Advisory & Brokerage

savvy-collects-11m-as-it-modernises-human-financial-advice

Savvy collects $11m as it modernises human financial advice

Savvy, which is on a mission to modernise human financial advice through technology, has collected $11m for its Series A-1 funding round.
Navigating the future: Top wealth management trends in Q1 2024

Navigating the future: Top wealth management trends in Q1 2024

As we delve into the initial months of 2024, the wealth management sector stands at the cusp of transformation, propelled by technological advancements and a challenging economic landscape.
Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.

US FinTech Ampla secures $258m credit facility with Goldman Sachs and Atalaya

Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.

Deal syndication platform HUBX collects investment

UK-based HUBX, which operates a deal syndication platform for banks and brokerage firms, has raised funding from ACF Investors’ Delta Fund and Mandalore Partners.

Gen-Z financial management app Cleo bags $44m Series B round

Funding rounds for FinTechs focusing on younger generations have come in hot and fast lately, with Cleo becoming the latest one to top up its coffers by closing its $44m Series B.

The 38 FinTech funding rounds raised last week highlight the success of payments companies...

While the payments industry has reason to celebrate, last week also proved a boon for 38 FinTech companies closing investment rounds. The FinTech industry returned...

Howden acquires Apex Insurance New Zealand to build Pacific broking operation

Howden has completed its acquisition of Apex Insurance New Zealand and its associated subsidiaries, as it looks to form a leading broking operation in...
Retirable-raises-$6m-retirement-solutions-more-accessible

Retirable bags extra $6m to make retirement management more accessible

Retirable, a holistic retirement solution with the ongoing care of an advisor, has raised an additional $6m in seed funding and launched a retirement income and investing offering.
Wealth-management-firm-FNZ-acquires-Germany's-Fondsdepot-Bank

Wealth management firm FNZ acquires Germany’s Fondsdepot Bank

Global wealth management platform FNZ has acquired Fondsdepot Bank, a German platform for trading and custody.
Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.

Saxon Trust secures new £35m funding line from OakNorth

Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.

News Stories

Visa and AWS partner to revolutionise global digital payments landscape

Visa and AWS partner to revolutionise global digital payments landscape

Visa, a global leader in digital payments, has announced its integration into the AWS Partner Network (APN), a global community that utilizes AWS technologies to create diverse solutions for customers.
WealthTech's promising Q1 2024: Valuations soar as strategic buyers lead

WealthTech’s promising Q1 2024: Valuations soar as strategic buyers lead

WealthTech's promising Q1 2024: Valuations soar as strategic buyers lead
Comarch has been enlisted by P&V Group to bolster the company's digital insurance solutions as part of their continued collaboration.

P&V Group partners with Comarch for enhanced digital insurance solutions

Comarch has been enlisted by P&V Group to bolster the company's digital insurance solutions as part of their continued collaboration.
Gain an edge in pricing decision intelligence with hx Renew's specialist API Exam

Gain an edge in pricing decision intelligence with hx Renew’s specialist API Exam

Nearly one year ago, hyperexponential launched a certification programme, beginning with the "Core Model Developer Exam." The initiative has been warmly received, with certificates and badges being awarded quarterly. The enthusiasm for this achievement is visible, with many sharing their hx Renew certificates on LinkedIn, celebrating their success.
FinTech

Strong week for FinTech deals with almost $750m raised

This week saw a rip-roaring collection of deals in the FinTech sector, with FinTech Global recording a complete total of 31 deals. The biggest...

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