Tag: Wealth management

Revolutionizing wealth management: Is hybrid advisory the future?

During the third quarter of 2024, the wealth management sector witnessed shifts, heavily influenced by sustainability, digital innovation, and regulatory adjustments.

United Fintech Group Limited, headquartered in London, has announced a significant investment from Standard Chartered to advance its digital transformation initiatives.

FINQY, an innovative Indian FinTech founded in 2019 by entrepreneur Manish Aggarwal, has announced a new funding round of $2m.

Savvy Wealth, a digital platform tailored for financial advisors, has announced the closure of its Series A, bringing in an additional $15.5m.

AlTi Global, an independent global wealth and alternatives manager, has secured a strategic investment of up to $300m from Allianz X.

FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus discussed market data aggregation and financial product management and its impact on financial institutions' digitalisation journeys.

Strive Enterprises, a financial services company with a focus on asset management, has successfully raised $30m in a Series B funding round.

Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. Both WealthTechs and wealth/asset management firms are starting to embrace the technology with new solutions. One such solution is the generative AI assistant, with a number having launched over the past year.

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).