New York based personalized investment platform for advisors raised $10m in Series A funding led by Portage.

Providence based wealthtech company Light Frame raised $1.7m in pre-seed funding led by ATX Venture Partners and New Stack Ventures.

New York based creator financial management platform raised $3m in new funding from ImpactX, Capitalize and Serac Ventures.

New York City based corporate card company raised $150m in growth funding led by Khosla Ventures and Founders Fund. 

Singapore based wealth management startup raised $35m in new funding led by Citi Ventures.

Israel based credit analytics and fixed income data provider raised $14m in growth funding led by BNY Mellon led.

Singapore based investment platform raised $30m in Series B funding led by Valar Ventures.

Digital investment platforms are quickly gaining traction, but industry players say regulatory clarity and greater education for users...

XP Inc. bought a majority stake in fintech Fliper, its second acquisition since listing on the stock exchange in December 2019. The...

India based B2B2C solution for the wealth management industry raised $2.6m in Seed funding.