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Found 1,160 results on "wealth management"

Deutsche Bank explores sale of Indian retail business

04 Sep 2025 / 5 min read / Fintech

Deutsche Bank has begun the process of divesting its retail banking operations in India, according to a Reuters report citing sources familiar with the matter.

NewsFintech

Atomic raises USD 30 million to support its global expansion

28 Aug 2025 / 5 min read / Fintech

Atomic raises USD 30 million in recent funding round to accelerate its expansions and broaden its range of products.

NewsFintech

OLarry raises USD 10 million in Series A funding round

08 Aug 2025 / 5 min read / Fintech

OLarry, an AI-driven tax firm, has raised USD 10 million in a Series A funding round led by TTV Capital and joined by Walkabout Ventures and Marin Sonoma Impact Ventures.

NewsFintech

FNZ, Microsoft partner to advance wealth management

29 Jul 2025 / 5 min read / Fintech

Wealth management platform FNZ has announced a five-year strategic agreement with Microsoft, aiming to improve the wealth management industry through technology and AI-enabled digital solutions.

NewsFintech

SS&C to acquire Calastone in USD 1 billion deal

23 Jul 2025 / 5 min read / M&A and Investments

SS&C Technologies Holdings has announced that it entered into an agreement to acquire Calastone for approximately USD 1.03 billion.

NewsM&A and Investments

iCapital raises USD 820 million in its recent funding round

16 Jul 2025 / 5 min read / Fintech

iCapital has raised over USD 820 million in its latest funding round, bringing the company’s value to USD 7.5 billion.

NewsFintech

Singapore imposes collective penalty on banks and wealth managers

09 Jul 2025 / 5 min read / Fraud and Fincrime

Singapore has imposed a collective penalty on several banks and wealth managers, including UBS, Citi, and Julius Baer, relating to a money laundering case that affected the region’s reputation.

NewsFraud and Fincrime

Chip partners with Tink on payments integration

02 Jul 2025 / 5 min read / Fintech

Chip has entered into a partnership with Tink, a Visa-owned Open Banking platform, to offer payment initiation services (PIS) within its app.

NewsFintech

Envestnet agrees to sell Yodlee

27 Jun 2025 / 5 min read / Fintech

Envestnet has announced it has entered into a definitive agreement to sell Yodlee, its open finance and data analytics subsidiary, to STG.

NewsFintech

Wealthfront is preparing for a US IPO

24 Jun 2025 / 5 min read / Payments

Wealthfront Corporation, an automated digital wealth management firm, has filed for a US IPO.

NewsPayments

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