Tags WealthTech

Tag: WealthTech

Tuum lands €15m from Portage Ventures-led Series A

Core banking platform Tuum has scored €15m in a Series A round of funding, with Portage Ventures leading the round.

Moneyfarm herds £44.1m Series D from new partner M&G

WealthTech firm Moneyfarm has secured £44.1m in Series D funding from investment firm M&G following a recent partnership between the two companies.

What WealthTechs should know to stay on top of the market...

Last year proved to be big for the WealthTech sector, but what will the growth drivers be in 2022?

Iroquois Federal, Nymbus tie the knot to launch newlyweds banking solution

Illinois-based financial institution Iroquois Federal and banking tech vendor Nymbus have teamed to launch a new banking brand for newly married couples.

How to strike the balance between privacy and client services

A blogpost by Wealth Dynamix has provided a review of a Financial Conduct Authority (FCA) keynote speech on how to strike the right balance between privacy and client services.

5 trends WealthTechs should follow in 2022 and 4 challenges to...

As hopes are 2022 will be the end of the pandemic and a return to normality, Dreamquark has offered the five big trends WealthTechs should be following this year and the four challenges to watch out for.

French-FinTech Spendesk bags extends Series C

Spendesk, which styles itself as a seven-in-one spend management solution for SMBs, has collected €100m in an extension to its Series C round.

Investment platform Koia snares $1.4m pre-seed funding

Alternative investment app Koia has raised $1.4m from a pre-seed funding round led by Seedcamp.

Business banking app Novo reaches $700m valuation

Small business banking platform Novo has reached a $700m valuation following the close of its Series B round on $90m.

Where to start with digital transformation in wealth management

With every new variant of Covid, the end of the pandemic continues to move further into the distance. These past two years have shown the cruciality of digital services, and firms no longer have a choice to avoid it if they want to stay successful. The trouble is, where does a firm start?

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