VC firm General Catalyst has launched a new registered investment advisor, GC Wealth, according to a blog post. General Catalyst currently reports over $32 billion in assets under management and 800+ portfolio firms. A diversified investor, General Catalyst invests in Fintech, AI, and more. GC… Read More
OneVest, a wealth management technology platform, announced the closure of a $20 million Series B equity funding round. The investment round was reportedly led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include the following: OMERS Ventures,… Read More
Fundment, a platform for financial advisors targeting High Net Worth (HNW) individuals, has raised £45 million in Series C funding. Fundment was founded by former Blackrock asset manager Ola Abdul. His goal is to leverage proprietary technology that improves the operations of the 500+ firms… Read More
Endowus, Asia’s digital wealth advisory platform has increased its total funding to over $110 million. As noted in the announcement, an additional raise of $17.5 million follows from their $35 million raise last year to take the total for this round to $52.5M. New investors… Read More
Revolut, the global financial super-app, is making significant strides in its mission to redefine and reimagine modern financial services. With its latest product offering tailored for wealth management and private clients, the Fintech company is positioning itself as a solution for individuals seeking sophisticated financial… Read More
Wealthtech Addepar has shared an update focused on how to drive tax efficiency and growth with householding in Addepar Trading. Wealthtech firm Addepar explained that successful advisors help clients reach their financial goals while creating “opportunities for business growth for themselves, and their firms.” Addepar… Read More
NAO, a Berlin-based Fintech, has raised €3.4 million in Seed funding, according to a company statement. The round was said to be led by a family office of a Swiss private investor. The Wealthtech says it is on a mission to become the top investing… Read More
80% of asset and wealth managers say AI will fuel revenue growth while ‘tech-as-a-service’ could see 12% boost to revenues by 2028, according to an update from PwC. PwC also mentioned in its research study that almost three-fourths (73%) of asset and wealth management (AWM)… Read More
MyFO, a Canadian platform catering to family offices and wealth management professionals, has closed its $3.5 million seed funding round, led by Rhino Ventures. The oversubscribed round will help the company scale operations, enhance product offerings, and expand its team as it seeks to meet… Read More
iCapital, the fintech platform driving the alternative investment marketplace for the wealth management industry, announces that it has surpassed $200 billion in global platform assets. Increased demand for private market funds has led to this milestone and boosted the growth of client assets on iCapital’s… Read More
Itaú Private, a provider of private banking services, has announced an exclusive partnership with Addepar, a global firm focused on technology and data solutions for investment professionals. This strategic collaboration grants Itaú Private exclusive “access to Addepar’s comprehensive data aggregation and performance reporting platform in… Read More
Allfunds (AMS:ALLFG), a B2B WealthTech platform for the funds industry, has partnered with Rathbones, a provider of individual wealth management and related services to private clients, advisors, and more. The partnership is expected to provide Rathbones the ability “to deal and trade products through a single… Read More
Aurem, a unified workplace wealth and benefits technology platform, announces its licensing by the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM), marking a significant milestone in the company’s mission to connect the world for a better financial future. The company is… Read More
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which “closes the company’s $26.5 million Series A round, will accelerate the development of… Read More
iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a strategic relationship with Ashton Thomas Private Wealth, part of Arax Investment Partners, to provide financial advisors and their high-net-worth clients with streamlined data management and simplified access to… Read More
Investment platform Betterment has partnered with Goldman Sachs (NYSE:GS) to provide the Goldman Sachs Tax-Smart Bonds portfolio. Not too long ago, Betterment took over Goldman’s Marcus Invest, a Fintech wealth management platform, which is being shuttered. This is part of Goldman’s exit from providing extensive… Read More
WealthKernel, a digital investing infrastructure provider, announces a new partnership with Fint Invest, a digital wealth-building and educational platform catering to the next generation of investors. Fint, a digital solution powered by IronMarket Wealth, aims to “help young investors by offering them modern portfolios aligned… Read More
Revolut, the global fintech with over 8 million UK customers and 40 million globally, is introducing Wealth Protection, which is described as an extra layer of in-app identity verification, designed to prevent thieves from accessing customer savings within the Revolut app. Wealth Protection will help… Read More
Founded by Nick Perrett of digital bank Tandem, Ricky Knox of Tandem and Azimo, and Phil Bungey of Nutmeg, new WealthTech platform Prosper is offering an alternative to how people save and invest. Where other FinTechs have transformed payments, currency exchange and banking, Prosper is… Read More
Wealthfront, a consumer Fintech and pioneer of the robo-advisor industry, announced an Automated Bond Ladder that enhnaces how investors use US Treasuries to maximize interest on their extra cash. This addition to Wealthfront’s product suite is described as “a liquid, low-risk way to earn a… Read More
Crowdfund Insider is the leading news website covering the emerging global industry of disruptive finance including investment crowdfunding, Blockchain, online lending, and other forms of Fintech.
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