Washington based mortgage calculator startup raised $4.1m in pre Seed funding led by Link Ventures.

The average age of homebuyers in the U.S. has risen by six years since July 2023 — another sign that younger Americans are being priced...

Luxembourg based fund operations platform raised €6m in Seed funding led by 3VC and MiddleGame Ventures.

On 30th October 2024, the Chancellor of the UK, Rachel Reeves announced a budget with over £40bn in tax rises (more than any budget in at...

New York based AI analytics platform for asset and wealth managers raised $30m in Series B funding led by Greycroft.

iCapital, a global fintech platform specializing in alternative investments, is looking to enhance its support for financial advisors and...

Your LinkedIn feed is full right now with people shouting about foreign income exclusion regimes…but Gib really is a great option. To cut...

According to the release, Coinbase already has millions of users with a debit card connected to their account. This new feature allows...

U.K. based digital wealth management platform raised £70m in new funding led by Apis Partners.

Benjamin Graham’s “The Intelligent Investor” emphasizes self-discipline over market mastery, urging investors to think independently. In...

New York based wealth advisory startup raised $72m in Series C funding led by CapitalG and Viewpoint Ventures.

The firm, best known for connecting consumers’ bank accounts to financial-technology companies, is now easing the transfer of investments...

Talk to 10 different wealth industry professionals about when you become super-rich (an ultra-high-net worth individual, or UHNW, in...

Wealth management firms are adopting AI for tailored advice, but the technology’s inability to understand human nuances limits its...

Boston based family investing platform raised $2.5m in Pre-Seed funding led by Serac Ventures.

New York based wealth management firm raised $72m in Series C funding led by CapitalG.