Finance & Insurance

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Fintuity raises USD3m in development funds

Fintuity raises USD3m in development funds

Fintuity, a UK digital Independent Financial Adviser (IFA) has raised over three million USD of private and institutional investment over the past year to further develop solutions to extend expert financial advice and support those looking to ensure that their financial portfolio is working for them during these difficult times.

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Broadridge acquires AdvisorStream

Broadridge acquires AdvisorStream

Broadridge Financial Solutions, Inc, a global fintech firm, has acquired AdvisorStream, a provider of digital engagement and marketing solutions for the global wealth and insurance industries. The acquisition expands Broadridge's front-to-back office wealth capabilities, positioning Broadridge to serve growth-oriented advisors and firms looking to attract and engage prospects and clients across key digital channels. 

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VZ Group backs Lumin Wealth

VZ Group backs Lumin Wealth

Lumin Wealth (Lumin) and Switzerland's VZ Group (VZ) have announced a tie-up which will facilitate the build out of Lumin’s UK financial advice and discretionary investment management services.