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Wealth management
Tag: Wealth management
FNZ to acquire specialist wealthtech provider DIAMOS
Mark Dugdale
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September 12, 2022
0
SigFig hires chief product officer and director of digital wealth products
Mark Dugdale
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August 17, 2022
0
Chip enhances savings experience with TrueLayer Payments
Mark Dugdale
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July 6, 2022
0
Wealthtech TIFIN raises $109m to pursue continued growth
Mark Dugdale
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May 16, 2022
0
Avaloq goes live with first client in Taiwan
Mark Dugdale
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April 22, 2022
0
Wealthtech company Wealth Wizards strengthens executive team
Mark Dugdale
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February 22, 2022
0
Wealthtech FNZ raises massive private equity investment
Mark Dugdale
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February 14, 2022
0
Lloyds Banking Group to acquire Embark for £390m
Mark Dugdale
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August 3, 2021
0
JPMorgan Chase to acquire UK wealthtech Nutmeg
Mark Dugdale
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June 18, 2021
0
InvestCloud acquires Advicent and the NaviPlan platform
Mark Dugdale
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May 11, 2021
0
Ethic closes $29 million series B funding round
Mark Dugdale
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April 9, 2021
0
Purpose Financial welcomes Allianz X as shareholder
Mark Dugdale
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February 12, 2021
0
Chip records a 222% increase in total user savings for January
Mark Dugdale
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February 8, 2021
0
NEC to buy Avaloq for $2.2 billion
Mark Dugdale
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October 7, 2020
0
InvestSuite partners with Synechron
Mark Dugdale
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September 8, 2020
0
Digital wealth manager Scalable Capital raises €50 million
Mark Dugdale
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July 27, 2020
0
Lockdown has fired starting pistol in sprint to financial services digitisation
Mark Dugdale
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June 12, 2020
0
How investment platform automation is helping financial advisers in lockdown
Mark Dugdale
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May 7, 2020
0
Flagstone raises £12 million in funding
Mark Dugdale
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May 4, 2020
0
Flagstone adds new deposit taker to smart cash platform
Mark Dugdale
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March 27, 2020
0
Refinitiv acquires US wealthtech Scivantage
Mark Dugdale
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March 4, 2020
0
Morgan Stanley eyes $13 billion E-Trade acquisition
Mark Dugdale
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February 21, 2020
0