FinTech
Datalign Secures $9M to Transform Financial Advisory with AI Technology
Revolutionizing Wealth Management: Datalign's Innovative Approach to Personal Financial PlanningHighlights: Datalign raises $9 million to enhance its AI-driven financial advisory platform.The funding will be...
Banking
OneVest Raises $20 Million in Series B Funding
Wealth Management Platform Secures Investment to Enhance AI Capabilities and Expand Operations
Highlights:$20 million Series B funding led by Salesforce Ventures.
Expansion of AI...
FinTech
Revolut Expands into Private Banking: A New Era of Financial Services
Discover How Revolut is Shaping the Future of Private Banking with Innovative SolutionsHighlights: Revolut is entering the private banking sector, aiming to attract high-net-worth...
Banking
HSBC Reshapes Its Structure with New Leadership and Key Appointments
HSBC Restructures for Agility: HSBC is simplifying its organizational structure into four key businesses: International Wealth and Premier Banking (IWPB), Corporate and Institutional...
Banking
Standard Chartered Reshapes Strategy with Potential Business Sales
Standard Chartered is exploring the sale of its retail and wealth banking businesses in Botswana, Uganda, and Zambia.
This strategic move supports its...
Banking
Robinhood Acquires TradePMR to Expand Wealth Management Services
Robinhood has acquired TradePMR, a custodial and portfolio management platform for registered investment advisors, in a deal worth up to $300 million in...
Blogs
Insights on Wealth Management and Asset Protection Trends
Insights on Wealth Management and Asset Protection TrendsSuccess frequently comes with a significant drawback: it can make you a potential lawsuit target! This includes...
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