Tag: Wealth management

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...

India-based Fincash.com has closed a INR 1 Crore ($150,000) funding round from a group of angel investors, as the company looks to expand to 500 cities by the end of the year, Fincash.com CEO Gaurav Perti told FinTech Global.

Envestnet, a wealth management and financial wellness solution, has acquired FolioDynamix from Actua Corp.

Appway has launched a Regulatory Reviews for Wealth solution to help wealth managers comply with evolving regulations.

UK-based Delio has reportedly received a ?250,000 loan from Greater Manchester Export Fund to support the opening of its new office.