Tag: Investment platform

Raymond James, Canada’s largest independent financial services firm, has partnered with FNZ, a global provider of wealth management platforms.

Waltz, a real estate FinTech platform, is transforming how foreign nationals invest in U.S. property by streamlining the financing process through a fully digital experience.

Addepar, a global technology and data platform used by investment professionals, has secured $230m in a Series G funding round that values the company at $3.25bn.

Stash, a US-based FinTech platform focused on making wealth-building accessible to everyday consumers, has secured $146m in its Series H funding round.

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

Prosper, a wealth management platform focused on eliminating outdated processes, has raised £4m in a funding round aimed at accelerating its growth and expanding its AI-driven services.

nsave, a provider of trusted offshore accounts for people from high-inflation economies, has announced the launch of an investment platform aimed at protecting users’ wealth through compliant and secure investments.

OpenYield, a cutting-edge bond marketplace, has announced the successful closure of a new funding round aimed at revolutionising the fixed income market. The company operates the OpenYield ATS, a marketplace registered with FINRA and the SEC.

Key Australian FinTech investment stats in H1 2024: Australian deal activity dropped by 62% in H1 2024 YoY Average deal value dropped to $16.6m...

Singapore-based investment platform Syfe, established in 2017, has successfully raised $27m in a Series C funding round.