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Welcome to the news highlights of the last few weeks. Let’s get in sync with the WealthTech world.

What happened this week: Solidus Labs welcomes $45M, Thoma Bravo eyes Temenos, the UK government drops a new law to secure access to cash, neo banks and challenger banks harbor perspectives, and ComplyAdvantage enables real-time tracking of russian sanctions while AI-powered funds are unfolding into reality. Wow.
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Solidus Labs nets a $45 million B-round led by Liberty City Ventures. Meanwhile, crypto and DeFi adoption crosses record $200B. 

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In a digitized world, should there still be room for cash? New UK law will preserve the country’s cash withdrawal and deposit infrastructure, replacing EU-designed regulation with the UK-cut one.

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Thoma Bravo’s possible takeover of Temenos, the Swiss banking software provider, gets louder. A month ago the company was reported to place a bid on Twitter, rivaling Musk’s offer.

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With too many unicorns around, decacorns are taking over the headlines in Fintech. Learn more about the decacorn phenomenon and find out which ones are in the limelight now.

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The London-based ComplyAdvantage releases a real-time tracker for sanctions against russia as the UK capital is trying hard to wash off the “-grad” of its“Londongrad” title. 

Read the full article here.

Great WealthTech experience begins with great UI/UX.



The growth of neo banks and challenger banks is ramping up. See where it can take digital banking.

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AI-powered funds are already shaping up and could become a reality before long. As the pioneers are testing the ground of autonomous investing, asset managers are anticipating the benefits. 

Read the full article here.



Great WealthTech experience begins with great UI/UX.

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WealthTech Weekly May 27, 2022

WealthTech Weekly May 27, 2022

What happened: Klarna announced a 10% layoff due to market challenges, Saphyre added 38 new AI patents, Revolut Business launched a new suit for better team spending management, Fluid Attacks…

WealthTech Weekly May 20, 2022

WealthTech Weekly May 20, 2022

What happened: Mastercard blessed card owners with “smile to pay” payment option, Current kicked off a platform for embedding finserve solutions, Amount and LendIt Fintech research results highlighted tight competition…

WealthTech Weekly Apr 29, 2022

WealthTech Weekly Apr 29, 2022

Why has Apple acquired a UK Fintech, Tangany's and Udaan's funding rounds, Zopa hits profitability, and “Juice funds.”

WealthTech Weekly August 2, 2021

WealthTech Weekly August 2, 2021

iCapital receives $4 billion valuation after latest fundraising round. AdvisorEngine hires Raj Madan as Chief Information Officer. All-in-one software provider, Advyzon, announces A Series of integrations with BNY Mellon’s pershing.

WealthTech Weekly July 26, 2021

WealthTech Weekly July 26, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 19, 2021

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 12, 2021

WealthTech Weekly July 12, 2021

Douglas Elliman Introduces New Industry Leading Agent Portal Built on the INVENT Cloud-Native Platform. Advisor Group adds Kimmell from RBC to Head Business Development. AssetMark closes on the acquisition of Voyant. LifeYield connects…

WealthTech Weekly July 5, 2021

WealthTech Weekly July 5, 2021

Marstone announces close of $5 million series A funding. CircleBlack launches major upgrade to wealth management platform. Northern Trust launches alternative asset servicing digitization initiative. Kestra launches new division under ex-United Capital CIO.