Tagged: mutual funds

Y Combinator backed Indian Fintech Investment App Groww Secures $21.4 Million via Series B

Groww, an investment app that aims to focus on providing services to Indian millennials, has reportedly secured $21.4 million in capital through a Series B funding round – which was led by US-based VC firm Ribbit Capital. Existing investors Sequoia India and Y Combinator also… Read More

Canadian Fintech Pascal Financial Partners Agora Dealer Services to Develop Wealthtech Solution for Mutual Fund Dealers, Advisors

Agora Dealer Services, a digital technology-focused Carrying Dealer that specializes in supporting mutual fund dealers and independent financial advisors, and Pascal Financial, a Canadian Fintech firm with an integrated, AI-enhanced wealth management platform with active behavioral finance, announced on July 29, 2020 that they’re developing… Read More

Indian Fintech StockEdge with 1 Million+ Users Aims to Help Traders with Equity Markets and Mutual Funds Investments and Improving Financial Literacy

Vinay Pagaria, co-founder at Indian Fintech firm StockEdge, a company that helps India’s residents, particularly the younger generations, with learning more about how to responsibly and effectively invest their money in stocks and bonds, confirms that most or about 80% of the firm’s services are… Read More

Indian Fintech Fintso Claims that Previously Stable Debt Securities are Now More Volatile than Equity

Mumbai-based Fintech firm Fintso, which aims to “democratize” wealth management in India, is arguing that debt securities can be more volatile than equity. Recently established in December 2019, Fintso secured $2.6 million in funding in March 2020. Fintso’s management says that debt securities have previously… Read More

UP Fintech, a Digital Brokerage Firm Focused on Global Chinese Investors, to Enter Wealth Management Business

UP Fintech Holding Ltd, a major digital brokerage company focusing on global Chinese investors, has confirmed that it’s entering the wealth management and technology (Wealthtech) business. UP Fintech has introduced a product, called the “Fund Mall,” which offers a new wealth management feature that makes… Read More

Spanish Digital Financial House Finanbest Fundraises with Crowdcube

Finanbest, a Madrid-based licensed securities agency, offers a digital end-to-end wealth management solution for retail investors, reportedly reducing costs for clients up to 70%. The platform has partnered with Crowdcube to raise £175,000 for 6.22% equity. The agency was pre-valued at £2,638,522.  At this writing, the… Read More

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