4/2/2026 7:48:11 PM Bachatt raises $12m in Series A funding By Andreas Ioannou Delhi based AI-led savings and wealth platform raised $12m in Series A funding led by Accel.
12/12/2025 2:56:45 PM LSEG and AgentSmyth announce collaboration to bring LSEG Lipper data into AI-native wealth workflows By Louden Richason AgentSmyth will use LSEG Lipper’s global ETF and mutual fund coverage as the data backbone for Agent W, enabling advisors, CIOs, and...
11/26/2025 1:19:35 PM Range raises $60m in Series C funding By Andreas Ioannou New York City based AI-powered wealth management platform raised $60m in Series C funding led by Scale Venture Partners.
3/21/2025 3:25:24 PM Nao raises €1m in Seed funding By Samantha Wulfson Berlin based wealthtech startup raised €1m in Seed funding led by BITKRAFT Ventures.
3/21/2025 2:24:42 PM Warren raises €3m in pre-Seed funding By Samantha Wulfson Belgium based financial wellness fintech raised €3m in pre-Seed funding led by Motive Ventures.
2/28/2025 2:24:52 AM Flanks raises €14m in new funding By Louden Richason Barcelona based wealth data platform raised €14m in new funding led by Motive Ventures.
1/30/2025 8:23:21 PM Waterlily raises $7m in Seed funding By Louden Richason San Francisco based long-term care planning platform raised $7m in Seed funding led by Brewer Lane Ventures.
1/30/2025 2:04:27 PM OneVest raises $20m in Series B funding By Louden Richason Toronto based wealth management technology platform raised $20m in Series B funding led by Salesforce Ventures.
12/13/2024 2:14:51 PM Superform raises $3m in new funding By Samantha Wulfson Decentralized on-chain wealth app raised $3m in new funding led by VanEck Ventures.
12/12/2024 11:27:52 AM Nao raises €3.4m in new funding By Samantha Wulfson Berlin based wealthtech company raised €3.4m in Seed funding led by Zeitgeist X Ventures.
11/22/2024 3:09:53 AM QPLIX raises €25m in growth funding By Louden Richason Germany based asset management operating system raised €25m in growth funding led by Partech.
8/16/2023 2:24:15 PM Global wealth rises, inequality falls By Sarah Wolter According to UBS' 14th annual global wealth report just released, the amount of wealth in the world is set to rise substantially even as...
11/3/2022 9:55:53 PM Powerball Math: Winner Faces Inflation Dilemma on $1.5 Billion Payout By Gareth Jones As Americans flock to buy tickets for the next drawing, it’s a good idea to think about how you would manage that much cash in the...
12/10/2021 8:49:12 PM These Are the World’s Richest Families By Gareth Jones Bloomberg ranks the top 25 wealthest families globally and points out that scarcely a day goes by without a massive stock sale hitting...
7/1/2021 10:20:04 PM The ‘Great Reshuffling’ Is Shifting Wealth to the Exurbs By Gareth Jones Fascinating piece in the WSJ showing that white-collar workers are trading their expensive lives in the nation’s most densely populated...
2/19/2021 11:02:52 PM China Mulls Easing Capital Controls on Offshore Investments By Gareth Jones China is considering relaxing restrictions to allow its citizens to invest in securities outside its mainland in a bid to facilitate...