Tag: financial technology

OneVest, a WealthTech firm aiming to significantly upgrade wealth management experiences for both financial institutions and their clients, has just announced a noteworthy CAD$17m in Series A funding.

In the realm of wealth management, there is an increasing preference for cloud-based portfolio management software, a shift driven by the multiple advantages these solutions present. WealthArc has outlined seven major reasons behind the rising adoption of cloud-based alternatives over traditional on-premise options.

In today's digital age, cryptocurrencies are securely housed across the globe in various types of wallets. Whether through software or hardware, custodial or non-custodial, each wallet type offers unique benefits and potential drawbacks.

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?

The US is a huge market for FinTech, enough that seeking international expansion is not a necessity for major growth. However, international payment solutions and infrastructure provider Currencycloud argues that US FinTechs should start looking abroad. 

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.

Nymbus, a premier provider of cutting-edge financial technology solutions, has announced significant strategic investments from Curql Collective and Reseda Group. Curql Collective is a Credit...

Silicon Valley AI company OpenEnvoy, which has developed an industry-leading solution for accounts payable (AP) automation, has announced raising $15m in a Series A funding round.

Delta Capita, a global capital markets consulting, managed services, and technology provider, has partnered with Reg X Innovations, a regulatory technology start-up, to launch a new platform that helps clients prepare for the European Market Infrastructure Regulation (EMIR) Refit regulations.

KKR has led a $100m funding round in FinTech-focused Cross River Bank, committing $75m primarily from its Private Credit Opportunities Partners II vehicle. KKR was joined in the...