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…
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…
FNZ has been on an acquisition spree in the past year, with the acquisitions of: investment platform Hatch, German B2B bank Fondsdepot Bank, and…
The Bain & Company report projects a $90 trillion increase in assets from all investors globally by 2030, with changes in business models
Clearlake and Motive Partners have also formed a long-term strategic partnership with LSEG: BetaNXT (formerly BETA+) will provide LSEG with content…
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…
Cleo has raised $80MM in Series C funding at a $500MM valuation for their personal finance platform with over 4 million users.
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…
Delphia gets $60MM to collect your phone data and build a machine learning stock picking model for retail users
Insurance broker Acrisure announced a $725 million round in Series B-2 Preferred Equity, funding an aggregator model with $3.5B+ of revenue
The Robo Ranking was developed to provide granular analysis for the investment community of the products and services of robo-advice providers.
Tifin, a platform of investor personalisation software for advisors and asset managers with retail clients, raises a large round in a difficult…