3/28/2025 12:36:05 PM RockFi raises €18m in Series A funding By Louden Richason Paris based private wealth management platform raised €18m in Series A funding led by Partech.
3/27/2025 3:29:17 PM Robinhood, moving beyond meme stocks, now wants to be your bank By Sarah Wolter Robinhood will roll out checking and savings accounts later this year to its paying “Gold” subscribers, but with a few twists. The Menlo...
3/21/2025 3:25:24 PM Nao raises €1m in Seed funding By Samantha Wulfson Berlin based wealthtech startup raised €1m in Seed funding led by BITKRAFT Ventures.
3/21/2025 2:24:42 PM Warren raises €3m in pre-Seed funding By Samantha Wulfson Belgium based financial wellness fintech raised €3m in pre-Seed funding led by Motive Ventures.
3/14/2025 1:27:00 PM Wealth managers dump investment trust shares By Louden Richason Mergers and acquisitions in the wealth management industry have resulted in a smaller group of large managers, who oversee such large...
3/13/2025 7:13:40 AM Trust & Will raises $25m in Series C funding By Kate Wang San Diego based estate planning platform raised $25m in Series C funding led by Moderne Ventures.
3/7/2025 2:40:18 PM Hongkongers seek $353b in loans to bet on city's red hot IPOs By Sarah Wolter The frenzy is causing first-day pops, creating headaches for investment banks and attracting scrutiny from regulators who worry that...
3/6/2025 10:08:59 PM Hongkongers Seek $353 Billion in Loans to Bet on City's Red Hot IPOs By Gareth Jones It’s enough money to buy Alibaba Group, or pay every resident of Hong Kong nearly $50,000. The figure - more than $353 billion -...
3/6/2025 2:26:41 PM The 401(k) has become America’s rainy-day fund By Sarah Wolter Some 4.8% of account holders took early withdrawals last year for reasons such as preventing foreclosure and paying medical bills. That...
3/6/2025 10:17:08 AM Trusts v Foundations - Factors to consider when deciding on either vehicle. By Raquel Moss Broadly speaking, in a private client situation where you’re looking at helping to structure an asset as part of a client’s overall...
3/5/2025 10:04:28 PM Flowdesk raises $41m in Series B funding By Cristobal de Atucha France based crypto market maker raised $41m in Series B funding led by HV Capital.
2/28/2025 2:24:52 AM Flanks raises €14m in new funding By Louden Richason Barcelona based wealth data platform raised €14m in new funding led by Motive Ventures.
2/27/2025 3:40:45 PM Stripe finalizes tender sale at a $91.5b valuation, says payment volumes grew to $1.4t in 2024 By Sarah Wolter Digital payments platform Stripe has yet to lay out plans to go public, but in the meantime the company has thrown past and present...
2/13/2025 3:17:01 PM Vestwell unveils new Emergency Savings Account (ESA) offering By Sarah Wolter Vestwell's ESA is an after-tax savings tool that earns interest, giving employees quick access to funds without penalties or...
2/13/2025 2:55:56 PM Era raises $6.2m in Seed funding By Cristobal de Atucha New York based AI-driven wealth management platform raised $6.2m in Seed funding led by MaC Venture Capital.
2/10/2025 2:11:07 PM The 401(k) has reached a tipping point in its takeover of American retirement By Sarah Wolter It took nearly 50 years, but half of private-sector workers are saving in 401(k)s for the first time. Policymakers have moved in recent...