Tag ~wealth management

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Finary wants to create the wealth management dashboard for the next generation
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Flanks grabs additional capital to automate wealth services in Europe
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Who will the winners be in the future of fintech
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a16z now wants to manage the money of the entrepreneurs it backs
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Forme Financial launches out of beta as Earned to help physicians manage wealth
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Compound aims to be a onestopshop for tech employees to manage their finances
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Plentys new wealthbuilding app targets couples blending finances
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PINA offers wealth management for Indonesias growing middle to upperclass
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Finary wants to reimagine private banking
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Notable which makes RPAbased tools to speed up healthcare admin raises 100M at a 600M valuation
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Magnetis raises 11 million for its automated wealth management and brokerage service for Brazil
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Silicon Valley Bank just made an even bigger push into wealth management
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Farther a wealth tech firm banks 15M Series A as valuation hits 50M
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Lessons from a fintech founder: Solving for C by going B2B
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Fintech infrastructure startup Prime Trust raises 100M to add IRAs crypto staking
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Months after its Series A Singaporean roboadvisor Endowus add 35M SGD in new funding
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Green shoots for software companies
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Singaporean investment app Syfe pulls in 27M to hasten growth in Asia Pacific