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.
North Carolina based wealth management company raised $58m in Series C funding led by Navis Capital Partners.
New York based private markets investment platform raised $77m in new funding led by Tarsadia Investments.
San Francisco based AI powered estate settlement platform raised $20m in Series A funding led by Acrew Capital.
An order could help pave the way for big managers of private assets such as Apollo Global Management and Blackstone to access the vast...
JPMorgan plans to introduce substantial fees for fintech access to customer bank data, reshaping data-sharing economics as open banking...
Self-clearing brokerage infrastructure platform Alpaca has agreed to acquire London-based WealthKernel, as it plans to aggressively...
New York based digital wealth management platform Savvy Wealth raised $72M in Series B funding led by Industry Ventures.
Vestwell, led by founder Aaron Schumm, secured 401(k) services for 390,000 Amazon drivers. Backed by JPMorgan and Morgan Stanley,...
New York based financial planning platform raised $11m in Seed funding led by Viola Fintech.