Tag: WealthTech

WealthOS, the cloud-native wealth management infrastructure platform provider, has announced the successful closure of its seed round, raising £4m.

Light Frame, a pioneering Swiss-American FinTech company, has successfully completed its pre-seed financing round, raising $1.7m.

Harnessing the power of financial data aggregation is becoming increasingly crucial in the investment world, particularly when integrating environmental, social, and governance (ESG) performance...

The proliferation of WealthTech companies has helped more retail investors gain access to the world of investing, but there is still a gap. New technology and access to financial education is helping to bolster the democratisation of investing.

FE fundinfo, a key player in financial data services, has expanded its reach in the European market by acquiring Dericon, a German FinTech firm based in Frankfurt.

BBVA, a prominent Spanish banking group, has signed a deal with OpenAI to implement ChatGPT across its workforce.

EFG Hermes, the leading investment bank in the MENA region, has acquired a minority stake in Kenzi Wealth, a Danish FinTech company specialising in AI-powered asset management technologies.

Navigating ESG integration presents unique opportunities for differentiation but also brings challenges from a data management perspective.

Key Canadian FinTech investment stats In Q1 2024: • Canadian FinTech deal activity reached 48 transactions in Q1 2024, a 51% drop YoY • Canadian FinTech...

Plenty, a WealthTech platform designed to facilitate investment and financial planning for couples, has successfully raised $5m in seed funding.