Tag: Investment Platforms

As China’s markets remain volatile amid shifting global trade dynamics and regulatory pressures, LSEG TORA is helping investors navigate the complexity through its advanced Stock Connect trading capabilities.

Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.

Meridian, an AI-driven deal management platform for private market investors, has raised $7m in a Series Seed funding round. The round was led by 645...

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

Key UK FinTech investment stats in Q1 2025: UK FinTech funding deal activity halved YoY as investors backed fewer but larger deals in Q1 ...

Key European WealthTech investment stats in Q1 2025: European WealthTech funding increased by 5% QoQ in Q1 Deals over $100m returned in the quarter...

Seeds, a US-based WealthTech company focused on modernising investment experiences for financial advisors, has raised $10m in a Series A funding round.

RetailBook, a UK-based FinTech platform that empowers retail investors to participate in primary capital market deals on equal terms with institutions, has announced a £4.5m funding round.

Key Australian FinTech investment stats in 2024: Australian FinTech funding dropped by 74% YoY in 2024 Average deal value dropped to $15.6m as investors...

The wealth management industry is undergoing a major transformation, driven by technological innovation, evolving client expectations, and a growing affluent population. With the sector expected to reach $2.6trn by 2028, firms are under pressure to provide personalised financial solutions at scale.