Wealthtech

German Investment Platform Moonfare Raised US$125 Million Series C

Moonfare, a German-based digital private equity investment platform for individual investors, announced that it has raised US$125 million in Series C funding, led by New York-based global private equity and venture capital firm Insight Partners. The company has raised US$185

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Wealthtech Firm TIFIN Closes US$47 Million Series C From JPMorgan, Broadridge

TIFIN, a fintech platform using AI for wealth and asset management, announced the successful closing of US$47 million in Series C funding. The firm closes its Series C round at a valuation of US$447 million, which is nearly five times

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Bitpanda Pro Appoints JPMorgan’s Exec Joshua Barraclough as CEO

Austrian digital investment platform Bitpanda announced that it has appointed Joshua Barraclough as the CEO of Bitpanda Pro, its digital asset exchange for professionals and businesses to trade. Josh joins Bitpanda from J.P. Morgan, where he held key positions such

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Die St.Galler Kantonalbank startet mit Open Wealth API

Als erste Schweizer Bank stellt die St.Galler Kantonalbank gemäss eigenen Angaben per sofort eine standardisierte Programmierschnittstelle (OpenWealth API) für ihre Depotbank-Services zur Verfügung. Die Programmierschnittstelle ermöglicht einen sicheren Austausch von Finanzdaten mit autorisierten externen Vermögensverwaltern (eVV). Eine gute Nachricht für

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Robo Advisor Betterment Earns Unicorn Badge With US$160 Million Series F

New York-based robo advisor Betterment announced that it has secured US$160 million during a Series F equity round, pushing the company’s valuation to nearly US$1.3 billion. The growth capital raised comprises a US$60 million equity round and a US$100 million

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European Funding Trends: Soaring Wealthtech and Insurtech Funding

In Q2 2021, European fintech companies raised a record of US$7.2 billion in venture capital (VC) funding, a 30% quarter on quarter (QoQ) surge driven by insurtech and wealthtech companies, according to new data from CB Insights. Among all fintech

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Switzerland Lags Behind in Adopting Robo-Advisors, Investment Tech

Swiss investors are lagging behind their European counterparts in embracing investment technology services. A new survey by Swiss banking technology provider Avaloq, which polled 1,430 investors across 10 countries in Europe and Asia, found that only 8% of Swiss respondents

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Raiffeisen Switzerland Issues CHF 165 Million Bail-in Bond on Valyo’s Platform

Raiffeisen Switzerland, a cooperative of cooperatives the union of all independent Swiss Raiffeisen banks, has issued a CHF 165 million bail-in bond on Valyo’s capital market platform. This is reportedly the first bail-in bond has been issued digitally in Switzerland. This

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Glarner Regionalbank setzt in der Vorsorge auf Descartes

Die Kundenberater der Glarner Regionalbank können ab sofort auf der Plattform Descartes Vorsorge, egal ob via Handy, Tablet oder stationärem Computer, gemeinsam mit dem Kunden innerhalb von fünf Minuten ein Vorsorgedepot eröffnen. Nach Eröffnung erhält der Kunde innert Sekunden alle

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Andy Waar als Advisor zum WealthTech Kaspar&

Das FinTech-Unternehmen Kaspar& kann Andy Waar, Co-founder und ehemaligen CMO der Schweizer Neo-Bank Yapeal, als neuen Advisor gewinnen. Das Spin-off der Universität St. Gallen (HSG) und Eidgenössischen Technischen Hochschule (ETH) baut damit seine Marketing- und Kommunikationsexpertise weiter aus. Konsequenter Ausbau

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