Tag: Wealth management

Argentinian bank Banco Galicia has integrated the personal finance management solution from Strands to improve banking services for customers.

United Income, an automated investment advice platform, has been reportedly been acquired by Capital One.

Seccl Technology, an outsourced custody service for wealth management, been acquired by Octopus Investments in a £10m deal.

Smarterly, a robo-investing platform, has launched its second crowdfunding campaign with a goal of £2m.

Employee-owned private equity house PIR Equities has taken just four months to hit a €275m hard cap close for its third flagship fund, after strong performance from its predecessor vehicles.

Secfi, which provides shareholders with equity planning tools to improve financial decisions, has bagged $6m in its Series A.

FNZ Group has acquired European Bank for Financial Services (ebase) from Comdirect bank in a deal worth €154m.

Wealth management company d1g1t has closed a CAD $12m ($9m) as it continues its expansion efforts across the US.

Ethic, an asset management platform for wealth advisors and institutional investors, has bagged $6.8m in new funding.

InvestCloud, a financial digital solution designer, has helped build a digital wealth management solution in collaboration with Courtiers.