Tag: WealthTech

Savvy Wealth closes $100m Series C led by Halo Fund

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.

Wealth management’s AI rush: Are firms getting it right?

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

Why CPF providers can’t ignore the currency question

CPF lifecycle schemes can invest globally, but the retirement outcomes they are built to deliver are measured in Singapore dollars. That mismatch, Kidbrooke argues in...

BrightPlan lands Series C led by ABS Capital Partners

BrightPlan, an AI-powered financial wellness platform built for global enterprises, has marked its 10th anniversary with the announcement of the first closing of its...

Risk assessments are missing the channel problem

Financial services once moved through channels that were easy to watch: branches, telephone banking, card networks and conventional payment rails. Compliance teams could monitor...

Trump Accounts: Can they create a new generation of investors?

The US government launched the new Trump Accounts initiative, aimed at helping build long-term financial security for children, but will the accounts deliver on...

Why banks and insurers need one platform, not many

Most banks, insurers, wealth managers and pension providers still run their operations across a patchwork of disconnected systems, with product governance, market data, financial...

Creditstar Group secures €4.6m hybrid investment from Kilde

Creditstar Group, a European consumer finance and investment FinTech, has secured its first external hybrid equity investment, receiving €4.6m from Singapore-based investor Kilde at...

Olenbee raises €7m to scale real-time perks tech

Olenbee, a French FinTech and mission-driven company that applies artificial intelligence to everyday employee benefits, spending and rewards, has closed a €7m funding round...

Phoenix Venture Partners leads $3.5m round in Sav

Phoenix Venture Partners Limited (PVP), an Abu Dhabi-based venture capital fund manager, has led a $3.5m Pre-Series A financing round in Sav, an autonomous...

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