Tag: investment advisory

Astor, an SEC-registered AI-native investment advisory platform, has closed a $5m seed funding round to expand access to personalised financial guidance for everyday American...

Key Indian FinTech investment stats in Q1 2026: Indian FinTech funding increased by 59% YoY in Q1 2026 Average deal value increased by 24%...

As the wealth management industry enters 2026, advisory teams are under growing pressure to deliver clearer guidance, faster execution and a more complete view...

With FinCEN’s final rule extending BSA obligations to RIAs and ERAs from January 1, 2026, the investment advisory landscape is entering a new era...

Questal, a financial technology company and the parent of financial wellness provider Questis, has secured $3.2m in a Seed Series funding round.