Tag: Investment platform

WealthTech firm Addepar raises $230m in Series G to support global...

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.

Wealth-building app Stash raises $146m to expand Money Coach AI platform

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

WealthTech custodian Altruist secures $152m Series F to scale RIA platform

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

Wealth management platform Prosper secures £4m to modernise investment services

Prosper, a wealth management platform focused on eliminating outdated processes, has raised £4m in a funding round aimed at accelerating its growth and expanding its AI-driven services.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 raises $18m to offer safe offshore accounts for high-inflation economies

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.

Bond trading platform OpenYield secures $7m in funding

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.

Sydney-based Betashares leads the pack for the biggest Australian FinTech deal...

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...

Syfe secures $27m Series C to expand WealthTech offerings in Asia...

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

Ramify clinches €11m from top investors to redefine wealth management in...

Ramify, a French WealthTech company, has announced a financial milestone with the completion of an €11 million Series A funding round.

Real estate FinTech Stake raises $14m to expand into Saudi market

Stake, the leading digital platform for real estate investment, has successfully raised $14m in a recent funding round.

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