Tag: Wealth management

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.

CDPQ has acquired a stake in FNZ, a platform-as-a-service provider for European wealth management firms, in a deal which values the company at £1.65bn.

Canopy, a financial data and analytics company, has reportedly raised $4.8m in its Series A round of funding.

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, 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 Corporation has acquired investment management software developer Charles River Development for an undisclosed amount.

Retail investing wealth management platform Exo Investing has bagged a private investment from Benjamin and Ariane de Rothschild.

Wealth management platform Moneyfarm has secured £40m in its latest funding round, which was led by Allianz Asset Management.