wealth management
Plenty’s new wealth-building app targets couples blending finances
Plenty takes a goals-based approach to investing with automated forecasting so that couples can plan for milestones they want to achieve together.
Forme Financial launches out of beta as Earned to help physicians manage wealth
Earned’s “proprietary wealth engine” combines a physician’s career journey with predictive technology to create data-driven financial recommendations.
Farther, a wealth tech firm, banks $15M Series A as valuation hits $50M
Farther provides two sets of tools, one for advisors to expand their businesses and one for clients to invest in ways that align with their goals.
a16z now wants to manage the money of the entrepreneurs it backs
Andreessen Horowitz’s recent hire of former Jordan Park Group Chief Investment Officer Michel Del Buono suggests the venture capital firm is getting into startup founder wealth management. The outfi
Jack Ma to give up control of fintech giant Ant Group: WSJ
China’s billionaire tech boss Jack Ma plans to cede control of Ant Group, the fintech powerhouse closely affiliated with Alibaba, the e-commerce giant he founded, The Wall Street Journal reporte
PINA offers wealth management for Indonesia’s growing middle- to upper-class
While many of Indonesia’s investment apps are focused on hooking first-time investors with low fees and starting deposits, PINA is targeting the middle-to-upper classes with wealth management servic
Fintech infrastructure startup Prime Trust raises $100M to add IRAs, crypto staking
There’s been a massive proliferation of fintech services in the past few years, during which fintech companies competed to develop new products more quickly than their competitors. Nowadays, the
Finary wants to reimagine private banking
French startup Finary has raised a $9 million Series A round (€8 million). The company has built a comprehensive aggregator so that wealthy individuals can get the full picture when it comes to trac
Lessons from a fintech founder: Solving for C by going B2B
Solving business problems means you can better avoid the other fintech founder traps.
Compound aims to be a one-stop shop for tech employees to manage their finances
Jordan Gonen and Jacob Schein had both worked in the tech industry for a few years when they realized they lacked a clear understanding of their own finances. Like many other tech employees, the two s
Months after its Series A, Singaporean robo-advisor Endowus add $35M SGD in new funding
Endowus is the latest investment app in Southeast Asia to raise follow-on funding, adding $35 million SGD (about $25.6 million US) to its war chest. The round was led by Prosus Ventures, the venture f
Notable, which makes RPA-based tools to speed up healthcare admin, raises $100M at a $600M valuation
Timing is everything in healthcare — yet too often diagnoses, treatments and procedures are held up by paperwork, administrative red tape between patients, clinicians, carers, bookkeepers, insur
Finary wants to create the wealth management dashboard for the next generation
Meet Finary, a new French startup that wants to change how you manage your savings, investments, mortgage, real estate assets and cryptocurrencies. The company lets you aggregate all your accounts acr
Jack Ma’s Ant called to end anti-competition in payments
The details for Ant’s overhaul have arrived. Ant Group, the fintech affiliate of Alibaba controlled by Jack Ma, will become a financial holding company that will bring more regulatory scrutiny over
End-to-end operators are the next generation of consumer business
These businesses are fundamentally reimagining their product experience by owning the entire value chain from end to end, thereby creating a step-functionally better experience for consumers.
Silicon Valley Bank just made an even bigger push into wealth management
SVB Financial Group agreed today to buy Boston Private Financial Holdings in Boston for $900 million in cash and stock. It’s a big deal for SVB, which has earned a reputation over its 37-year hi
Fintech VC keeps getting later, larger and more expensive
The venture capital market appears to be getting later, larger and more expensive. As a result, fintech — one of its hottest and most-funded sectors — is evolving in a similar manner. For late-sta
Here comes the next IPO wave
This is The TechCrunch Exchange, a newsletter that goes out on Saturdays, based on the column of the same name. You can sign up for the email here. Are you tired? I am. What a week. But, if you kept
Magnetis raises $11 million for its automated wealth management and brokerage service for Brazil
Magnetis, an automated wealth management solution for Brazilian investors, has raised $11 million in a new round of funding as it transforms itself into a full-service brokerage for the nation’s
Green shoots for software companies
Looking for good news despite all the market gloom