Tag: Investment Platforms

Gridline, a turnkey alternatives management platform for advisory firms, has raised $18.5m in Series A funding to accelerate the development of its integrated private...

Key UK WealthTech investment stats in 2025: UK WealthTech funding grew by 6% in 2025 Deals over $100m increased by 31% YoY as investors...

Key global FinTech investment stats in 2025: Global FinTech funding grew by 7% YoY Deals over $100m increased by 21% as investors concentrated on...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Crowdcube, Europe’s largest private market investment platform, has supported consumer tech disruptor Nothing to launch the company’s latest funding round, Community Investment (3). Crowdcube operates...

Key European WealthTech investment stats in Q3 2025: European WealthTech deal activity dropped by 24% YoY in Q3 UK companies secured half of all...

Finimize and Charles Schwab have formed a new partnership aimed at expanding access to high-quality investment education for international retail investors. The collaboration brings together...

Key US WealthTech investment stats in Q3 2025: US WealthTech investments halved YoY in Q3 New York firms secured six of the top 10...