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Altruist lifts valuation to $1.5 billion on $169 million fund raise

Altruist, the modern custodian built for RIAs, today announced a $169M Series E round of funding led by ICONIQ Growth with participation from new investor Granite Capital Management, and continued support from existing investors Adams Street Partners and Sound Ventures.

/wealth

Monument hits $2 billion in customer deposits

Monument (or the “Bank”) proudly announces a significant milestone in its journey: it has reached £2 billion in customer deposits and interest-bearing assets, with £1 billion raised in just four months, from January to April 2024.

/wealth

Franklin Templeton collaborates with Microsoft on personalised financial AI platform

Franklin Templeton is working with Microsoft to build an advanced financial AI platform marking a significant step toward transforming the financial services industry.

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Rimes appoints Mark Sedgwick to head up Manila office

Rimes, a leading provider of enterprise data management and investment management solutions to the global investment community, is pleased to announce the relocation of Mark Sedgwick, global head of the firm’s Data Management Office, to Manila, Philippines.

/wealth

WealthKernel opens up to GetGround clients

WealthKernel, a digital investment infrastructure provider, today announces a new partnership with GetGround, an all-in-one property platform for buy-to-let investors.

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Sidekick appoints Alessandra Farnum as alternative product lead

Sidekick, a wealth management platform for modern investors, has announced the appointment of Alessandra Farnum as its Alternatives Product Lead.

/wealth

IPipeline appoints Adam Boone as CFO

iPipeline, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the appointment of Adam Boone as Chief Financial Officer, who will lead the financial management activities for the growing global business.

/wealth

River Global picks Bloomberg to streamline front-to-back workflow

Bloomberg announced today that River Global, a UK-based investment manager with approximately £2.8bn in AUM (as of 31 March 2023), has selected an integrated suite of Bloomberg Solutions as its new tech-stack to support front-to-back office investment workflows.

/wealth

Fundpath secures £2 million investment

Fundpath, the critical data and business intelligence service for the wealth and asset management industry, today announced the completion of a further £2m funding round with its venture capital partner, Fuel Ventures (‘Fuel’).

/wealth

Allfunds hops on to Google Cloud

Allfunds, one of the leading B2B WealthTech platforms for the fund industry, today announced a partnership with Google Cloud to enhance its capabilities through cloud computing, advanced data and analytics and artificial intelligence.

/wealth

Cairo-based fintech Bokra raises $4.6m

Bokra, a Cairo-based fintech, announces the successful closure of its $4.6mn pre-seed round led by DisrupTech Ventures, and SS Capital alongside other investors, setting it to revolutionize wealth management in the MENA region by being the first platform to offer goal-based investment and saving products through asset backed securities.

/wealth

Kinsted Wealth signs with Objectway

Objectway, global Top100 FinTech provider of as-a-service software and services to banks, wealth and asset managers, has partnered with Kinsted Wealth, a Calgary (CAN) based independent wealth manager serving private individuals and institutional investors.

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