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Investment bank Teniz Capital ventures into fintech, stakes 49% in Tabys

Teniz Capital Brokerage Ltd, a subsidiary of Teniz Capital Investment Bank, has acquired a significant stake in fintech firm Tabys from the Astana International Exchange (AIX).

/wealth

Wealthyhood raises €3.6 million in new funding round

Wealthyhood announces a €3.6 million Seed round, led by Global Wealth Group as a strategic investor and joined by Genesis Ventures and a group of 20 leading angel investors from the UK, Greece, and Europe, including Dimitris Georgakopoulos and the Helidoni Group, Philippos Kourkoulos Latsis, Dimitris Tryfon and T-Life Capital, Alan Morgan, Thanasis Papangelis and Thanasis Misdanitis leading a group of angel investors.

/wealth

Oxford Risk unveils Investor Personas product

Oxford Risk, a leader in behavioural finance solutions, has unveiled its pioneering Investor Personas product, powered by its proprietary Behavioural Engagement Technology platform.

/wealth

EV provides financial advisors with tool to test the sustainability of clients’ retirement income

Financial services technology provider EV has enhanced the functionality within its EVPro end-to-end financial planning solution to help advisers meet the FCA’s expectations for avoiding foreseeable harm.

/wealth

FNZ secures $500 million in new capital funding

FNZ, the leading global end-to-end technology platform serving wealth and asset management businesses, today announces it has secured US$500 million in new equity funding.

/wealth

Speciality brokerage Cache announces two new leadership hires

Cache, a pioneering fintech company offering specialized products for managing large, concentrated stock positions for individuals and their advisors, today announces the appointment of seasoned executives Aaron White, CFP® as Head of Investor Solutions and Shang Chou, CQF as Head of Institutional Solutions. These strategic hires assume critical leadership roles at a time when Cache’s modern exchange funds are rapidly gaining wider adoption among advisors and investors.

/wealth

HSBC's Mark Glover joins Ortec Finance as head of wealth management

Ortec Finance, a global leader in personal financial planning technology, is deepening its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.

/wealth

Arta launches wealth management AI agents

Today Arta Finance, a global wealth platform, introduced Arta AI – a new way to engage with wealth, giving clients a suite of AI agents to analyze portfolios, explore investment ideas, and access financial insights on demand.

/wealth

Allfunds augments portfolio management tool with AI

Allfunds (AMS: ALLFG), the leading end-to-end WealthTech partner for the wealth and asset management industries with more than €1.5 trillion assets under administration across Mutual Funds, Alternative Assets and ETFs, today announces the launch of Nextportfolio 4, the latest version of its flagship portfolio management tool, strengthening Allfunds’ subscription business value proposition.

/wealth

Piches invited for lang cat AdviceTech Catwalk event

Following a barnstorming inaugural AdviceTech Catwalk event in June 2024, which saw Zerokey scoop the Best In Show bragging rights after fighting it out with four other fantastic early-stage tech firms, the lang cat is doing it all over again.

/wealth

French WealthTech firm RockFi raises €18 million

Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management through its combination of seasoned advisors and cutting-edge technology, has announced a Series A funding round of €18 million, led by Partech, with renewed participation from Varsity and several business angels, including Arthur Waller and Félix Blossier, both co-founders of Pennylane.

/wealth

IA Engine welcomes seven new fintech firms to accelerator programme

The Investment Association’s (IA) FinTech hub and accelerator, IA Engine, has today announced the latest cohort of firms to join its Innovator and Advanced Access Programmes at its EmTech Global 2025 conference.

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