Tag: Portage

Flex, the AI-native private banking platform for high net worth middle-market business owners, has secured $60m in a Series B equity round led by...

Key European WealthTech investment stats in Q3 2025: European WealthTech funding dropped by 19% YoY in Q3 UK firms secured 70% of the top...

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

OatFi, a FinTech company building embedded credit infrastructure for B2B payments, has raised $24m in a Series A funding round. The investment was led by...

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

Benepass, a pioneering force in the FinTech realm, has garnered $20m in additional funding.

ZILO, a UK-based company specialising in asset and wealth management software, has successfully completed a significant Series A fundraising round, securing £25m.

French InsurTech Orus has successfully raised €11m in a Series A funding round, as it looks to provide modular insurance solutions tailored for SMBs across the European market.

In a significant leap towards transforming the future of commerce, Croissant, a mission-driven FinTech platform, recently unveiled itself with a robust $24m seed funding from prominent investors.

Founded in 2019, Novisto, a pioneering ESG data management software firm, has secured $20m in its Series B funding round. The company is headquartered...