Wealth management - News, Articles & Research: Finextra

Tandem co-founders and Nutmeg COO raise £3.2 million to launch new wealth app

Former Tandem alumni Ricky Knox and Nick Perrett alongside Nutmeg COO Phil Bungey have launched a new wealthtech business with £3.2 million pre-seed backing from a host of fintech founders.

07 November 2023

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Flanks secures $8 million for Open Wealth platform

Open wealth platform Flanks has secured $8 million in a Series A round led by Earlybird Venture Capital, and followed by the existing investors JME Ventures and 4Founders Capital.

18 October 2023

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Wells Fargo extends wealth platform to all customers

Wells Fargo is making its digital platform for helping people plan and track their money available to all consumer customers.

12 October 2023

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Sustainable Finance Live 2023: Connecting capital with the right sustainability solutions

Bursting on stage to lead the final panel session of the day, Anna-Marie Slot, global sustainability partner, Ashurst, outlined her hopes for a “rubber hits the road” panel. Getting straight to the crux of the matter, Slot asked the panel, how much money actually has to move to ensure impact?

11 October 2023

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Emirates NBD launches digital wealth platform

Emirates NBD has rolled out a digital wealth offering for users to trade securities and ETFs on over 11,000 global equities across 21 capital markets.

06 October 2023

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Saga partners Flagstone on savings platform for over-50s

Saga, the British brand focussed on providing products and services to the over 50s, has teamed up with cash deposit platform Flagstone on a savings platform.

04 October 2023

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Canada's Interac broadens access to e-Transfer service

Canadian debit network Interac is broadening access to its e-Transfer service beyond regulated banks and credit unions, with Wealthsimple the first new player to join.

29 September 2023

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Wealthtech startup Vega emerges from stealth with $8 million equity investment

Vega, a UK wealthtech platform set up by a team of former executives from leading hedge funds, private equity firms, and fintech scale-ups, has launched with over $8 million in equity investment.

27 September 2023

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Swiss B2B fintech GenTwo raises $15 million

Point72 Ventures has led a $15m Series A investment round in asset securitization fintech GenTwo.

05 September 2023

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MSCI expands Google partnership to explore AI services

Benchmark provider MSCI has extended its partnership with Google Cloud in order to accelerate its development of generative AI services for the investment industry.

30 August 2023

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Grayscale secures SEC legal win over bitcoin ETF

A US federal appeals court has sided with an asset manager in a lawsuit against the Securities and Exchange Commission (SEC) after the regulator denied an application to convert the Grayscale Bitcoin Trust into an exchange-traded fund (ETF).

30 August 2023

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Goldman sells mass market wealth management business

Goldman Sachs continues its retreat from the mass-market banking arena, selling off its Personal Financial Management (PFM) unit to Creative Planning.

28 August 2023

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