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Latest Results from /wealth

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Piches invited for lang cat AdviceTech Catwalk event

Following a barnstorming inaugural AdviceTech Catwalk event in June 2024, which saw Zerokey scoop the Best In Show bragging rights after fighting it out with four other fantastic early-stage tech firms, the lang cat is doing it all over again.

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French WealthTech firm RockFi raises €18 million

Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management through its combination of seasoned advisors and cutting-edge technology, has announced a Series A funding round of €18 million, led by Partech, with renewed participation from Varsity and several business angels, including Arthur Waller and Félix Blossier, both co-founders of Pennylane.

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IA Engine welcomes seven new fintech firms to accelerator programme

The Investment Association’s (IA) FinTech hub and accelerator, IA Engine, has today announced the latest cohort of firms to join its Innovator and Advanced Access Programmes at its EmTech Global 2025 conference.

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EToro goes public on IPO filing

eToro Group Ltd (“eToro”) today announced that it has publicly filed a registration statement on Form F-1 with the U.S. Securities and Exchange Commission (“SEC”) relating to the proposed initial public offering of its Class A common shares.

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Users can now transfer their crypto to eToro

eToro, the trading and investing platform, announced today that users in the UK and Europe can now transfer cryptoassets held with other exchanges, brokers, or in other blockchain wallets to the eToro Crypto Wallet, where they can convert their holdings to cash, in order to trade and invest across multiple asset classes on eToro’s investment platform.

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Pimfa WealthTech and Morningstar invita applications for AI TechSprint

The rise of generative artificial intelligence (AI) presents immense opportunities for innovation and growth across the sector, but with this comes a myriad of challenges for financial advice, planning and wealth management firms in building, testing, and deploying reliable AI solutions.

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Upvest appoints former Investec & Starling exec as UK general manager

Upvest, Europe’s leading investment infrastructure provider, has announced the appointment of Starling Bank’s former Head of SME Banking, Symmie Swil, as UK General Manager, as the company embarks on an ambitious scale-up strategy across the region.

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Niiio finance group brand names swallowed by Etops

Switzerland-based Etops Group AG and Germany-based niiio finance group AG are both backed by private equity firm Pollen Street Capital.

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Ocotopus Money selects Aveni.ai for personalised financial advice

Aveni.ai, specialists in AI for Financial Services, has agreed a new partnership with Octopus Money - the money advice brand for everyone.

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Axyon AI and Allindex join forces on thematic investment forecasts

Axyon AI, a leading tech provider of Predictive AI-powered solutions for the investment management sector, announces its partnership with ALLINDEX, a FinTech company that specialises in creating indices and securities baskets in thematic topics by leveraging AI.

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Mintos appoints ex-N26 marketing director as new CMO

Mintos, the market-leading investment platform that enables people to earn regular passive income through diversified investments, is pleased to announce the appointment of Kertu-Liina Lehismäe as their latest addition to the senior leadership team.

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Profile Software unveils Digital Investment Hub

Profile, a leading international financial solutions provider, has announced the release of its innovative Digital Investment Hub (“DI.hub”) solution within Finuevo Digital, a next generation digital banking platform.