
The global financial landscape reached a historic turning point as a massive two-point-nine trillion dollar milestone officially unseated a champion that held the top spot for centuries. While Switzerland was long synonymous with private banking and neutral sanctuary, recent data

The global financial landscape reached a historic turning point as a massive two-point-nine trillion dollar milestone officially unseated a champion that held the top spot for centuries. While Switzerland was long synonymous with private banking and neutral sanctuary, recent data

The American financial services landscape is currently witnessing a massive infusion of capital that is fundamentally altering how wealth management firms operate and engage with their clientele. This momentum signifies a broader shift toward a digital-first approach in an industry
Deeper Sections Await

Arta Finance has made a notable entrance into the wealth management scene with its AI-powered digital platform. Having initially launched in the U.S. in October 2023, the company quickly managed to accumulate hundreds of millions in assets and attract thousands

Investing can be a tumultuous journey, riddled with the highs and lows of market fluctuations. Traditional financial advisories often ease this ride by balancing risk and return, but they rarely dive into the psychological facets of investing. A groundbreaking study
Browse Different Divisions

Arta Finance has made a notable entrance into the wealth management scene with its AI-powered digital platform. Having initially launched in the U.S. in October 2023, the company quickly managed to accumulate hundreds of millions in assets and attract thousands

Perfios, a frontrunner in the B2B SaaS FinTech sector in India, has recently secured $80 million in a funding round led by Teachers’ Venture Growth (TVG), the venture and growth investment division of the Ontario Teachers’ Pension Plan. This substantial

A groundbreaking partnership between Assetera, a digital securities distribution platform, and Archax, a digital securities exchange, is set to revolutionize the landscape of tokenized assets in Europe. This collaboration aims to offer investors unprecedented access to tokenized money-market funds, starting

Achieving a significant milestone, Facet, a US-based investment advisory firm, has successfully raised $35 million in a recent funding round led by Multiplier Capital. Founded in 2016, Facet leverages a tech-driven platform to provide tailored financial advice, especially targeting individuals

Farther, a technology-centric financial advisory firm, has successfully closed an impressive $72 million Series C funding round, which it plans to use for expanding its advisor network and enhancing its cutting-edge wealth management platform. The funding, co-led by CapitalG—Alphabet’s independent

Investing can be a tumultuous journey, riddled with the highs and lows of market fluctuations. Traditional financial advisories often ease this ride by balancing risk and return, but they rarely dive into the psychological facets of investing. A groundbreaking study
Browse Different Divisions









Uncover What’s Next
B2BDaily uses cookies to personalize your experience on our website. By continuing to use this site, you agree to our Cookie Policy