Tag: Wealth management
Miles Software forms strategic partnership with State Bank of Mauritius
Miles Software, a FinTech solution developer, has entered a strategic partnership with the State Bank of Mauritius (SBM) Group to launch MoneyWare across the bank.
DriveWealth, Bambu partner to offer wealth management robo-advisor
DriveWealth, a financial services API developer, has teamed with robo-advisor developer Bambu to provide an end-to-end robo-advisory platform to the wealth management industry.
State Street acquires investment management software builder Charles River
State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount.
Wealth management app Exo Investing bags funding
Retail investing wealth management platform Exo Investing has bagged a private investment from Benjamin and Ariane de Rothschild.
Moneyfarm secures £40m investment led by Allianz
Wealth management platform Moneyfarm has secured £40m in its latest funding round, which was led by Allianz Asset Management.
Hatton enhances wealth management offering with Quantvex buy
Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry.
Wealthfront nets $75m in latest round, led by Tiger Global
Robo-advisor Wealthfront has netted $75m in a round of funding led by Tiger Global Management.
Chalice Wealth Partners closes $4.6m Series A led by Uinta
Chalice Wealth Partners, a FinTech membership organisation for registered independent advisors (RIA) and wealth managers, has closed a $4.6m Series A.
Golden Axe collects around $15.9m in funding led by Chunxiao
Wealth management platform Golden Axe has collected around $15.9m in a funding round led by Chunxiao Capital.Other commitments to the investment came from Sequoia...
Fincash closes $150k funding from angel investors
India-based Fincash.com has closed a INR 1 Crore ($150,000) funding round from a group of angel investors, as the company looks to expand to 500 cities by the end of the year, Fincash.com CEO Gaurav Perti told FinTech Global.