Tag: Wealth management

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.

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.