Vanguard’s newly named chief executive Salim Ramji, the first outsider to lead the $9.3t asset manager, has big plans to extend its reach...

New York based couples financial planning app raised $5m in Seed funding from investors including Inovia Capital and Garage Capital.

New York based financial analysis automation company raised $18m in Series B funding led by Touring Capital.

Saudi Arabia based robo-advisory company raised $18m in Series A funding led by STV.

After locking down some big clients, CapIntel CEO James Rockwood offers insights into why the tech a firm uses can become the most...

Congratulations to the CapIntel team for being named finalists of the Samsung Canadian Tech Business of the Year for 2023. In its 6th...

London based financial wellbeing company raised $4.75m in Series A funding led by BlackLion Ventures.

San Francisco based private investment management company raised $10m in new funding from investors including Gopher Asset US, Intera...

New York based wealth management platform for financial advisors raised $14.5m in Series A funding led by Sequoia.