1/4/2018 6:13:09 PM Wealthfront Raises $75 Million Led by Tiger Global Management By FinTech Collective California based robo advisor Wealthfront has raised $75 of growth equity capital in a round led by Tiger Global Management. The startup...
7/21/2017 5:59:44 PM Wealth Management Startup Betterment Gets $800 Million Valuation By Gareth Jones Swedish firm Kinnevik, who led Betterments prior round, re-upped their commitment in this $70M raise based on a doubling of AUM from $4B...
6/23/2017 3:25:54 PM Scalable Capital raises €30m Series B By FinTech Collective Munich and London based digital investment manager Scalable Capital has raised €30m in Series B funding led by BlackRock. Founded in 2014...
5/25/2017 4:39:55 PM StashAway raises $2.15m pre-Series A By FinTech Collective Singapore based digital financial advisor StashAway has raised $2.15m in pre-Series A funding led by Francis Rozario. Founded by Michele...
4/27/2017 1:26:40 PM Robo Services Focus on Plan Marketplace By FinTech Collective Aaron Schumm, CEO of portfolio company Vestwell, discusses how the $7 trillion of defined contribution retirement assets are underserved...
4/25/2017 8:58:46 PM Dave raises $3m Seed Round By FinTech Collective Los Angeles based robo-advisor Dave has raised $3m in Seed funding from undisclosed investors. Dave is a US-only app that predicts...
4/7/2017 2:36:03 PM It Looks Like JPMorgan Is Building a Robo Adviser By Gareth Jones But the bank would rather you call it an “automated” adviser and whilst Mr. Dimon didn’t say how much money the bank had devoted to...
2/3/2017 3:25:01 PM Yomoni receives $5.4m funding By FinTech Collective Paris based robo advisor startup Yomoni has gained $5.4m in venture funding from previous investors Credit Mutuel Arkea and Iena...
11/2/2016 2:42:42 PM Is Robo Advice the Best Advice? By FinTech Collective For financial advisors making the transition to compliance with new DOL fiduciary rules, robo advisory could be a compelling option. ...
2/4/2016 2:25:01 PM RBC partners with BlackRock's FutureAdvisor for robo-adviser pilot program By Gareth Jones RBC are piloting FutureAdvisor with their top advisers in the US. These advisers are interested to test the platform's ability to reach...
1/28/2016 3:11:47 AM A profile on UK based robo-adviser Nutmeg By Gareth Jones Nutmeg has raised $50 million in funding from investors including Sir Charles Dunstone, the Carphone Warehouse founder, Balderton Capital...
5/1/2015 8:48:32 PM Guest Post: Artificial Intelligence in Fintech By FinTech Collective Summary: The financial services industry has seen the buzz over artificial intelligence (AI) before, but will the result be different...
4/24/2015 8:36:28 PM Interactive Brokers buys Covestor By FinTech Collective Robo-advisor Covestor was acquired by Interactive Brokers for an undisclosed amount. Covestor had a subscriber base of over 50k in 2014...
2/27/2015 11:50:52 PM III - Envestnet gets into the robo business By FinTech Collective Envestnet has acquired a one year old startup named Upside, which provides registered investment advisers with online investment...
1/7/2015 5:02:53 AM Personal Capital Tops $1 Billion in Assets By Gareth Jones Personal Capital, the digital wealth manager, has crossed another milestone: one billion dollars in assets under management. This caps...
12/19/2014 6:19:46 PM UBS turns to artificial intelligence to advise clients By FinTech Collective UBS is tackling its big data problem and using some Silicon Valley tactics to do it. The Swiss bank launched a hackathon ("The Innovation...