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SIMON Markets raised $100MM in its Series B funding round last July, valuing the firm at $800MM. iCapital itself raised a total of $490MM last year…
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When buying or selling stocks on the Shares app, users can use captions and GIFs to share their views on their investment. The activity feed lets…
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FNZ has been on an acquisition spree in the past year, with the acquisitions of: investment platform Hatch, German B2B bank Fondsdepot Bank, and…
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The Bain & Company report projects a $90 trillion increase in assets from all investors globally by 2030, with changes in business models
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Clearlake and Motive Partners have also formed a long-term strategic partnership with LSEG: BetaNXT (formerly BETA+) will provide LSEG with content…
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The deal consists of $70 million in cash and $50 million in NerdWallet Class A common stock, with On the Barrelhead integrating into NerdWallet’s…
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Cleo has raised $80MM in Series C funding at a $500MM valuation for their personal finance platform with over 4 million users.
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Schwab profited by moving cash to an affiliate bank, loaning the money, and keeping the difference between the loan interest it received and the cash…
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Delphia gets $60MM to collect your phone data and build a machine learning stock picking model for retail users
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Insurance broker Acrisure announced a $725 million round in Series B-2 Preferred Equity, funding an aggregator model with $3.5B+ of revenue
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The Robo Ranking was developed to provide granular analysis for the investment community of the products and services of robo-advice providers.
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Tifin, a platform of investor personalisation software for advisors and asset managers with retail clients, raises a large round in a difficult…
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