Latest Results from /wealth
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BNP Paribas and Citi have become the first institutional investors in United Fintech, an umbrella outfit dedicated to scooping up a stable of capital markets, wealth management and wholesale banking vendors.
27 February 2024
VC fund Octopus is to grow its shareholding in embedded investment platform Seccl as co-founders Dave Harvey and Hugo Thorman depart the business.
19 February 2024
Citigroup now monitors the frequency at which private bankers call their clients to push for growth in the wealth management branch of the business, according to reporting from the Financial Times.
16 February 2024
Digital investment platform Wealthify is launching its first savings account using embedded banking technology from ClearBank.
14 February 2024
Virgin Money is to take full control of its digital wealth management platform, buying out joint investor abrdn for £20 million.
Sibli, a startup using AI to help asset managers in the investment research process, has raised $4.5 million in seed funding.
13 February 2024
Indian fintech giant Cred is to move into the wealth management market with the acquisition of mutual fund and stock investment platform Kuvera.
06 February 2024
WealthKernel, a provider of digital investment services and infrastructure, has secured an investment of £6 million in a Series A extension round led by ETFS Capital.
24 January 2024
Italian software and services provider to banks and asset and wealth managers Objectway is making moves into North America through the acquisition of Canadian firm Nest Wealth. Terms were not disclosed.
22 January 2024
WealthTech firm InvestCloud has appointed former Fiserv CEO Jeff Yakubi as CEO and chairman.
12 January 2024
UK-based asset and wealth management software vendor Zilo has raised £25 million in a Series A funding round joined by Citi.
09 January 2024
With 2023 drawing to a close, we take a look back at our most popular news items, videos and community engagement activities over the course of the past year.
22 December 2023
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