Big names, new names
A global B2B Wealthtech Bambu took the wraps off their unique Wealth Management Predictive Planning solution for Microsoft Cloud. The predictive analytics of the new product will allow financial advisors and other financial service providers to suggest to their clients the best-tailored options in financial planning.
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Docupace, a technology leader in cloud Fintech software for document management, replenished its leadership resources by welcoming new execs and managers.
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Indian Wealthtech startup Finnovate received about $1 million in its pre-series A round. The funds will fuel the scaling of Finnovate’s wealth management offering and financial education platform.
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Skience, which fosters digital transformation with its offering for wealth managers, presented a three-tier platform for wealth management firms of all sizes. The company’s move aims to help developing wealth industry businesses gain access to top-class technology at a reasonable cost.
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Hedgehog, crypto-first portfolio management and trading app, scooped beyond its crowdfunding campaign's £1m target. To democratize real asset investment, the company offers easy access to assets to everyone. Good news for introverts: “approval is completed online, with no need to talk to humans.”
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Bigger picture
New insights into women’s financial health might help fine-tune Wealthtech services. Ellevest, women-led Wealthtech services provider, launched new index research, and the data released shows figures to think over.
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Jack Sharry of Financial Advisor magazine has spotted three financial advice trends that set the tone for the industry.
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