Tags Retail investing

Tag: Retail investing

Why wealth managers need to focus on the young investor

Wealth managers typically focus on older people, as that is where the money is. However, young investors hold the wealth of tomorrow and capturing them early will stop them going elsewhere.

Why wealth advisors can’t avoid talking to customers

Customer engagement will not only allow wealth managers to nurture loyalty within their customers but can yield strong results by tailoring services to their needs, according to Kidbrooke.

Lightyear scores $8.5m seed funding as it begins investment app roll-out

UK commission-free stock trading app Lightyear has pulled in $8.5m from a seed funding round led by Mosaic Ventures.

Investing app Peaks collects €5m in funding as it bolsters position...

Digital investing platform Peaks has reportedly raised €5m in a funding round, which will bolster its presence in the Netherlands and Germany.

TrueLayer, HeyTrade team to expand digital retail investing in Spain

UK open banking platform TrueLayer has partnered with Spanish FinTech HeyTrade to launch a new digital trading app in Spain.

Israeli FinTech TipRanks scores $77m from financing round

Tel Aviv-based stock research platform TipRanks has secured $77m from a recent financing round led by Prytek and More Investment House.

Digital investment platform Propel(x) scores $5.5m in a new funding round

Online investment platform Propel(x) has scored $5.5m in a new investment round to help it build new services.

Scalable Capital offers new fixed-term deposits opportunities through Raisin deal

Digital wealth management company Scalable Capital will expand its product range with fixed-term deposits through new collaboration with Raisin.

Pluang scores $3m in its Series A

Pluang, an Indonesian company democratizing access to financial products in the country, has raised $3m in Series A funding.

dough pulls in $20m in funding from tastytrade

dough, an online broker and wealth creator, has pulled in $20m from financial network news website tastytrade.

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