Tag: WealthTech

Social and investing app Shares has launched its first product following the closure of a Series A funding round that raked in $40m.

Savvy, a wealth management firm that provides wealth managers with enhanced software and marketing automation, has raised $7.3m from a seed round.

Traditionally, wealth management has been for the wealthy. The average Joes and Janes have often been skipped out on by big wealth managers due to little revenue incentive to capture that market.

Brazilian digital bank Neon has received a $300m investment from Spanish multinational financial services provider.

While the digitisation of the client journey had already begun prior to Covid-19, the pandemic has sped up the process dramatically.

Sparebanken Møre, a Norwegian savings bank, hopes to become a leading player in the wealth management space. To achieve this, it is working with TietoEVRY and its WealthMapper solution.

Etcho, a sustainable investor app looking to help investors make conscious investment decisions, is set to launch its offering in the UK.

Free investing and trading app Streetbeat has collected $10m in its seed funding round, which was led by TTV Capital.

As the wealth management industry continues to become more competitive, the need to establish your company as the go-to wealth manager becomes ever more vital.

Atom bank has partnered with Sesame to offer increased availability for consumers applying for mortgages through Sesame’s brokers.