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64 Results from /wealth, 2025

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Brazil's QI Tech hunts acquisitions after $63m raise

Brazilian financial infrastructure fintech QI Tech has raised $63 million in a Series B extension funding led by General Atlantic.

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No AI? No exit, says investment bank Artis Partners

Fintechs that fail to embed AI into their operating model will find it increasingly difficult to orchestrate an exit, according to investment bank and tech advisory firm Artis Partners.

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SS&C acquires funds network Calastone in $1bn deal

Investment funds processing network Calastone has been bought by US-based funds servicing firm and software vendor SS&C Technologies in a deal worth £776m ($1.03bn).

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Anthony Thomson to launch new global wealth bank

Anthony Thomson, the founder of Metro Bank and Atom Bank, is seeking to shake up the private banking market with the creation of a new international bank to serve family offices and ultra high-net-worth individuals.

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Lightyear eyes AI opportunity on $28 million fund raise

Investment firm Lightyear has closed a $23 million Series B funding round as it eyes opportunities to bring artificial intelligence to it platform.

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Monzo migrates investment accounts to Seccl

Monzo is to migrate its investment and pension product portfolio to Octopus-owned embedded investment platform Seccl.

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Anthropic unveils Claude for Financial Services

Anthropic, the AI startup backed by Amazon and Google, has launched a tool to help finance professionals analyse markets, conduct research, and make investment decisions with its Claude models.

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Computershare named as potential buyer for PrimaryBid

Australian stock transfer agency Computershare is reportedly one of a number of companies looking to acquire UK fintech PrimaryBid which was put up for sale earlier this year

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Survey suggests boom in banks' cloud adoption

The vast majority of financial services firms are accelerating their investment in cloud technology, suggests a recently released survey.

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Alternative investment platform iCapital raises $820m

Alternative investment platform iCapital has raised over $820 million at a valuation of more than $7.5 billion.

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US fintech Alpaca to acquire WealthKernel

US fintech Alpaca is to acquire the UK's WealthKernel, a provider of digital investment infrastructure and tax-advantaged products for businesses.

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Revolut launches stocks and shares ISAs and ETF investment options

Revolut has launched Stocks and Shares ISAs and UK-listed Exchange-Traded Funds (ETFs) as it expands investment options for customers in the UK.