XFOLIO, a rising star in the enterprise wealthtech space, has secured a $2 million seed investment from Middle East Venture Partners (MEVP). The funding marks a significant milestone for the company as it looks to scale its operations and revolutionize how wealth management firms, banks, and advisors deliver digital investment experiences. Redefining Wealth Management for […]
Category: WealthTech
WealthTech
PowerUp Money Raises $7.1M to Redefine Wealthtech in India.
In a significant development for India’s growing fintech landscape, PowerUp Money, a wealthtech spin-off from credit card startup Uni Cards, has raised $7.1 million in a funding round led by Accel and Blume Ventures. Other notable investors include Utsav Somani’s iSeed, CRED’s Kunal Shah, and Groww’s Lalit Keshre, signaling strong confidence in PowerUp’s vision to […]
Bengaluru’s Stable Money Secures $20 Million in Series B Funding to Expand Wealthtech Innovation.
Bengaluru-based wealthtech startup Stable Money has successfully raised $20 million in a Series B funding round, reinforcing its position as a rising force in India’s rapidly evolving fintech sector. The round was led by Accel and saw participation from existing investors like Matrix Partners India and Lightspeed, signaling strong confidence in the company’s long-term vision. […]
Google Commits $500 Million to Overhaul Compliance After Shareholder Settlement.
In a landmark move, Google has announced it will invest $500 million to enhance its internal compliance and governance structures. This decision comes as part of a settlement agreement with shareholders following allegations of mishandled executive misconduct cases, marking one of the most significant compliance revamps in the tech industry. Why the Settlement? The controversy […]
Indian Startups Raise Over $240 Million in a Week; Farmley Leads the Charge.
India’s startup ecosystem witnessed a robust funding week, with startups raising over $240 million between May 12 and May 17, 2025, signaling renewed investor confidence and momentum in innovation-led ventures. Leading the funding charts this week is Farmley, a fast-growing D2C dry fruit and healthy snacking brand, which closed a significant round. Farmley Secures the […]
Tanin Sammanee of Comarch: Elevating WealthTech with Purpose-Built AI Solutions
In the fast-evolving world of financial technology, AI innovation is no longer a luxury—it’s a necessity. At the forefront of this transformation is Tanin Sammanee, Head of Product Management at Comarch, a global software house known for its powerful enterprise solutions. Sammanee is leading the charge in redefining WealthTech with AI tools that are not […]
Vanilla Secures Major Wealth Tech Partnership with $560B Mariner Wealth Advisors
In a significant move for the wealth tech industry, Vanilla, a rising estate planning platform, has announced a strategic partnership with Mariner Wealth Advisors, a leading wealth management firm overseeing $560 billion in assets. This collaboration is set to transform how estate planning is delivered at scale, bringing advanced tech-driven solutions to one of the […]
Are Wealth Firms Doing Enough to Support Women Investors?
In recent years, the financial services industry has made significant strides in promoting diversity and inclusion. However, when it comes to women investors, there are still significant gaps that wealth firms need to address. Despite growing awareness around the importance of gender diversity in finance, many wealth management firms have yet to provide the necessary […]
WealthTech Radar 2025: Key Trends
AI Financial Coaches – ChatGPT-like assistants offering tailored advice. Voice-Activated Investing – “Hey, Siri, rebalance my portfolio.” Decentralized Finance (DeFi) Integration – AI-managed crypto and tokenized assets. Regulatory AI – Automated compliance to prevent fraud and mis-selling. Challenges Ahead Over-reliance on algorithms – Black-box AI can make errors. Data privacy risks – Sensitive financial data must be secure. Regulatory hurdles – Governments struggle to keep pace with […]
How WealthTech is Democratizing Access to Financial Services
WealthTech—technology specifically designed to enhance wealth management—is transforming financial services, making them accessible to a wider audience than ever before. From robo-advisors to investment apps, WealthTech innovations are lowering barriers to entry, reducing costs, and creating new opportunities for those previously excluded from wealth-building tools. 1. Lowering the Cost of Financial Advice Traditional financial advice […]
