| Date | Title | Description | Source |
| 17.04.2022 | What is a Pension Fund? Which Type Should You Choose? | 0 shares
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—TechRound does not endorse or recommend any financial invest... | techround.... |
| 11.03.2022 | What Is An ISA And How It Works | In modern times a lot of people decides to save their money while giving it the chance to grow.
Thi... | finsmes.co... |
| 02.02.2022 | Moneyfarm turns to investment giant M&G for £44.1m Serie... | Wealthtech firm Moneyfarm says it has partnered with M&G to hold a Series D funding round worth ... | fintechfut... |
| 26.01.2022 | Moneyfarm raises £44 million | Digital wealth management company Moneyfarm Moneyfarm
Founded: 2011
Headquarters: London, UK
Tota... | coverager.... |
| 03.11.2021 | Quilter announces £1bn net inflows as wealth management ahea... | Quilter, a British wealth management company, has today announced robust third quarter results with ... | cityam.com... |
| 12.08.2021 | India’s Edelweiss Wealth Management raises $200m for pre-IPO... | Private equity firm PAG-backed Edelweiss Wealth Management has raised ₹1,500 crore for the final clo... | dealstreet... |
| 12.08.2021 | Edelweiss Wealth Management planning to raise $1 bn via pre-... | Edelweiss Wealth Management (EWM) on Thursday said that it plans to raise $1 billion (Rs 7,500 crore... | business-s... |
| 05.07.2021 | Brewin Dolphin : Local wealth management company raises over... | The team at wealth manager Brewin Dolphin's Bristol office were not going to let the national lockdo... | marketscre... |
| 25.06.2021 | Wealthtech: d1g1t, which Leverages Analytics and Risk Manage... | d1g1t Inc., the provider of an enterprise-grade wealth management solution powered by analytics and ... | crowdfundi... |
| 16.06.2021 | Wealth management startup banks $150M Series F | Addepar has raised $150 million from D1 Capital Partners in a round that gives the company a pre-mon... | pitchbook.... |
| 04.05.2021 | Wealth management platform Nivesh raises $1.6m led by Indian... | Wealth management platform, Nivesh, on Tuesday said it has raised $1.6 million, led by Indian Angel ... | dealstreet... |
| 25.04.2021 | London’s Moneyfarm, a Wealth Management Fintech, Reveals Q1 ... | London-based Moneyfarm, a company providing wealth management services “designed around you,” notes ... | crowdfundi... |
| 23.03.2021 | PAG invests ₹2,366 crore in Edelweiss Wealth Management | Will work towards demerger, eventual listing of the business
Our Bureau
Edelweiss Group and PAG, o... | thehindubu... |
| 19.03.2021 | The top investment & wealth management firms to pay atte... | The fintech industry is moving every year. Throughout 2019, fintech startups globally scooped up $US... | businessin... |
| 16.12.2020 | Wealth Management Service Vestrata Closes $4 Million In Fund... | Vestrata — a fintech company that provides integrated investment solutions — launched earlier this w... | pulse2.com... |
| 25.11.2020 | Vivera Pharmaceuticals Announces $440 Million in Backing by ... |
NEWPORT BEACH, Calif., Nov. 25, 2020 /PRNewswire/ -- Vivera Pharmaceuticals and Burkhan World toda... | prnewswire... |
| 20.11.2020 | Wealth Management Platform Addepar Raises $117 Million | Addepar — a technology platform for wealth management — announced it has raised $117 million in Seri... | pulse2.com... |
| 16.10.2019 | Indexa Capital is the first profitable independent automated... | On more than one occasion, Indexa has defined its success as a circle, where lower charges allow off... | startupsre... |
| 30.09.2019 | Moneyfarm raises £36m, launches wealth management partnershi... | Online investment advisor Moneyfarm has raised £36 million in a Series C funding round and says it’s... | fintechfut... |
| 30.09.2019 | Moneyfarm raises £36m Series C | Moneyfarm, the pioneering pan-European wealth manager, has raised a £36 million in its Series C fund... | uktech.new... |
| 26.09.2019 | Wealth manager Moneyfarm raises £36m in funding round led by... | Digital wealth manager Moneyfarm has raised £36m in a series C funding round led by Poste Italiane, ... | cityam.com... |
| 26.09.2019 | Wealth manager Moneyfarm raises £36m in funding round led by... | Digital wealth manager Moneyfarm has raised £36m in a series C funding round led by Poste Italiane, ... | cityam.com... |
| 26.09.2019 | Moneyfarm Raises £36M in Series C Funding | Moneyfarm, a Milan, Italy and London, UK-based digital wealth management company, raised £36M in Ser... | finsmes.co... |
| 24.09.2019 | [Updated] Chinese wealth management firm HWAS Assets closes ... | Premium
Editor’s Note: This article was updated on September 25 after HWAS Assets clarified that it... | dealstreet... |
| 12.09.2019 | Wealth Management Solutions Company Realized Secures $6 Mill... | Technology-enabled platform Realized announced that it raised $6 million in Series A funding led by ... | pulse2.com... |
| 10.09.2019 | Austin Investment Property and Wealth Management Startup Rai... | Austin real estate investment and wealth management startup Realized has raised a $6 million Series ... | bizjournal... |
| 22.08.2019 | Tiger Global invests $15m in Indian wealth management startu... | Premium
Wealth management platform INDwealth, founded by Ashish Kashyap, the former chief executive... | dealstreet... |
| 22.08.2019 | Tiger Global invests $15mn in wealth management startup INDw... | Tiger Global Management has invested $15 million in wealth management startup INDwealth, which was f... | moneycontr... |
| 16.04.2019 | Wealth management firm Kuvera secures $4.5 Mn Series A round... | Wealth management platform Kuvera that deals in mutual funds has raised $4.5 million in its Series A... | entrackr.c... |
| 20.11.2018 | Wealth management platform d1g1t closes $9 million Series A | FinTech company d1g1t has closed its second round of Series A financing for its enterprise digital w... | betakit.co... |
| 20.11.2018 | Moneyfarm Acquires Vaamo to Enter German Market | Moneyfarm, a Milan, Italy and London, UK-based digital wealth manager, acquired Vaamo Finanz AG, a G... | finsmes.co... |
| 23.06.2018 | Tech Innovations That Make Money Easier | Technological innovations continue to make our lives more convenient. Various systems and apps make ... | finsmes.co... |
| 30.05.2018 | Digital Wealth Manager Moneyfarm Raises £40M | Moneyfarm Moneyfarm
Founded: 2011
Headquarters: London, UK
Total Funding: $127.27M
See full comp... | coverager.... |
| 29.05.2018 | Allianz leads £40m funding round in Moneyfarm | And on this Moneyfarm, they had some cash
Digital wealth manager Moneyfarm has got £40 million in a... | fintechfut... |
| 29.05.2018 | Fintech Startup Moneyfarm Raises €46M in New Funding | Moneyfarm, a Milan, Italy and London, UK-based fintech startup, raised €46M in new funding.
The rou... | finsmes.co... |
| 29.05.2018 | Online wealth manager Moneyfarm raises £40m in round led by ... |
Digital wealth manager Moneyfarm has today grabbed £40m in a funding round led by the asset mana... | cityam.com... |
| 29.05.2018 | Digital wealth manager MoneyFarm raises £40 million in Serie... | Allianz’s asset management unit, Allianz Asset Management, has increased its minority stake in UK-ba... | tech.eu/br... |
| 08.11.2017 | India: Wealth management startup Fisdom raises $3.8m led by ... | Premium
Wealth management start-up Fisdom, which helps customers manage their mutual fund investmen... | dealstreet... |
| 06.10.2017 | Digital wealth manager Moneyfarm acquires tech behind fintec... | Moneyfarm, the U.K.-headquartered “digital wealth manager,” has acquired the technology behind perso... | techcrunch... |
| 06.10.2017 | Fintech, Moneyfarm Acquihires Ernest | Moneyfarm, a Milan, Italy and London, UK-based digital wealth manager, acquired the technology behin... | finsmes.co... |
| 05.10.2017 | Aviva is taking a majority stake in robo investment startup ... | UK-based insurance giant Aviva has announced it’s buying a majority stake in robo investment startup... | techcrunch... |
| 08.06.2017 | Wealth management data startup Addepar raises $140 million | By Anna Irrera
3 Min Read
Addepar software that helps wealth managers to view information on their... | reuters.co... |
| 30.01.2017 | Startup di successo 2016, chi ha raccolto di più | L’universo delle startup italiane, cresce lentamente. Il Politecnico di Milano, inoltre, accerta com... | startup-ne... |
| 26.01.2017 | 33 of the UK’s Most Promising Tech Companies Join Upscale 20... | This article was originally posted on the Tech City UK website.
Today we’re announcing 33 companies... | technation... |
| 26.09.2016 | MoneyFarm Receives Strategic Investment from Allianz | MoneyFarm, a Milan and Cagliari, Italy- and London, UK-based online wealth management platform, rece... | finsmes.co... |
| 10.04.2016 | Fintech, the Surge of Robo-Advisors | Supported by the technology, a new form of wealth management advice has emerged in the latest years.... | finsmes.co... |
| 09.11.2015 | MoneyFarm Raises €16M in Venture Capital Funding | MoneyFarm, a Milan, Italy and London, UK-based tech-driven investment advisory firm, raised €16m in ... | finsmes.co... |
| 04.10.2014 | Are we in a fintech bubble? | The financial technology sector is not just hot, it’s smoking hot.
Last year global private fintech... | venturebea... |
| 04.10.2014 | Are we in a fintech bubble? | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI an... | venturebea... |
| 29.01.2014 | India Infoline’s wealth management arm raises $118M realty f... | In what would be one of the first instance of a domestic private realty fund being managed by a thir... | vccircle.c... |
| 30.11.2012 | MoneyFarm Raises €2,65M in Funding from Principia | MoneyFarm, a Milan, Italy-based online investment advisor, has raised €2,65m in funding from Princip... | finsmes.co... |
| 30.09.2012 | Italians Take Up The Torch To Ignite Their Own Tech Startup ... | Last year, Italy’s official statistics bureau, ISTAT, produced a report on the state of the Internet... | techcrunch... |
| - | Paytm’s Parent Invests $1.3 Mn In Wealth Management Unit Pay... | One97 Communications, which owns digital payments company Paytm, has invested $1.3 Mn (INR 9 Cr) in ... | inc42.com/... |
| - | Wealth Management Startup Kuvera Raises $4.5 Mn From Eight R... | Bengaluru-based wealth management startup Kuvera has raised $4.5 Mn (INR 31.2 Cr) in Series A fundin... | inc42.com/... |
| - | Exclusive: Wealth Management Startup Kuvera Raises INR 36.7 ... | Bengaluru-based wealth management startup Kuvera is raising INR 36.7 Cr in a new funding round led b... | inc42.com/... |
| - | Wealth Management Startup Orowealth Raises $1.6 Mn In Series... | Mumbai-based direct mutual funds investment platform Orowealth has raised $1.6Mn in Series A Funding... | inc42.com/... |
