California based provider of custodian software for RIAs raised $152m in Series F funding led by GIC. 

CapIntel and Richardson Wealth, a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) and one of Canada’s premier independent...

Marketers are increasingly deploying AI agents to generate personalised campaigns at scale. Brands like Prudential now entrust AI with...

Webull’s SPAC-driven surge crowned founder Anquan Wang with a $5.2B paper fortune—more than double Robinhood’s Vlad Tenev—despite ongoing...

As an advisor to global high-net-worth individuals, navigating the increasingly complex landscape of wealth management, taxation, and...

Paris based private wealth management platform raised €18m in Series A funding led by Partech.

Robinhood will roll out checking and savings accounts later this year to its paying “Gold” subscribers, but with a few twists. The Menlo...

Berlin based wealthtech startup raised €1m in Seed funding led by BITKRAFT Ventures.

Belgium based financial wellness fintech raised €3m in pre-Seed funding led by Motive Ventures.

Mergers and acquisitions in the wealth management industry have resulted in a smaller group of large managers, who oversee such large...

San Diego based estate planning platform raised $25m in Series C funding led by Moderne Ventures.

The frenzy is causing first-day pops, creating headaches for investment banks and attracting scrutiny from regulators who worry that...

It’s enough money to buy Alibaba Group, or pay every resident of Hong Kong nearly $50,000. The figure - more than $353 billion -...

Some 4.8% of account holders took early withdrawals last year for reasons such as preventing foreclosure and paying medical bills. That...

Broadly speaking, in a private client situation where you’re looking at helping to structure an asset as part of a client’s overall...

France based crypto market maker raised $41m in Series B funding led by HV Capital.