FNZ set to acquire German wealthtech provider Diamos
The acquisition will equip FNZ with additional wealth management product and service solutions.
Investment, Asset & Fund Management
US fintech Allvue names Dan Streetman as its new CEO
Streetman will be tasked with leading the company’s culture, strategy, operations and expansion plans.
Gen Z investors want more than crypto and meme stocks
The key thing missing from many banking and investment platforms is personalisation.
UBS, Wealthfront nix $1.4bn acquisition deal
Wealthfront CEO David Fortunato says the pair are “continuing to explore ways to work together”.
FinTech Futures: Top five stories of the week – 26 August 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
Alternative investment fintech iCapital to acquire UBS Fund Advisor
The deal includes the AlphaKeys Funds platform, which represents more than $7 billion in client assets.
ICYMI fintech funding round-up: Farther, BankiFi, Highbeam and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Former Wells Fargo, BoA private bankers launch wealth management firm Fidelis Capital
The firm brings together financial specialists with more than 200 years of collective experience.
New group CEO and comprehensive strategic review at Credit Suisse
Ulrich Körner replaces Thomas Gottstein, who is leaving Credit Suisse after 23 years.
Rabobank selects US fintech InvestCloud for financial planning tools
Goal-based financial planning features will be made available to Rabobank’s customers.
Wealthtech Tifin acquires SharingAlpha to boost international presence
Following the acquisition, SharingAlpha will be fully integrated into Tifin’s Magnifi platform.
What the FinTech? | S.3 Episode 10 | Making money work harder
In this episode of the podcast, we’re joined by Jay Swanston, chief platform officer at Moneybox.
Binance.US hires ex-PayPal exec Jasmine Lee as CFO as firm eyes IPO
Lee joins from micro-investing app Acorns, where she served as CFO and COO.
FinTech Futures: Top five stories of the week – 8 July 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
eToro and FinTech V call off proposed SPAC merger
Neither party will be required to pay the other a termination fee, as the decision was mutual.
Data platform SAS acquires financial risk management firm Kamakura
Together, SAS’ and Kamakura’s solutions “will prove far greater than the sum of its parts”.
Marygold acquires Tiger Financial & Asset Management for UK expansion
Tiger’s core business is managing clients’ financial wealth across a range of products.
Sustainability data platform ESG Book raises $35m Series B
The new capital will be used to scale the company and further develop ESG Book’s technology capabilities.
US fintech Wahed Invest to receive $50m in Series B funding
The Series B round will support the start-up’s plans to launch an ethical neobank.
What the FinTech? | S.3 Episode 8 | A hybrid approach to wealth management
In this episode of the podcast, we’re joined by Aaron Davis, director of product marketing at OneSpan.
FinTech Futures: Top five stories of the week – 27 May 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
iCapital expands its platform with Simon Markets acquisition
The deal is expected to close in the second half of 2022 pending regulatory approvals.
Finbourne Technology hires Robert Byrne as CTO
The appointment follows the company’s recent expansion into North America and APAC.
Blockchain fintech Oasis Pro lands $27m Series A
The company’s mission is “to bridge the world of traditional finance, blockchain and decentralised finance”.
Digital assets platform Elwood lands $70m Series A
The Series A cash will go towards expanding Elwood’s product offerings and global operations.
Wealthtech TIFIN doubles valuation with $109m Series D
Global investment manager Franklin Resources and fintech-focused investment firm Motive Partners participated.
Investment management platform FundGuard lands $40m Series B
The round saw participation from Citi, State Street, Blumberg Capital, LionBird Ventures and Team8 Capital.
ICYMI fintech funding round-up: Gotrade, lemon.markets, Unifimoney & Gaviti
Our weekly fintech round-up for you to get the latest funding news from around the world.
Charitable giving start-up Daffy on the growth of donor-advised funds
FinTech Futures speaks to Daffy’s Adam Nash and Lorie Lambert about streamlining donations.
FinTech Futures: Top five stories of the week – 1 April 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
ICYMI fintech funding round-up: Archie, Dapio, Finary, Jia Finance, & Zimpler
Our weekly fintech round-up for you to get the latest funding news from around the world.
Goldman Sachs snaps up retirement robo-advisor NextCapital
The transaction is expected to be completed in the second half of 2022.
FinTech Futures: Top five stories of the week – 25 March 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
Saphyre secures $18.5m in Series A from HCAP, J.P. Morgan and BNP Paribas
Saphyre’s AI-enabled platform is intended to improve pre- and post-trade data and processes.
London Stock Exchange Group sells BETA+ in $1.1bn deal
BETA, Maxit and Digital Investor (collectively known as BETA+) have been sold to Clearlake Capital and Motive Partners.
US fintech Acorns lands $300m investment to boost growth
The funding comes after the fintech abandoned its planned IPO in January.
Banking challenger and investing platform Finch set to launch in US
Finch boosts users’ credit score by reporting spending to US credit bureaus Equifax, Experian and TransUnion.
BNY Mellon first GSIB to integrate Chainalysis crypto compliance software
BNY Mellon is building a multi-asset digital custody and admin platform for traditional and digital assets.
Pipe acquires Purely Capital to move into media and entertainment financing
Pipe claims to be “the creator of the world’s first trading platform for recurring revenues”.
PrimaryBid lands $190m in SoftBank-led Series C investment round
The money will be used to expand across continental Europe and the US.
