Latest Results from /wealth
/wealth
Zocks, an AI-driven client intelligence platform for financial advisors has raised $13.8 million in a Series A funding round led by Motive Ventures.
10 March 2025
US-based investment bank and global custodian BNY has agreed a deal with OpenAI, the creator of generative AI platform ChatGPT, to help with the development of the bank's proprietary AI platform Eliza.
27 February 2025
US asset manager Franklin Templeton has launched what it claims is the first fully tokenised investment fund domiciled in Luxembourg.
Barcelona-based wealth management platform Flanks has raised €14 million in an equity round led by Motive Ventures.
Asia could account for almost half of global fintech transactions by the end of the year as it continues to outpace other regions, according to recently published research.
25 February 2025
Monument Bank has partnered with Firenze, a fintech offering Lombard lending to wealth managers.
Ziglu, a UK-based cryptocurrency business that once commanded a $170 million price tag, has raised £5 million at a £45 million valuation.
18 February 2025
Israeli multi-asset investment platform eToro has confirmed a filing for an IPO on Wall Street.
13 February 2025
Pan-Nordic investment platform Nordnet temporarily shut down its services for four hours on Tuesday after customers reported being able to access other users accounts.
12 February 2025
Datalign, an AI platform matching people with financial advisors, has secured a $5 million investment from Link Ventures.
11 February 2025
Brava, a London-based startup, has gone live with a set-it-and-fogert-it stablecoin management system for streamlined yield generation.
03 February 2025
The world's first AI-powered securitisation platform, TeamSec, aims to transform the structured finance industry through a securitisation-as-a-service platform.
31 January 2025
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