Latest Wealth management News: Finextra Research

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Wealthtech Prosper launches crowdfunding campaign

Prosper, the UK wealthtech founded by Tandem and Nutmeg alumni, has launched a crowdfunding campaign on Crowdcube.

22 November 2023

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Barclays invests in WealthOS

Barclays has led a £2 million seed funding round for WealthOS, a cloud-native and API-driven core wealthtech startup.

22 November 2023

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Report predicts boom in Apac's wealthtech market

The wealthtech sector in Asia-Pacific could be worth more than $2trn by 2027 thanks to technological advancements, according to a report published by McKinsey.

20 November 2023

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Revolut to offer bond trading for EU clients

UK fintech Revolut has set its sights on Europe's fixed income market as the next investment option for its clients.

20 November 2023

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Stripe vets launch AI-powered wealth management platform

Technology veterans with stints at Stripe and Square on their CVs have raised $3.1 million for a new AI-powered wealth management platform.

10 November 2023

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Private investment management platform Arch raises $20m

Private investment management platform Arch has raised $20 million in a Series A funding round led by Menlo Ventures.

10 November 2023

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Danish wealthtech startup Performativ snags €5.5 million

Danish wealthtech startup Performative has snagged €5.5 million in a seed round led by FinTech Collective.

09 November 2023

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AI fintech Black Ore emerges from stealth with $60m

Black Ore, a startup developing AI tools for financial services firms, has emerged from stealth with $60 million in financing led by a16z and Oak HC/FT, with participation from a host of big-name angel investors.

08 November 2023

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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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