Managers of Wealth Fintech

Monument secures £40m fundraise

The challenger is reportedly already targeting £100m of new capital for its next raise

Endowus Inks Tie-Up Focused on Employee Ownership

The tie-up seeks to improve the shareholder experience of Endowus employees and other minority shareholders.

Six due-diligence must-haves: what to ask before partnering with a wealth management platform

It’s essential to know what to look for in a partner and what questions to ask to make informed choices that protect your clients and your business.

Qld family office buys local fintech; ex Clearview boss named chair

He’s since quietly built a portfolio which is worth more than $1 billion and employs circa 1500 people across a range of sectors.

Platform One partners with UK pension provider on white-label platform

Offering the full range of the provider’s pension products

Klarna swings back to a profit, plans Airbnb partnership rollout

The long-term CEO and founder of Klarna Sebastian Siemiatkowski said at the end of last year the firm would return to profitability by the end of 2023.

Crowdcube continues Europe expansion with acquisition of Semper

Crowdcube says market volatility means more founders and early employees in European startups are increasingly seeking liquidity from alternative means

Neovision launches digital wealth management offering for Gulf investors

Platform brings its expertise and access to an investment universe of over 35,000 securities and investment products together

Tandem Bank co-founders launch ‘Prosper’ with £3.2m, aiming to reshape wealth management

Backed by Tom Blomfield, Charles Delingpole, Matt Cooper and a host of other prominent investors

Chainlink Labs inks deal with Hong Kong's Arta TechFin

The cross-chain-enabled fund tokens help clients to stick with their native token community while generating fiat-based returns from TradFi markets via Arta platform.

Guernsey’s 2023 Véyaon Awards shortlist announced

Following a sold-out first year, the awards have moved to Beau Sejour, doubling in size.

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

This exclusive arrangement represents AssetMark's continued expansion into the bank trust channel, an integral part of the firm's growth strategy

Plaid and Adyen team-up to take US market share

The open banking and payments titans are looking to accelerate their growth in North America

Novata makes ESG data solution available to Series B investor Northern Trust

Northern Trust Whole Office facilitates client access to new technologies, services and solutions across the investment lifecycle.

SIX and Swiss National Bank launch pilot project to issue wholesale CBDCs in Switzerland

Switzerland, the world's leading location for financial innovation, is taking a significant step forward with the collaboration of financial players to develop the digital financial markets of the future.

Brazilian BaaS platform QI Tech raises $200 million

The company claims to have been profitable since its inception in 2018.

Innovate Finance celebrates LGBTQIA+ leaders with new powerlist

The Pride in Fintech Powerlist celebrates the positive impact members of the LGBTGIA+ community have made across the financial services sector

US fintech for older Americans, Charlie, secures $23m Series A

Since launch, the start-up claims to have acquired customers in all 50 states across the US, with plans to roll out “industry-first” fraud protections designed for the elderly.

When Two Vibrant Tech Sectors Collide: Open Source Software comes to Embedded Finance

It provides technology and services to entrepreneurial organisations who want to embed financial features into their product and services.

Endowus CEO: Technology is «Horribly Painful to Build»

Its strategy now will be mainly focused on further developing technology and expanding the dedicated team.

Innovation & Startups