Amundi takes over robo-adviser Savity in digital push
Amundi Austria has acquired robo-adviser Savity, which provides access to professional asset management services to retail clients. Financial terms of…
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FNZ backs fintech Bondsmith in Series-A financing round
Wealth management platform FNZ has led Bondsmith’s Series A financing round as part of a broader partnership with the UK-based…
Indian fintech startup Progcap rakes in $40m in Series C extension
Indian fintech startup Progcap has secured $40m in funding as part of its Series C extension investment round. The funding…
MAI Capital Management expands Cleveland reach with Winfield deal
MAI Capital Management has expanded its financial planning and investment teams at its headquarters in Cleveland with the acquisition of…
Progeny to foray into international markets with The Fry Group deal
Multi-disciplinary professional services firm Progeny is set to foray into the international markets with its agreement to buy The Fry…
Guardian Capital picks 60% stake in Rae & Lipskie Investment Counsel
Guardian Capital Group has signed a deal to acquire a 60% majority interest in the Ontario-based private wealth manager Rae…
BofA backs alternative investment platform iCapital
Fintech platform iCapital has received an undisclosed strategic investment from Bank of America (BofA). The investment expands the firm’s partnership…
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Wealth Enhancement signs deal to buy $574m RIA with Iowa and Florida presence
Wealth Enhancement Group has agreed to acquire Hawkins Wealth Management, a $574m registered investment adviser (RIA) with offices in North…
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