Tag: Wealth management

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.

Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry.

Robo-advisor Wealthfront has netted $75m in a round of funding led by Tiger Global Management.

Chalice Wealth Partners, a FinTech membership organisation for registered independent advisors (RIA) and wealth managers, has closed a $4.6m Series A.

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...