Articles with tag like: wealth management

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FPL Technologies raises USD 75 mln in series C

News | Online & Mobile Banking | 17 Jan 2022

India-based fintech startup FPL Technologies has raised USD 75 million as part of its Series C funding round, led by its existing investor – QED Investors.

funding, credit scoring, wealth management, startup

Addepar lands deal with RBC Wealth Management

News | Online & Mobile Banking | 17 Jan 2022

Fintech Addepar has reached a deal with RBC Wealth Management-US to deploy its platform, according to

fintech, partnership, investment, wealth management

Indonesia's Pluang raises USD 55 mln in funding

News | Online & Mobile Banking | 14 Jan 2022

Indonesia-based fractional investing app Pluang has raised USD 55 million in a follow-up to its Series B round held in 2021.

funding, investment, wealth management, digital assets

Unifimoney integrates with Q2's digital banking platform

News | Online & Mobile Banking | 06 Jan 2022

US-based Unifimoney, a turnkey digital wealth management platform, has announced its availability within the Q2 Innovation Studio.

partnership, wealth management, financial institutions, digital banking

Banca Generali allows users to buy Bitcoin

News | Cryptocurrencies | 04 Jan 2022

Italy-based Banca Generali’s private clients will be able to buy and sell Bitcoin through the bank’s mobile app.

crypto asset, trading platform, mobile banking, wealth management

Morgan Stanley settles data security lawsuit for USD 60 mln

News | Payments General | 03 Jan 2022

Morgan Stanley has agreed to pay USD 60 million to settle a lawsuit by customers who said the bank exposed their personal data when it twice failed to retire some of its older information technology.

regulation, data breaches, banks, wealth management, cybersecurity

Allocare acquires Numas

News | Online & Mobile Banking | 10 Sep 2021

Switzerland-based banking software provider Allocare has announced the acquisition of data management fintech Numas.

acquisition, SaaS, wealth management, data

Cabital chooses Sumsub for its identity verification toolkit

News | Digital Identity, Security & Online Fraud | 08 Sep 2021

Cabital, a wealth management platform that offers crypto-based savings products, has chosen Sumsub’s KYC/AML toolkit.

cryptocurrency, wealth management, KYC, AML, identity verification

LEAD Consult, additiv to support embedded wealth implementation

News | Online & Mobile Banking | 11 Aug 2021

Business and IT consulting services provider LEAD Consult has partnered with additiv to meet the growing demand for wealth management services embedded into context relevant user-journeys. 

partnership, embedded finance, financial services, wealth management

Broadridge Financial Solutions acquires Alpha Omega

News | Payments General | 03 Aug 2021

Broadridge Financial Solutions, a financial technology company, has acquired Alpha Omega, a FIX-based post-trade solutions provider for the investment management industry.

acquisition, wealth management, banks, trade finance

Lloyds acquires Embark Group

News | Online & Mobile Banking | 29 Jul 2021

UK-based Lloyds has announced that it intends to acquire the Embark Group (Embark), a fast-growing investment and retirement platform business.

acquisition, wealth management, banks, financial services

SIMON raises USD 100 mln Series B

News | Online & Mobile Banking | 26 Jul 2021

Fintech SIMON Markets has closed the first leg of a strategic financing round of up to USD 100 million of growth capital.

fintech, investment, wealth management

Singapore's Syfe raises USD 30 mln in Series B

News | Online & Mobile Banking | 14 Jul 2021

Singapore-based Syfe, a digital wealth management company, has announced that it has closed a SGD 40 million (USD 30 million) Series B funding round.

personal finance management, wealth management, funding, digital banking

US Bank acquires PFM's asset management business

News | Online & Mobile Banking | 09 Jul 2021

US Bank has entered into a definitive agreement to purchase PFM Asset Management under its subsidiary, US Bancorp Asset Management. 

acquisition, investment, wealth management

Raisin brings Renault Bank's services to Netherlands

News | Online & Mobile Banking | 08 Jul 2021

The Renault Group automotive captive RCI Bank and Services and fintech Raisin DS have partnered to bring the bank’s retail banking offer to the Netherlands.

fintech, Raisin, partnership, banks, wealth management

Wealth management platform Hargreaves Lansdown selects Stripe

News | Online Payments | 28 Jun 2021

Hargreaves Lansdown, a UK-based digital wealth management platform, has selected Stripe as its primary payments partner.

partnership, Stripe, online payments, wealth management

Tellco partners with additiv to launch wealth management services

News | Payments General | 23 Jun 2021

Pension provision and wealth management services specialist Tellco has selected additiv’s Hybrid Wealth Manager solution to launch wealth management solutions.

partnership, product launch, wealth management, banking licence

ICBC and Goldman Sachs partner for wealth management joint venture

News | Online & Mobile Banking | 14 Jun 2021

The asset management subsidiaries of Industrial and Commercial Bank of China (ICBC) and Goldman Sachs have partnered for the establishment of a joint venture.

partnership, Goldman Sachs, risk management, wealth management, fintech

Standard Chartered, Franklin Templeton partner to launch Autumn

News | Online & Mobile Banking | 11 Jun 2021

Standard Chartered and Franklin Templeton have entered a partnership to launch Autumn, a wealth, health, and lifestyle solution platform in Singapore.

partnership, wealth management, financial services, fintech

Scalable Capital lands USD 180 mln from Tencent

News | Online & Mobile Banking | 11 Jun 2021

Digital wealth manager Scalable Capital has raised a series E funding round of USD 180 million led by China-based Tencent, according to AltFi.

investment, fintech, online banking, wealth management