Thursday, February 21, 2019
Tags Wealth management

Tag: wealth management

Technology is helping the retail investing side, but institutional asset and...

Asset management and wealth management is shifting from product-driven to being portfolio-driven, according to a panel at the Global WealthTech Summit 2018. Read more: fintech.global

InvestCloud, Courtiers team to build new digital wealth management

InvestCloud, a financial digital solution designer, has helped build a digital wealth management solution in collaboration with Courtiers. Read more: fintech.global

CDPQ acquires stake in FNZ, in a deal valuing the company...

CDPQ has acquired a stake in FNZ, a platform-as-a-service provider for European wealth management firms, in a deal which values the company at £1.65bn. Read more: fintech.global

Canopy said to raise $4.8m in Series A

Canopy, a financial data and analytics company, has reportedly raised $4.8m in its Series A round of funding. Read more: fintech.global

DriveWealth, Bambu partner to offer wealth management robo-advisor

DriveWealth, a financial services API developer, has teamed with robo-advisor developer Bambu to provide an end-to-end robo-advisory platform for the wealth management industry. Read more: fintech.global

State Street acquires investment management software builder Charles River

State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount. Read more: fintech.global

Wealth management app Exo Investing bags funding

Retail investing wealth management platform Exo Investing has bagged a private investment from Benjamin and Ariane de Rothschild. Read more: fintech.global

Moneyfarm secures £40m investment led by Allianz

Wealth management platform Moneyfarm has secured £40m in its latest funding round, which was led by Allianz Asset Management. Read more: fintech.global

Hatton buys Quantvex for post-DOL Fiduciary Rule environment

Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry. Read More: regtechanalyst.com

Chalice Wealth Partners closes $4.6m Series A led by Uinta

Chalice Wealth Partners, a FinTech membership organisation for registered independent advisors (RIA) and wealth managers, has closed a $4.6m Series A. Read more: fintech.global