New York based investing and savings platform raised $146m in Series H funding led by Goodwater Capital.
California based provider of wealth management software for RIAs raised $230m in Series G funding led by Vitruvian Partners and WestCap.
Basic Capital offers a 401(k) and IRA platform with a unique financing strategy involving term financing, leverage, and private credit....
Robinhood agreed to acquire Canadian crypto firm WonderFi (TSX: WNDR) in a C$250m all-cash deal to get a foothold in the region. WonderFi...
eToro IPO valuation efforts are gathering pace as the trading platform begins its long-anticipated U.S. roadshow, aiming for a listing...
Through this collaboration, advisors at Savvy's RIA affiliate, Savvy Advisors, can now offer expanded support for business-owning clients...
Saban talked about “NIL” deals with Trump, telling the president how he believed the influx of money had damaged college sports. Saban...
New York City based digital wealth platform raised $30m in Series B funding led by Sageview Capital.
New York based copy-trading platform raised $30m in Series A funding led by Notable Capital.
State Street's asset-management arm held preliminary talks with Carlyle about a potential tie-up to create a product that would combine...
In response to financial strain and retention concerns increasing across the education workforce, PlanScope360™ announced a strategic...
Capital Group and KKR are set to launch new funds spanning private loans, corporate buyouts, and infrastructure and property deals in the...
Through this partnership, PrismHR will now offer flexible, cost-effective pooled retirement solutions and other savings benefits powered...
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...