robo-advisor

120 articles tagged with this keyword

/robo-advisor

ADGM-based AI robo asset manager FinaMaze launches in the UAE

FinaMaze announces the launch of its ground-breaking AI-powered Robo Asset Manager for the MENA region.

/wealth

Robo-advisor Wealthsimple hires European chief

Wealthsimple has appointed Caroline Murphree as the new CEO Europe.

/wealth

KBC taps Objectway for roboadvisory service

Objectway, a leader in the Digital Wealth & Asset Management software, and KBC Bank have announced, at the beginning of this year, the market launch of the new roboadvisory service, Matti from Bolero, supported by components of the Objectway WealthTech Suite.

/retail

Orix Credit and AdviceRobo collaborate on alternative credit scoring in Japan

ORIX Credit Corporation and Innovative Financial Risk Specialist AdviceRobo have announced that they have started to work together to explore the potential of innovative alternative credit scoring in ORIX card loan services.

/wealth

Aviva takes complete ownership of Wealthify

Wealthify is starting a new chapter as we embark on the next phase of our growth.

/wealth

Ant Financial and Vanguard to launch investment-advisory service for Chinese consumers

Ant Financial Services Group and Vanguard, the $5.9 trillion U.S.-based asset manager, are launching an investment-advisory service for Chinese consumers.

/wealth

Santander combines digital investments with face-to-face meetings

Santander UK today announces the launch of its Model Portfolio Service to complement its expanding Private Bank offering, following significant customer demand for the service.

/robo-advisor

WeInvest launches wealth tech platform

WeInvest, a Singapore-based digital wealth solutions provider today announced the launch of StratWealth, a platform providing algorithmically-generated customised investment solutions as well as sourcing or curating thematic trading baskets from global players.

/retail

Bank of the West partners OpenInvest on personalised investing

OpenInvest, the tech-enabled asset manager that enables customization, direct indexing and impact investing at scale, announced today that it will offer financial advisors at Bank of the West's BancWest Investment Services access to customizable values-based portfolio generation tools.

/robo-advisor

Bambu scoops $10 million Series B

Bambu, a Singapore-based leading global provider of digital wealth technology, today announced the closure of US$10 million in a Series B funding round.

/robo-advisor

StashAway raises USD$12 million in Series B funding

StashAway, a robo-advisor for both retail and accredited investors, has completed a USD$12 million (SGD$16.4 million) Series B round led by Eight Roads Ventures, the proprietary investment arm of Fidelity International. Asia Capital & Advisors, the private equity firm led by Francis Rozario and Aaron Rozario, also participated.

/security

Scalable Capital to integrate Futurae’s authentication suite to bolster security

Europe’s largest robo-advisor Scalable Capital and authentication innovator Futurae have announced a partnership to integrate Futurae’s multi-factor authentication portfolio with Scalable Capital’s investment platform.

/regulation

ADGM institutes governance regime for robo-advisors

The Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM) has today issued its regulatory framework for Digital Investment Managers (also known as ‘robo-advisors’), operating in ADGM.

/regulation

South Korea ushers in regulatory reforms to promote robo-advisory services

The FSC reformed the「Financial Investment Business Regulation」to promote robo-advisory services.

/retail

Halal robo-advisor Wahed goes global

Wahed Inc. (“Wahed”), the parent company of Wahed Invest LLC, the first halal robo advisor in the United States, today announces it is expanding its operations globally.

/robo-advisor

Investment platform for women Ellevest raises $33m

Ellevest, the digital investment platform built by women, for women, announced today that it closed a $33 million funding round, led by Rethink Impact and PSP Growth.

/startups

Sawanest digital investment hub goes live

Swanest, a robo-advisor that makes intelligent investing simple, announces that its smart, global investment hub is now live.

/retail

RBC takes robo-advisor service nationwide

Canadians who are sitting on the sidelines – unsure how to invest or what to invest in – today have a new digital investment advice service to help them build their financial futures: RBC InvestEase.

/robo-advisor

WeInvest sets sights on UAE

WeInvest, a Singapore-based digital wealth services and robo-advisory firm, announced today its expansion will be into the United Arab Emirates (UAE).

/startups

Robo advisory firm Sarwa first to emerge from DFSA sandbox

The Dubai Financial Services Authority (“DFSA”) is pleased to announce that robo-advisory firm, Sarwa, has become the first participant to graduate from its regulatory sandbox following nearly 12 months of testing.