FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.

Gen Z is demonstrating a strong commitment to financial planning, prioritising long-term financial security over short-term luxuries, according to a new study.

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

Streetbeat, an AI-driven wealth management platform, has secured an investment from 3Lines Venture Capital’s Orbit Fund.

Jump, a provider of artificial intelligence (AI) solutions tailored for financial advisors and financial services firms, has secured $20m in a Series A funding round.