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Safety is a premium in today’s world. Geopolitical tensions in the Middle East have shown that security is fragile, and HNWIs have taken...
Arizona based estate planning platform raised $65m in Series B funding led by Charles Schwab.
Delhi based AI-led savings and wealth platform raised $12m in Series A funding led by Accel.
With the great wealth transfer projected to top $100t in coming years, firms are adding bells and whistles in a bid to keep assets when...
Germany based investment infrastructure firm raised $90m in new funding led by Sapphire Ventures and Tencent.
Survey finds many Gen Z investors feeling financially behind amid housing costs, debt, and weak job prospects are turning to speculative...
Female investors aren’t new, but their influence is accelerating. McKinsey finds women’s wealth grew 51% versus 43% globally since 2018...
Robinhood launched a publicly traded closed-end venture fund giving retail investors exposure to private companies like Databricks,...
New York based private markets infrastructure startup raised $8.1m in new funding led by F-Prime.
India based fixed income investment startup raised $25m in new funding led by Peak XV Partners.
What is possible today is just extraordinary. Remember the moment in The Matrix (March 1999) when Trinity uploads a new capability in...
Seattle based investing advisory marketplace raised $1.2m in new funding led by Rocketship and Visse Capital.
San Diego based wealth management payment workflow platform raised $10m in Seed funding led by Aquiline.
NYC based AI money manager raised $15m in pre-Seed funding led by Y-Combinator's Alumni Fund.
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Investors today are paying for safety. The record highs in gold and silver described in the below-linked BBC article reflect deep unease...
AgentSmyth will use LSEG Lipper’s global ETF and mutual fund coverage as the data backbone for Agent W, enabling advisors, CIOs, and...