Tag : WealthTech

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth
Investments News Trading

Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth

Fintech News Desk
The acquisition of Tradesocio will extend Bambu’s digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion  Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai. This acquisition......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor
B2C Fintech Fintech Funding Investment Services News

Elinvar Successfully Signs €25 Million Funding Round With Toscafund as Lead Investor

Fintech News Desk
January 21, 2021 Berlin-based WealthTech PaaS Elinvar successfully signs €25 million funding round to scale its multi-tenant platform, connecting the wealth management ecosystem. The lead investor for the round is Toscafund Asset Management (subject to approval of the BaFin, the federal office for financial supervision). Existing shareholders Ampega Asset Management,......
Generali and the APICIL Group Acquire a Stake in IZNES
Business Fintech InsurTech News

Generali and the APICIL Group Acquire a Stake in IZNES

Fintech News Desk
Created in 2017 by a consortium of six management companies, IZNES is now backed by two new renowned investors: Generali and the APICIL Group, via its dedicated fund Insurtech Capital. They become respectively the first insurer and the first social protection group to enter IZNES capital. This strategic partnership accelerates......
InvestSuite
B2B Investments News

B2B Wealthtech InvestSuite Raises €3 Million

Fintech News Desk
InvestSuite, an international B2B WealthTech company, today announced that it has successfully completed a new funding round, raising €3 million. Read More: North Lane Expands Its Corporate Sustainability Commitment Through Its Carbon Reduction Initiative This brings the total raised to €9 million since inception in 2018. The existing, reference investor......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Business Fintech Investment Services News

First Rate Selects FinMason to Deliver Third-Party ESG Data

Fintech News Desk
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL......
PureFacts Financial Solutions Closes $20 Million Financing Round
Artificial Intelligence Fintech News

PureFacts Financial Solutions Closes $20 Million Financing Round

Fintech News Desk
PureFacts Financial Solutions, a leading global WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, is pleased to announce it has closed a CAD $20 million financing from Scotiabank and Round 13 Capital. Read More: GlobalFintechSeries Interview with Humayun Sheikh, CEO and Founder at Fetch.ai PureFacts has closed a......
GROUNDFLOOR Ranks No. 102 on Deloitte's 2020 Technology Fast 500™ List
Business Fintech

GROUNDFLOOR Ranks No. 102 on Deloitte’s 2020 Technology Fast 500™ List

Fintech News Desk
Wealthtech platform recognized as one of the fastest growing companies in North America GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, today announced it ranked No. 102 on Deloitte’s Technology Fast 500™, a ranking of the 500 fastest-growing technology companies in North America. This was the first......
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