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With technology advancing at an unprecedented pace, firms are moving away from traditional research and development approaches, opting...

Robinhood has announced its $300 million acquisition of TradePMR, a custodial and portfolio management platform for Registered Investment...

Axyon AI, the Italian wealthtech specializing in AI-driven solutions for asset managers, has secured an additional €2.1 million, closing a total €6 million funding round initiated in December 2023. This round saw participation from Green Sands Equity, Investment Opportunity 1, and various angel investors, marking a key milestone in Axyon AI’s expansion. Known for delivering alpha opportunities through AI-based rankings and advanced predictive models, Axyon AI equips asset man

Diesta, a London-based B2B SaaS company transforming payment operations in the insurance industry, has closed a $3.8 million Seed funding round. The round was led by FinTech Collective, with participation from Commerce Ventures and existing investors Restive Ventures and SixThirty. This funding follows a $2 million pre-seed round last year, reflecting strong momentum as Diesta scales its platform across the UK, Europe, and the US. The insurance sector, processing over $1.75 t

Sharing personal information with financial services can feel daunting, but it's a process designed with your security in mind. When...

The Founder's Arena 2024 WealthTech Combine offered valuable insights into leadership, innovation, and strategic investing . Here are...

Farther, a technology-bolstered advisory firm, announced it has raised $72 million USD in a Series C round, co-led by CapitalG (Alphabet’s growth fund) and Viewpoint Ventures. Other notable investors include Bessemer Venture Partners, Khosla Ventures, and Lightspeed Venture Partners. This funding boosts Farther’s valuation to $542 million as the company surpasses 5000 customers and $5 billion in assets under management, marking 5x year-over-year growth. Farther’s technology i

Hot on the heels of eToro’s Spaceship acquisition, Revolut has entered the race with a similar product launch. Europe’s most valuable fintech has expanded its €8.5 billion wealth offering by launching a standalone app, Revolut Invest, to capture the retail investor market by targeting new customers beyond the existing banking app.   Revolut’s goal of becoming a "truly global bank" puts pressure on other trading and investing platforms by expanding its wealth management and in

eToro announced last week that it has acquired Spaceship, an Australian investing app, in a deal worth up to $80 million AUD. This...

We are thrilled to announce that Alex Sion has joined Wealth Tech Strategy Partners as a Senior Advisor. With over two decades of...