Tags WealthTech

Tag: WealthTech

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?

Dominance of retail investors, accelerated digitalisation – 2021 in WealthTech

For many companies, 2021 was the year to get back on track. Last year, the Covid-19 sent ripples across the financial market and companies were forced to enter survival mode, but this year saw more relaxed measures and a chance to push for growth once again. But was this the case?

Why wealth managers need to focus on the young investor

Wealth managers typically focus on older people, as that is where the money is. However, young investors hold the wealth of tomorrow and capturing them early will stop them going elsewhere.

Why open banking adoption in lending is taking off

A recent report by open banking credit reference agency Credit Kudos has found that the adoption of open banking in lending could be set to reach 87% by 2023.

Spend and cash manager Rho lands $75m Series B

Corporate spend and cash management company Rho has secured £75m in a Series B funding raise.

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