Tag: WealthTech

US FinTech company Oportun has entered an agreement to acquire neobanking platform Digit in a deal set to be worth $212.9m.

pockid, a banking app that labels itself as the first dedicated banking app for Generation Z customers, has snapped up $4m from a seed funding round.

UK FinTech Lightyear has teamed with cross-border payments firm Currencycloud to remove hidden fees for investors globally.

One of the key factors for companies in the digital age is ensuring that consumers can access their information quickly and efficiently. When these processes become too slow, this can have a damaging effect on the user experience.

Spending and wealth optimisation platform Enzo has snared $3m from a seed funding round led by White Bay Group.

Asset management program for advisors GeoWealth has closed its Series B round on $19m as it eyes hiring opportunities.

Like a wide range of other industries, the WealthTech sector has seen digitisation accelerate massively recently – with the pandemic only serving to speed up this trend.

Digital mortgage platform Maxwell has snared $52.5m from a recent funding round led by Fin VC.

Tifin has raised $47m from a Series C funding round backed by big market players such as J.P Morgan and Morningstar.

India-based investment app Groww has tripled its valuation in six months, with its latest funding round valuing it at $3bn.