Tags Wealth management

Tag: Wealth management

DriveWealth, Bambu partner to offer wealth management robo-advisor

DriveWealth, a financial services API developer, has teamed with robo-advisor developer Bambu to provide an end-to-end robo-advisory platform to the wealth management industry.

State Street acquires investment management software builder Charles River

State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount.

Wealth management app Exo Investing bags funding

Retail investing wealth management platform Exo Investing has bagged a private investment from Benjamin and Ariane de Rothschild.

Moneyfarm secures £40m investment led by Allianz

Wealth management platform Moneyfarm has secured £40m in its latest funding round, which was led by Allianz Asset Management.

Hatton enhances wealth management offering with Quantvex buy

Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry.

Chalice Wealth Partners closes $4.6m Series A led by Uinta

Chalice Wealth Partners, a FinTech membership organisation for registered independent advisors (RIA) and wealth managers, has closed a $4.6m Series A.

Golden Axe collects around $15.9m in funding led by Chunxiao

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 launches regulatory review solution for wealth managers

Appway has launched a Regulatory Reviews for Wealth solution to help wealth managers comply with evolving regulations.

Fincash closes $150k funding from angel investors

India-based Fincash.com has closed a INR 1 Crore ($150,000) funding round from a group of angel investors, as the company looks to expand to 500 cities by the end of the year, Fincash.com CEO Gaurav Perti told FinTech Global.

Wealthfront nets $75m in latest round, led by Tiger Global

Robo-advisor Wealthfront has netted $75m in a round of funding led by Tiger Global Management.