Tags Wealth management

Tag: Wealth management

Nearly 50% of wealth managers to close if digital transformation is...

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.

Why a strong digital offering is important for wealth managers to...

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 platform Realized raises $6m in Series A

Wealth management solution provider Realized has raised $6m in its Series A funding round led by Calibrate Ventures.

Harvest Savings & Wealth Technologies collects $23m in round of debt...

Harvest Savings & Wealth Technologies, a solution provider for the financial industry, has collected $23m in a round made of equity and debt.

Banco Galicia to offer personal finance services through Strands deal

Argentinian bank Banco Galicia has integrated the personal finance management solution from Strands to improve banking services for customers.

United Income said to be acquired by Capital One

United Income, an automated investment advice platform, has been reportedly been acquired by Capital One.

Octopus acquires WealthTech startup Seccl Technology for £10m

Seccl Technology, an outsourced custody service for wealth management, been acquired by Octopus Investments in a £10m deal.

Smarterly launches second crowdfunding campaign with £2m goal

Smarterly, a robo-investing platform, has launched its second crowdfunding campaign with a goal of £2m.

Secfi bags $6m in its Series A to bolster product suite

Secfi, which provides shareholders with equity planning tools to improve financial decisions, has bagged $6m in its Series A.

FNZ Group acquires ebase in €154m deal

FNZ Group has acquired European Bank for Financial Services (ebase) from Comdirect bank in a deal worth €154m.

Don't miss our news & research. Subscribe to our daily newsletter!