Tag: Financial Advisory

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.

The macroeconomic environment is undoubtedly a focal point in today's discussions within wealth management, banking, and insurance sectors. However, the urgency of addressing climate...

In the dynamic landscape of today's wealth sector, artificial intelligence (AI) stands as a pivotal force of change. This transformative era marks the confluence...

Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.

AdvisorCheck, a platform offering comprehensive data and transparency tools to investors vetting financial advisors, has raised $1.8m.

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?