Tag: financial planning
Vyzer nabs $6.3m seed funding to supercharge WealthTech with AI
Vyzer, the trailblazing digital wealth management platform, has successfully wrapped up its seed funding round.
Investors seek professional guidance amidst booming risk appetite
Investors' financial behaviours have manifested a palpable shift towards riskier waters in 2023, marking a noticeable increase in an aggressive approach to investments compared to the previous year.
The evolution of platforms: 7 features of tomorrow’s investment aids
Platforms have evolved significantly over the years. Earlier, their main function was limited to the administration of assets. This encompassed the realm of custody, execution, and reporting. However, the definition of a 'progressive' platform today has transformed. Let’s delve deeper into the distinctive features of such platforms:
FinTech Timeline clinches £10m Series B funding
Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.
Ready for ESG reporting season? Strategies for effective sustainability reporting
As the season for sustainability reporting draws near, organisations are presented with a golden chance to underline their dedication to ESG (Environmental, Social, and...
Finicast bags $12.8m to revolutionise enterprise planning
Finicast, a modern SaaS enterprise collaborative planning platform that allows teams to model, plan, forecast, and track performance, has announced a significant funding milestone.
Arsenal’s Jorginho invests in FinTech app Gather, holds a 10% stake
Arsenal football player Jorginho, known for his midfield prowess on the pitch, has turned his hand to financial investments, becoming a founding investor in Gather, a budding FinTech start-up.
Spain’s FinTech innovator Embat secures €5m
Spanish FinTech firm Embat, a disruptor in the financial planning and treasury management space for businesses, is taking a significant leap forward.
Mosaic garners $26m for AI-driven financial decision-making platform
Mosaic, a strategic finance platform for real-time data analysis and collaborative financial planning, has recently raised $26m.
Choosing the right digital wealth management tool for your financial success
Digital wealth management tools have surged in popularity, providing individuals with affordable access to professional investment services. However, with a plethora of options available, selecting the ideal platform can be challenging. Here are some crucial factors to keep in mind when making your decision.