Tag: Wealth management

A fifth of retail investors have stopped using a wealth management service due to a weak digital offering, new research from Nucoro claims.

Wealth management solution provider Realized has raised $6m in its Series A funding round led by Calibrate Ventures.

Harvest Savings & Wealth Technologies, a solution provider for the financial industry, has collected $23m in a round made of equity and debt.

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.