AgentSmyth will use LSEG Lipper’s global ETF and mutual fund coverage as the data backbone for Agent W, enabling advisors, CIOs, and...

Together, KPMG and CapIntel will support the setup, execution, and launch of transformational change programs and solutions, helping...

Sacramento based startup focused on turning 401(k) balances into retirement paychecks raised $19m in Series A funding led by Rebalance...

New York based AI platform for wealth management raised $35m in Series A funding led by Sequoia Capital.

New York City based AI-powered wealth management platform raised $60m in Series C funding led by Scale Venture Partners.

Gibraltar offers one of Europe’s most attractive, stable and forward-looking business environments, now boosted further by a landmark EU...

New York based financial automation platform raised $2.1m in pre Seed funding led by Grand Ventures.

The Backbone of Family Wealth: How Trusts Power Family Offices For high-net-worth families, long-term wealth preservation is about more...

France based wealth management platform raised €25m in Series B funding led by PayPal Ventures.

San Diego based platform for resolving tax debt and disability claims raised $21m in Seed funding led by Shine Capital and LGVP.

New York based developer of a Charles Schwab for private markets raised $52m in Series B funding led by Oak HC/FT.

The World Gold Council is seeking to launch a digital form of gold, a move that could revolutionise London’s $900b physical market for...

Charleston based financial advisor marketplace raised $9m in Seed funding led by Walkabout Ventures.  

New York based data orchestration platform for wealth management raised $18m in Series A funding led by Brewer Lane Ventures.

Turkey based investment platform raised $80m in Series B funding led by QED Investors.

Americans are contributing more to 401(k)s, yet early withdrawals are surging. Many use these funds for emergencies, aided by relaxed rules.