Zoe Financial partners with Betterment for Advisors to offer concessions for Zoe Network applicants in order to help advisors deliver greater financial advice.
SaaS banking platform, Mambu, closes Series E funding as one of the highest-valued B2B SaaS companies based in Europe, sustaining their APAC growth.
Singapore’s first satellite portfolios launched by Endowus feature 100% trailer fee rebates and diverse funds managed by first-rate managers.
Moneyfarm plans to deliver affordable advice and portfolio management to the young and underbanked population amid advice crisis in the UK.
UBS taps into the competitive US mass affluent market and launches a scalable digital wealth management service for high-net-worth clients.
InvestCloud could pursue an IPO to increase its valuation beyond $1 billion and reach the global market more competitively.
Aviso Wealth & Mako Fintech Partnership Brings Digital Onboarding To Canada – Wealth Tech Digest #76
✅ Partnership Between Aviso Wealth And Mako Fintech Brings Digital Onboarding To Canadian Advisors And Investors For today’s digest — Mako Fintech announced today it has been selected by Aviso Wealth. With this partnership, Mako will be the preferred digital onboarding solution for Aviso’s correspondent and institutional business.ACP is one of only a handful of […]
✅ Modern TAMP GeoWealth Lands $19 Million Series B Today’s digest is quite special because it comes from a snippet from Banking Tech Magazine’s November edition. When the epidemic hit, the banking industry was already in transition as nations went under lockdown and employees went home to a remote working model. Because of this, businesses […]
✅ Tiger Global Leads $25M Investment Into Swap, Which Aims To Be LatAm’s Fintech Factory For today’s digest, Swap, a São Paulo-based BaaS startup, announced today it has raised $25 million in a Series A led by Tiger Global Management. The financing was “heavily oversubscribed,” according to the company, which has now raised $28 million […]
✅ BlockBank Will Launch Its DeFi Application, Where Users Can Interact With An AI-Powered Robo Advisor For today’s digest, BlockBank is officially launching its all-encompassing financial application in Q4 of 2021. BlockBank is the platform disrupting mobile banking by blending it with decentralized finance (DeFi) and Artificial Intelligence (AI) technology, This is all because the […]