SecuritEase snaps up Tiara Fintech Solutions to fuel UK expansion
The undisclosed deal includes Tiara, a CGT calculation engine and tax reporting system launched in 2021.
Wealth Management
News, intelligence and resources on the global fintech industry including topics such as wealth management.
AHAM Capital taps Temenos for Multifonds Global Accounting solution
AHAM Capital will utilise Temenos’ tech to modernise its fund accounting platform.
Jiko raises $29m Series C, announces new board additions and advisory committee
The funding follows a $40 million Series B led by Red River West in 2022.
First Abu Dhabi Bank taps Broadridge to build out securities finance business
The bank has selected Broadridge’s Securities Finance and Collateral Management solution.
ICYMI fintech funding round-up: Brighty, Just, Finny, Prosper, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
FinTech Futures: Top five news stories of the week – 13 December 2024
Our pick of the top fintech news stories this week includes Upbound, MoneyLion, Lunar and more.
Cybersecurity specialist Gen Digital acquires MoneyLion in $1bn deal
Gen says the acquisition is expected to close in the first half of its “fiscal year 2026”.
ICYMI fintech funding round-up: Sandbox Wealth, ThreatFabric, Centrapay, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
FinTech Futures: Top five news stories of the week – 6 December 2024
Our pick of the top fintech news stories this week includes Citi, Lumin Digital, TSB and more.
MUFG offers $664m to snap up Japanese robo-advisory firm WealthNavi
MUFG initially bought a 15% stake in WealthNavi earlier this year.
WealthKernel embeds savings accounts with Griffin’s BaaS platform
Griffin’s BaaS platform was first made available to UK fintechs in September.
Uptiq.AI acquires financial data integration fintech UpSwot for undisclosed sum
Uptiq.AI will now integrate UpSwot’s financial data gateway into its AI Workbench, which launched last month.
Standard Chartered exploring potential sale of wealth and retail banking units in Botswana, Uganda and Zambia
Standard Chartered says the potential sales will fund “incremental investment” in its wealth management business.
ICYMI fintech funding round-up: Habitto, Norbr, Tembo, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
November 2024: Top five fintech M&A deals of the month
FinTech Futures takes a look back at five of the top fintech M&A deals in November.
Lightyear secures direct FCA authorisation, set to relaunch in the UK
Lightyear says it plans to roll out “a number of new products” in the UK, including ISAs.
November 2024: Top five new launch stories of the month
FinTech Futures takes a look back at five of the top new launch stories in November.
US wealthtech Range lands $28m Series B funding round
The round, which was led by Cathay Innovation, brings Range’s total funding to date to $40 million.
Manzil Wealth introduces new halal wealth management platform in Canada
Manzil Wealth has acquired Canadian Islamic Wealth to support its new platform’s debut.
Close Brothers Asset Management goes live with Objectway’s portfolio management solution
Objectway says its tech will enable CBAM to “tailor and adapt services as client needs evolve”.
Robinhood snaps up custodial and portfolio management platform TradePMR in $300m deal
The purchase, involving a blend of cash and stock, is set to close in H1 2025.
French asset manager Amundi buys wealthtech Aixigo for €149m
Aixigo’s API-based wealth management platform and 150 team members will join Amundi Technology.
FinTech Futures: Top five news stories of the week – 15 November 2024
Our pick of the top fintech news stories this week includes Klarna, Ualá, Visa and more.
Marygold & Co UK selects Griffin to embed savings accounts into money management app
The app will launch for individuals and small businesses in the UK “later this year”.
Video: DailyPay at Money20/20 USA 2024 – The growing demand for earned wage access
FinTech Futures chats with Stacy Greiner, CEO of DailyPay, about the future of earned wage access.
FE fundinfo snaps up Matterhorn Reporting Services to boost AIFMD reporting capabilities
The deal is FE fundinfo’s third acquisition this year.
ICYMI fintech funding round-up: Brightwave, Mala, UnitPlus, Parachute, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
iCapital looks to boost data management capabilities with AltExchange acquisition
AltExchange leverages AI to enhance data aggregation and reporting for financial advisors and asset managers.
October 2024: Top five new launch stories of the month
FinTech Futures takes a look back at five of the top new launch stories in October.
AI co-pilot solution Reflexivity raises $30m Series B led by Greycroft and IBKR
The raise builds on a $10.5 million Series A closed by Reflexivity, then known as Toggle AI, in 2021.
Wealthsimple launches in-app travel eSIM powered by Gigs
The offering operates as part of Wealthsimple’s new lifestyle rewards programme.
Moneybox’s valuation climbs to £550m with new £70m investment
Moneybox says the investment will “mainly be facilitated through a secondary share sale”.
Charles Schwab to phase out Institutional Intelligent Portfolios platform in favour of iRebal solution
Schwab will no longer be opening new accounts on the platform from 15 November 2024.
Wealth management firm Farther quadruples valuation with $72m Series C
The round was co-led by CapitalG, the independent growth fund of Google’s parent company Alphabet.
FusionIQ hires Eric Noll as new CEO upon completion of “significant new fundraising round”
Erik Oros, Timothy Powers, and Scott Ganeles will join chairman Noll as FusionIQ’s new directors.
TreasurySpring names Tom Ryan as new global head of partnerships
Ryan’s role will include expanding TreasurySpring’s global presence across both the US and European markets.
ICYMI fintech funding round-up: Plumery, Concreit, Connected Data, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
FinTech Futures: Top five news stories of the week – 27 September 2024
Our pick of the top fintech news stories this week includes BNP Paribas, Visa, Solaris and more.
Wealthtech start-up for women Propelle launches in the UK
Propelle has secured over £1.2 million in pre-seed funding to date.
BNP Paribas to acquire HSBC’s private banking division in Germany
BNP Paribas anticipates the deal will boost its AUM to €40 billion.
