Tag: Financial Advisory

In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...

LendMN, a Mongolia-based digital lending platform and subsidiary of AND Global, has secured a $20m debt investment in a funding round advised by Delphos. The...

Docupace, a provider of back-office software solutions for WealthTech enterprises and financial advisors, has acquired Hubly.

Key European WealthTech investment stats in 2024: European WealthTech funding dropped by 65% YoY in 2024 UK firms continued to dominate the European WealthTech...

Uprise, a San Francisco-based financial advisory platform, has secured $3.3m in its seed funding round. The investment round was led by Blank Ventures. Other participants...

In the financial regulatory landscape, understanding and adhering to FINRA's Rule 2090, commonly known as the KYC rule, is crucial for brokerage firms.

Province, a nationally recognized leader in restructuring and financial advisory, announced today a significant capital investment from Trivest Partners, a private equity firm specializing in the middle market.

Ramify, a French WealthTech company, has announced a financial milestone with the completion of an €11 million Series A funding round.

Abyan Capital, a pioneering robo-advisory firm in Saudi Arabia, has closed an impressive $18m Series A funding round, with STV taking the lead alongside Wa'ed Ventures and RZM Investment.