Tag: WealthTech

China has introduced Wealth Management Connect, a scheme that is looking to better connect its southern Guangdong province with neighbours Hong Kong and Macau.

MoneyHOP, a global banking platform aimed at Indian millennials, has reportedly nabbed $1.25m in its seed round.

Investment analytics platform Aumni has closed its Series B round on $50m to help it increase its customer base.

Global banking and investing app Winvesta has reportedly closed its seed round as it looks to boost its hiring efforts and product development.

An interview between Currencycloud and financial brokerage firm DriveWealth has detailed how embedded finance is changing the investment space in wealth management.

Equity management solution Carta has been valued at $7.4bn, following the close of a $500m Series G round.

H1 2021 surpasses entirety of 2020 funding by $4.4bn, boosted by large deals over $50m

Financial institutions are not as nimble as FinTechs, but that doesn’t mean they cannot offer their own digital services. The answer is integrating technology stacks designed by specialised companies, that enables the financial institution to easily implement a range of digital investing propositions.

Digital retirement platform Vestwell has bagged $70m in its Series C round, which will help it enhance its platform offering.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.