Tag: UBS

Comprehensive portfolio aggregation is increasingly seen as a vital capability in today’s wealth management landscape.

Trust & Will, a leading digital estate planning platform, has raised over $25m in its Series C funding round.

TMX VettaFi has acquired Credit Suisse’s Bond Indices from UBS, further strengthening its fixed income index capabilities.

Endowus, a leading digital wealth advisory platform in Asia, has bolstered its funding with a $52.5m round, increasing its total funding to over $110m.

Capitolis has recently announced a significant boost in funding, marking another milestone in its ambitious growth trajectory.

As a firm prepares to launch a mutual fund, it's crucial to establish a solid distribution strategy. ACA Group, which offers governance, risk and compliance support, recently offered a guide for intermediary channels for mutual fund distribution. 

Wefox, the InsurTech powerhouse based in Germany, has successfully secured a substantial investment to the tune of $55m.

Auquan, an AI trailblazer in the financial sector, has recently revealed that it successfully closed a seed funding round amounting to $3.5m.

Global FinTech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), has announced a significant milestone with UBS successfully launching on their newly introduced sponsored repo solution. 

MerQube, described as a trailblazer in technology for the future of index-linked investing, has officially confirmed a significant fundraising achievement.