Tag: WealthTech

Chexy, a Canadian payments platform that allows tenants to earn credit card rewards on everyday expenses, has raised $14m CAD in a Series A...

Grand, an AI-powered FinTech building a payment network for the construction, manufacturing and trade supply industries, has raised $5m in pre-seed funding led by...

Plum, an Indian employee health and corporate insurance platform, has raised a Series B round of ₹193 crore ($20.6m) to scale its claims experience...

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

WealthReach, an organic growth platform purpose-built for registered investment advisors (RIAs) and wealth management firms, has launched Attract, what it describes as the industry's...

Flanks, a WealthTech company focused on data-led wealth management insights and automation, has launched the AI Financial Advisor, a wealth intelligence co-pilot designed to...

Eunice, a London-based company building institutional-grade due diligence infrastructure for regulated markets, has raised $8m in seed and pre-seed funding as it looks to become the definitive due diligence and disclosure layer for alternative assets.

Saracens, the professional rugby union club, has announced a new partnership with PensionBee, a leading online retirement savings provider, naming the firm as the...

ClearScore has announced an exclusive partnership with Zuto, the UK's leading car finance FinTech, to provide car finance brokerage services as it bids to...

Sunstate Bank, a community bank serving families, individuals and businesses across South Florida, has partnered with InvestiFi, a digital investing solutions provider for financial...