Latest Wealth management News: Finextra Research

FNZ to face $4.6 billion employee class action lawsuit

The High Court of New Zealand has set the first hearing in a $4.6 billion class action lawsuit brought by former employees against FNZ Group and 17 of its current and former directors.

20 November 2025

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Zopa launches investments

Zopa Bank is partnering with Upvest to provide wealth-generating opportunities for first-time investors.

20 November 2025

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Stratiphy returns to the crowd for funding boost

UK WealthTech Stratiphy has launched a crowdfunding campaign on Crowdcube at a valuation of £7 million.

19 November 2025

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FNZ secures second large cash injection

Wealth management platform FNZ has raised $650 million in new equity funding from its institutional shareholders, the second such cash injection that the firm has received this year.

12 November 2025

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IOSCO highlights risks of tokenisation

A report from the International Organization of Securities Commissions (IOSCO) has highlighted the challenges involved with the nascent tokenisation market including uneven efficiency gains for participants, legal uncertainty and inconsistent regulation.

11 November 2025

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Charles Schwab to buy private markets platform Forge for $660m

Wall Street broker Charles Schwab has splashed out $660m to acquire investment platform Forge Global in a sign of the growing interest in private investment markets.

11 November 2025

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EU foils €600m crypto scam

European authorities have arrested nine people in connection with a cryptocurrency money laundering network that defrauded victims of more than €600m

04 November 2025

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Wealthsimple raises C$750m at C$10bn valuation

Canada's Wealthsimple has raised C$750 million at a post-money valuation of C$10 billion in a funding round led Dragoneer Investment Group and GIC.

29 October 2025

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Anthropic beefs up Claude for Financial Services

Anthropic, the AI startup backed by Amazon and Google, has expanded Claude for Financial Services with an Excel ad-in and more connectors to real-time market data and portfolio analytics, including from LSEG.

28 October 2025

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