Home Tags Wealth management
Tag: Wealth management
Wealth management solution provider Realized has raised $6m in its Series A funding round led by Calibrate Ventures.
Harvest Savings & Wealth Technologies, a solution provider for the financial industry, has collected $23m in a round made of equity and debt.
Argentinian bank Banco Galicia has integrated the personal finance management solution from Strands to improve banking services for customers.
Seccl Technology, an outsourced custody service for wealth management, been acquired by Octopus Investments in a £10m deal.
Smarterly, a robo-investing platform, has launched its second crowdfunding campaign with a goal of £2m.
Secfi, which provides shareholders with equity planning tools to improve financial decisions, has bagged $6m in its Series A.
Wealth management company d1g1t has closed a CAD $12m ($9m) as it continues its expansion efforts across the US.
Employee-owned private equity house PIR Equities has taken just four months to hit a €275m hard cap close for its third flagship fund, after strong performance from its predecessor vehicles.