Tag: Advisory

Open data and payments platform Moneyhub has partnered with financial planning and banking app Pennyworth, to redesign digital banking for the aspiring-affluent customer.

As more wealth management companies move towards digital investment guidance and direct-to-investor models, Kidbrooke has asked the question if digital channels can match the teams of physical advisors in terms of quality.

Alternative investment platform CAIS has joined the unicorn club following a $225m investment round led by private equity firms Apollo and Motive Partners.

United Fintech has appointed its Advisory Board with the aim of driving the company towards further global expansion.

Altruist, an all-in-one platform for modern financial advisors, has scored $90m in its Series B funding round.

Wealth management company d1g1t has closed a CAD $12m ($9m) as it continues its expansion efforts across the US.

Financial product comparison platform GoBear has closed an $80m funding round to support product enhancement.

OpenInvest, a digital investment advisor for socially responsible investing, has received $10.4m in its Series A funding led by QED Investors.

California-based True Link Financial has scored $8m in its Series A equity round led by QED Investors.