Tags WealthTech

Tag: WealthTech

China unveils wealth management scheme to strengthen Hong Kong, Macau ties

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

India-based MoneyHOP said to close seed round

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

Aumni closes Series B to bolster its offering to customers

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

Winvesta said to close seed round to support growth of banking...

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

Why embedded finance is opening the door to new investors

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

Carta hits $7.4bn valuation after Series G close

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

Global WealthTech funding sets a new record in 2021 after $13.6bn...

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

How Nucoro is helping banks digitise to take on FinTechs

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.

Vestwell nets $70m in its Series C round

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

What do wealth managers really think of life in the front...

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

See how insurance firms can use it to personalise their offering

Did you know that by 2025, almost 30% of all data created, captured, or replicated by consumer devices will be created in real-time.

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