Indian fintech startup CRED has reached an agreement to buy mutual fund and stock investment platform Kuvera as part of an expansion into wealth management. The $6.4 billion Bengaluru-headquartered st
Alinea Invest, a fintech app offering AI-powered wealth management aimed at Gen Z women, has $3.4 million in seed funding ahead of the launch of a virtual AI assistant that will help users with their
Flanks gathers global wealth data under one API so that clients can have a complete view of their investment portfolio in real time and make more intelligent investment decisions.
Plenty takes a goals-based approach to investing with automated forecasting so that couples can plan for milestones they want to achieve together.
Earned’s “proprietary wealth engine” combines a physician’s career journey with predictive technology to create data-driven financial recommendations.
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.
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
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
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
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
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
Solving business problems means you can better avoid the other fintech founder traps.
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
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
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
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
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
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.
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
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
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