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Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry.
Chalice Wealth Partners, a FinTech membership organisation for registered independent advisors (RIA) and wealth managers, has closed a $4.6m Series A.
Wealth management platform Golden Axe has collected around $15.9m in a funding round led by Chunxiao Capital. Other commitments to the investment came from Sequoia...
Appway has launched a Regulatory Reviews for Wealth solution to help wealth managers comply with evolving regulations.
Robo-advisor Wealthfront has netted $75m in a round of funding led by Tiger Global Management.
Envestnet, a wealth management and financial wellness solution, has acquired FolioDynamix from Actua Corp.
UK-based Delio has reportedly received a £250,000 loan from Greater Manchester Export Fund to support the opening of its new office.