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Alto closes USD17m Series A funding round

Alto closes USD17m Series A funding round

Alto Solutions, a self-directed IRA platform aiming to make it easier for individuals to access and invest in alternative assets using their retirement funds, has closed a USD17 million Series A funding round led by Unusual Ventures, with additional participation from existing investors Moment Ventures, Acrew Capital, and Alpha Edison, and strategic investments from Carta, Coinbase Ventures, Franklin Templeton, New York Life Ventures, and Stone Ridge Holdings Group. 

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Advice from friends, family and colleagues plays biggest role in investment decision-making for accredited US investors

Advice from friends, family and colleagues plays biggest role in investment decision-making for accredited US investors

New analysis from Block Builders, a news and information platform publishing forecasts and investment news, has revealed that advice from friends, family and colleagues play the biggest role in investment decision-making among accredited US investors, with 24 per cent of such investors ranking such recommendations as their top priority.

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New Refinitiv report highlights rapidly changing expectations of self-directed and advisory clients

New Refinitiv report highlights rapidly changing expectations of self-directed and advisory clients

Refinitiv has released the findings of its Wealth Management report titled ‘The Gold Standard: The Race for Digital Differentiation’ – the second in a two-part series and examines how investors’ trading activities, data needs and digital expectations have changed and continue to evolve.