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.
The firm brings together financial specialists with more than 200 years of collective experience.
The firm will incorporate Kestrl’s personal financial management tools into Be U by the end of the year.
Linqto’s COO Joe Endoso chats with FinTech Futures about the platform’s goals and ambitions.
The company says micro-investing is a good first step into the space, providing “investment on auto-pilot”.
The new funding has raised the company’s valuation to $100 million.
Ulrich Körner replaces Thomas Gottstein, who is leaving Credit Suisse after 23 years.
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Improve personalisation decisions across all channels and touchpoints, CX and achieve business goals.
The new funds will be used for product development and to fuel its global expansion plans.
Goal-based financial planning features will be made available to Rabobank’s customers.
Atram’s new digital wealth management platform will utilise additiv’s orchestration engine, DFS.
New Access is primarily active in Switzerland, Liechtenstein and Luxembourg.
Here’s our pick of five of the top news stories from the world of finance and tech this week.
The Series A will support the company’s expansion into 19 European markets.
Following the acquisition, SharingAlpha will be fully integrated into Tifin’s Magnifi platform.
Cover story: MAKING THE DREAM WORK – Helping Ukraine in a planet-friendly way.
Abbove says the partnership marks another step in the wealthtech’s private banking development strategy.
Moniflo says it aims to make investing “transparent, affordable, and for everyone”.
Join the judging panel for the Banking Tech Awards and be in great company of industry experts!
The company intends to expand throughout India and into the US and Middle East.
Finhay says it will use the money to scale its business and recruit new talent.
Five questions to build a cultural profile of your new workplace before taking the job.
The Series B round will support the start-up’s plans to launch an ethical neobank.
As well as the layoffs the wealthtech will be “laser-focused” on core businesses investing, banking and crypto.
The acquisition is “set to revolutionise both the wealth and mortgage technology markets”, the firms say.
The benefits of cloud-native solutions for managing core systems, data management and value creation.
The extension round is based on a post-money valuation uplift to €5 billion from €4.4 billion.
FinTech Futures speaks with Carefull co-founder Todd Rovak about financial management for older adults.
Cover story: THE WORLD BEYOND – Connecting through the metaverse.
Here’s our pick of five of the top news stories from the world of finance and tech this week.
WealthKernel will assist Alpher with its core investing infrastructure.
A handy round-up of the recent funding endeavours of fintech companies across the globe.
The deal is expected to close in the second half of 2022 pending regulatory approvals.
Enhancing KYC, AML, CFT and due diligence investigations for finance, banking and compliance sectors with digital intelligence.
Our weekly fintech round-up for you to get the latest funding news from around Europe.
Digital innovation is one of the key talking points at this year’s conference.
The appointment follows the company’s recent expansion into North America and APAC.
A deep dive into how Northern Ireland became a pioneer in the advances of fintech, regtech and ESG.
Global investment manager Franklin Resources and fintech-focused investment firm Motive Partners participated.
Many digital financial services lack a “human heart”. And that should be something that worries the industry.