Home Tags Wealth management
Tag: Wealth management
Just over half of the companies in the wealth management sector will still be around in 10 years-time if they fail to innovate digitally, according to new research from B2B solution developer Nucoro.
A fifth of retail investors have stopped using a wealth management service due to a weak digital offering, new research from Nucoro claims.
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.