All stories tagged wealth-management on VentureGrill.
Personal finance platform Monarch has acquired digital banking fintech HMBradley, marking a strategic consolidation in the crowded wealth management software space.
Latin America’s largest bank has secured conditional approval for a US national bank charter, marking a strategic pivot toward capturing the high-net-worth segment in Miami.
Alternative investment platform CAIS has closed a $170 million Series D round, effectively doubling its valuation to $2 billion amid a push for fintech scale.