| Date | Title | Description |
| 10.10.2025 | Farewell to Nutmeg and the first chapter of fintech’s story | When I read that J.P.Morgan will retire the Nutmeg brand later this year, it felt like the end of a chapter, not just for them, but for all of us who began this journey together. For more than a decade, Nutmeg and Moneyfarm were often spoke... |
| 11.09.2025 | 7 Strategies to Secure Your Family’s Finances | Providing a certain degree of financial security for your family means being able to cope with unexpected events such as unplanned expenses or a reduction in income, as well as ensuring a peaceful future for your children and giving every m... |
| 11.09.2025 | Tot raises €7M to accelerate the financial digitalization of Italian SMEs | Italian fintech platform Tot has closed a pre-Series A investment round of €7 million. The round was led by CDP Venture Capital, with participation from Azimut Group, The Techshop, X-Equity Venture Club, ClubDeal Digital, and early backer B... |
| 26.05.2025 | Should you let a roboadviser manage your finances? | Roboadvisers offer a low-cost, hands-off way to grow your investments. Here’s what to be aware of if you’re thinking of picking one.
So you’re thinking about starting your investing journey, but how do you choose where to put your money?
Of... |
| 26.03.2025 | Three of the top robo-advisers for Stocks and Shares ISAs | Robo-advisers are growing in popularity as a way for hands-off investors to have their portfolio managed at lower costs.
These financial robots are aimed at ISA and non-ISA investment customers, though not all robo-adviser firms offer a ful... |
| 02.10.2024 | Bridging the Gap: Gender Equity and Pensioner Hardship in the UK | In the UK, two pressing issues collide: gender equity in investment and the financial struggles of pensioners. Both highlight the widening chasms in society. One is a tale of ambition and potential; the other, a story of vulnerability and s... |
| 30.09.2024 | Growing Economic Disparities Leave UK Pensioners Facing Hardship | About a quarter of adults in the UK are pensioners, which means they are over the current state pension age of 66.
The income trends of this group of people have a big effect on the country’s general living standards. However, only a small ... |
| 17.04.2022 | What is a Pension Fund? Which Type Should You Choose? | 0 shares
Share
Tweet
Pin
LinkedIn
—TechRound does not endorse or recommend any financial investments or opportunities. All article and website content is purely informational—
A pension fund is a particular type of saving scheme which... |
| 11.03.2022 | What Is An ISA And How It Works | In modern times a lot of people decides to save their money while giving it the chance to grow.
This is possible thanks to some new types of savings account specifically designed to give people the opportunity to save in a tax efficient way... |
| 02.02.2022 | Moneyfarm turns to investment giant M&G for £44.1m Series D funding round | Wealthtech firm Moneyfarm says it has partnered with M&G to hold a Series D funding round worth £44.1 million.
Moneyfarm joins forces for M&G
Moneyfarm is an online investment advisor and digital wealth manager in Europe, regulated ... |
| 26.01.2022 | Moneyfarm raises £44 million | Digital wealth management company Moneyfarm Moneyfarm
Founded: 2011
Headquarters: London, UK
Total Funding: $127.27M
See full company profile "> has raised £44.1 million in a deal led by global investment company M&G. Moneyfarm’... |
| 03.11.2021 | Quilter announces £1bn net inflows as wealth management ahead of reorganisation | Quilter, a British wealth management company, has today announced robust third quarter results with net inflows of £1bn, ten times that of the same period last year.
Following the quarterly results for the three months ended 30 September 20... |
| 12.08.2021 | India’s Edelweiss Wealth Management raises $200m for pre-IPO fund | Private equity firm PAG-backed Edelweiss Wealth Management has raised ₹1,500 crore for the final close of the third series of its pre-initial public offering (IPO) fund Edelweiss Crossover Opportunities Fund and has launched the next series... |
| 12.08.2021 | Edelweiss Wealth Management planning to raise $1 bn via pre-IPo funds | Edelweiss Wealth Management (EWM) on Thursday said that it plans to raise $1 billion (Rs 7,500 crore) via its pre-IPO and late-stage Private Equity (PE) focused series of funds.
The Crossover strategy will involve the launch of a series of ... |
| 05.07.2021 | Brewin Dolphin : Local wealth management company raises over £4,000 for hospice | The team at wealth manager Brewin Dolphin's Bristol office were not going to let the national lockdowns deter them from raising funds for their chosen charity of the year, Dorothy House Hospice.
The team undertook two virtual challenges, on... |
| 25.06.2021 | Wealthtech: d1g1t, which Leverages Analytics and Risk Management Tools for Wealth Management, Secures CAD 16M | d1g1t Inc., the provider of an enterprise-grade wealth management solution powered by analytics and risk management tools, has finalized a new round of funding worth CAD 16 million (appr. $13 million).
d1g1t’s investment round was led by ex... |
| 16.06.2021 | Wealth management startup banks $150M Series F | Addepar has raised $150 million from D1 Capital Partners in a round that gives the company a pre-money valuation of $2 billion. The Mountain View, Calif.-based company is the developer of a wealth management platform that provides data aggr... |
| 04.05.2021 | Wealth management platform Nivesh raises $1.6m led by Indian Angel Network | Wealth management platform, Nivesh, on Tuesday said it has raised $1.6 million, led by Indian Angel Network (IAN) Fund. The round also saw participation from other angel investors including LV Angel Fund.
According to the company, the fresh... |
| 25.04.2021 | London’s Moneyfarm, a Wealth Management Fintech, Reveals Q1 2021 Saw Slow Return to Economic Normality | London-based Moneyfarm, a company providing wealth management services “designed around you,” notes that at the end of every quarter, their investors are provided a complete report outlining the performance of their portfolios.
Moneyfarm wr... |
| 23.03.2021 | PAG invests ₹2,366 crore in Edelweiss Wealth Management | Will work towards demerger, eventual listing of the business
Our Bureau
Edelweiss Group and PAG, on Tuesday, announced an investment of about ₹2,366 crore by PAG in Edelweiss Wealth Management (EWM).
“This partnership will result in unlocki... |
| 19.03.2021 | The top investment & wealth management firms to pay attention to in 2021 | The fintech industry is moving every year. Throughout 2019, fintech startups globally scooped up $US34.5 ($45) billion in funding.
But as more and more fintech companies pour into the space, it can be tough to sift through them and identify... |
| 16.12.2020 | Wealth Management Service Vestrata Closes $4 Million In Funding | Vestrata — a fintech company that provides integrated investment solutions — launched earlier this week and the company revealed it completed a US$4 million investment round
Vestrata — a fintech company that provides integrated investment s... |
| 25.11.2020 | Vivera Pharmaceuticals Announces $440 Million in Backing by JR Dallas Wealth Management | |
| 20.11.2020 | Wealth Management Platform Addepar Raises $117 Million | Addepar — a technology platform for wealth management — announced it has raised $117 million in Series E funding led by WestCap Group
Addepar — a technology platform for wealth management — announced it has raised $117 million in Series E f... |
| 16.10.2019 | Indexa Capital is the first profitable independent automated investment in Europe | On more than one occasion, Indexa has defined its success as a circle, where lower charges allow offering a greater return to its customers; that gives the company the chance to grow in volume and hence lower the charges even more. This whe... |
| 30.09.2019 | Moneyfarm raises £36m, launches wealth management partnership with Poste Italiane | Online investment advisor Moneyfarm has raised £36 million in a Series C funding round and says it’s set to launch “one of the largest digital wealth management partnerships in Europe”.
Moneyfarm expects its partnership to make waves
The Lo... |
| 30.09.2019 | Moneyfarm raises £36m Series C | Moneyfarm, the pioneering pan-European wealth manager, has raised a £36 million in its Series C funding round, as it launches what is set to be the largest API-based wealth management partnership in Europe.
Poste Italiane led the £36 millio... |
| 26.09.2019 | Wealth manager Moneyfarm raises £36m in funding round led by Poste Italiane | Digital wealth manager Moneyfarm has raised £36m in a series C funding round led by Poste Italiane, and has launched a strategic partnership with the Italian postal and financial services firm. |
| 26.09.2019 | Moneyfarm Raises £36M in Series C Funding | Moneyfarm, a Milan, Italy and London, UK-based digital wealth management company, raised £36M in Series C funding.
The round was led by Poste Italiane with participation from Allianz Asset Management.
The company intends to use the funds to... |
| 24.09.2019 | [Updated] Chinese wealth management firm HWAS Assets closes $20m Series C+ round | Premium
Editor’s Note: This article was updated on September 25 after HWAS Assets clarified that its Series C+ funding round and the strategic cooperation agreement with Affirma are two distinct, unlinked deals. A previous company statement... |
| 12.09.2019 | Wealth Management Solutions Company Realized Secures $6 Million | Technology-enabled platform Realized announced that it raised $6 million in Series A funding led by Calibrate Ventures and joined by Rice Park Capital
Realized — a technology-enabled platform that provides wealth management solutions for in... |
| 10.09.2019 | Austin Investment Property and Wealth Management Startup Raises $6M | Austin real estate investment and wealth management startup Realized has raised a $6 million Series A round, the company announced Tuesday.
The investment was led by Los Angeles-based Calibrate Ventures, and it included funding from Minneap... |
| 22.08.2019 | Tiger Global invests $15m in Indian wealth management startup INDwealth | Premium
Wealth management platform INDwealth, founded by Ashish Kashyap, the former chief executive of travel portal Ibibo, said on Thursday that it has raised $15 million in funding from US-based investment fund Tiger Global Management, on... |
| 22.08.2019 | Tiger Global invests $15mn in wealth management startup INDwealth | Tiger Global Management has invested $15 million in wealth management startup INDwealth, which was founded by former GoIbibo Group CEO Ashish Kashyap.
INDwealth plans to utilise the capital to build its technology, artificial intelligence a... |
| 16.04.2019 | Wealth management firm Kuvera secures $4.5 Mn Series A round from Eight Roads | Wealth management platform Kuvera that deals in mutual funds has raised $4.5 million in its Series A funding round led by Eight Roads, the proprietary investment arm of Fidelity International.
Previously, Kuvera had raised around $500,000 a... |
| 20.11.2018 | Wealth management platform d1g1t closes $9 million Series A | FinTech company d1g1t has closed its second round of Series A financing for its enterprise digital wealth management platform.
d1g1t said it has raised over $9 million in two private investment rounds led by Purpose Financial, which is head... |
| 20.11.2018 | Moneyfarm Acquires Vaamo to Enter German Market | Moneyfarm, a Milan, Italy and London, UK-based digital wealth manager, acquired Vaamo Finanz AG, a German digital wealth manager.
The amount of the deal, which is subject to regulatory approval by German supervisory authority BaFin, was not... |
| 23.06.2018 | Tech Innovations That Make Money Easier | Technological innovations continue to make our lives more convenient. Various systems and apps make managing money less time-consuming and saving money has become simpler than ever.
Let’s take a look at five tech innovations that make money... |
| 30.05.2018 | Digital Wealth Manager Moneyfarm Raises £40M | Moneyfarm Moneyfarm
Founded: 2011
Headquarters: London, UK
Total Funding: $127.27M
See full company profile "> announced that it has secured the largest funding round – £40M – by a European digital wealth manager to date. The round ... |
| 29.05.2018 | Online wealth manager Moneyfarm raises £40m in round led by Allianz as FCA scrutiny fails to deter investment in robo-advice | |
| 29.05.2018 | Fintech Startup Moneyfarm Raises €46M in New Funding | Moneyfarm, a Milan, Italy and London, UK-based fintech startup, raised €46M in new funding.
The round, which brings total funding to over €70m, was led by Allianz Asset Management, with participation from Endeavor Catalyst, and Fondazione d... |
| 29.05.2018 | Allianz leads £40m funding round in Moneyfarm | And on this Moneyfarm, they had some cash
Digital wealth manager Moneyfarm has got £40 million in a Series B funding round – meaning it has secured close to £60 million in capital so far.
Moneyfarm calls this the “largest funding round by a... |
| 29.05.2018 | Digital wealth manager MoneyFarm raises £40 million in Series B round led by Allianz | Allianz’s asset management unit, Allianz Asset Management, has increased its minority stake in UK-based money manager MoneyFarm by building on its initial investment from September 2016 and leading the startup's £40 million (€46 million) Se... |
| 08.11.2017 | India: Wealth management startup Fisdom raises $3.8m led by Quona Capital | Premium
Wealth management start-up Fisdom, which helps customers manage their mutual fund investments, has raised Rs25 crore in a Series B round led by Quona Capital, a specialist investor in financial technology companies, with participati... |
| 06.10.2017 | Fintech, Moneyfarm Acquihires Ernest | Moneyfarm, a Milan, Italy and London, UK-based digital wealth manager, acquired the technology behind Ernest, a personal finance chatbot.
The amount of the deal was not disclosed.
Led by Niall Bellabarba, co-founder, Ernest is a personal ba... |
| 06.10.2017 | Digital wealth manager Moneyfarm acquires tech behind fintech chatbot Ernest | Moneyfarm, the U.K.-headquartered “digital wealth manager,” has acquired the technology behind personal finance chatbot Ernest. Terms of the deal aren’t being disclosed, though I understand that, along with the tech, this is an acqui-hire o... |
| 05.10.2017 | Aviva is taking a majority stake in robo investment startup Wealthify | UK-based insurance giant Aviva has announced it’s buying a majority stake in robo investment startup, Wealthify.
The financial value and exact size of Aviva’s majority stake has not been disclosed but a spokesman told us: “It is a significa... |
| 08.06.2017 | Wealth management data startup Addepar raises $140 million | By Anna Irrera
3 Min Read
Addepar software that helps wealth managers to view information on their clients' assets that might be spread out across various accounts is seen in this undated handout screen grab. Courtesy of Addepar/Handout via... |
| 30.01.2017 | Startup di successo 2016, chi ha raccolto di più | L’universo delle startup italiane, cresce lentamente. Il Politecnico di Milano, inoltre, accerta come nel 2016 gli investimenti nel settore hi-tech abbiano avuto un incremento del 26%.
Il Politecnico di Milano accerta come nel 2016 gli inv... |
| 26.01.2017 | 33 of the UK’s Most Promising Tech Companies Join Upscale 2017 | This article was originally posted on the Tech City UK website.
Today we’re announcing 33 companies joining Upscale in 2017. The Upscale programme from Tech City UK will power some of the fastest growing UK tech companies on their scaling ... |
| 26.09.2016 | MoneyFarm Receives Strategic Investment from Allianz | MoneyFarm, a Milan and Cagliari, Italy- and London, UK-based online wealth management platform, received a strategic investment from German insurance company Allianz.
The amount of the deal was not disclosed. Previously, the company had rai... |
| 10.04.2016 | Fintech, the Surge of Robo-Advisors | Supported by the technology, a new form of wealth management advice has emerged in the latest years. By leveraging client information and algorithms, robo-advisors create and manage automated portfolio allocation and make investment recomme... |
| 09.11.2015 | MoneyFarm Raises €16M in Venture Capital Funding | MoneyFarm, a Milan, Italy and London, UK-based tech-driven investment advisory firm, raised €16m in venture capital funding.
Backers included Cabot Square Capital and United Ventures.
The company intends to use the funds to continue to scal... |
| 04.10.2014 | Are we in a fintech bubble? | The financial technology sector is not just hot, it’s smoking hot.
Last year global private fintech companies raised nearly $3 billion, that’s more than triple the $930 million invested into fintech companies in 2008. There’s some speculati... |
| 04.10.2014 | Are we in a fintech bubble? | We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - 28. Join AI and data leaders for insightful talks and exciting networking opportunities. Register today!
The financial technology sector is not just hot, ... |
| 29.01.2014 | India Infoline’s wealth management arm raises $118M realty fund, mandates Indiareit to manage | In what would be one of the first instance of a domestic private realty fund being managed by a third party investment firm, India Infoline Wealth Management Ltd (IIFL WML) has mandated realty investment firm Indiareit Fund Advisors (Indiar... |
| 30.11.2012 | MoneyFarm Raises €2,65M in Funding from Principia | MoneyFarm, a Milan, Italy-based online investment advisor, has raised €2,65m in funding from Principia SGR.
The company intends to use the funding to expand its its development efforts and grow in Italy.
Founded by CEO Paolo Galvani, Invest... |
| 30.09.2012 | Italians Take Up The Torch To Ignite Their Own Tech Startup Scene | Last year, Italy’s official statistics bureau, ISTAT, produced a report on the state of the Internet in Italy. It found that in world terms, Italy was below average in terms of Internet usage. The European average is 73 percent usage by pop... |
| - | Paytm’s Parent Invests $1.3 Mn In Wealth Management Unit Paytm Money | One97 Communications, which owns digital payments company Paytm, has invested $1.3 Mn (INR 9 Cr) in its wealth management unit Paytm Money, according to filings with the ministry of corporate affairs.
A TOI report further revealed that Payt... |
| - | Moneyfarm | “Discover investment solutions for a broad range of wealth goals, backed by our smart technology and the expertise of our dedicated consultants.” |
| - | Wealth Management Startup Kuvera Raises $4.5 Mn From Eight Roads | Bengaluru-based wealth management startup Kuvera has raised $4.5 Mn (INR 31.2 Cr) in Series A funding from UK-based venture capital company Eight Roads.
This investment by Eight Roads was made through its newly formed Fintech Strategic Inve... |
| - | Exclusive: Wealth Management Startup Kuvera Raises INR 36.7 Cr As Part Of Series B | Bengaluru-based wealth management startup Kuvera is raising INR 36.7 Cr in a new funding round led by Fidelity. As per the regulatory filings accessed by Inc42, the startup will be allotting Series B1 6,030 compulsory convertible preference... |
| - | Wealth Management Startup Orowealth Raises $1.6 Mn In Series A Funding | Mumbai-based direct mutual funds investment platform Orowealth has raised $1.6Mn in Series A Funding led by Powerhouse Ventures.
Others who participated in the funding round include Money Forward Inc, Social Capital, B Dash Ventures, Anand ... |
