All articles by Swagath Bandhakavi
Swagath Bandhakavi
Shackleton Advisers expands UK footprint with Chetwood Group acquisition
This acquisition adds over £900m in assets, raising the London-based firm’s total to just over £8bn.
Savvy Wealth secures $72m in Series B funding led by Industry Ventures
Savvy targets high-net-worth clients with services including personalised investment management, estate planning, and tax preparation.
AdelFi Credit Union advances digital strategy with Alkami Digital Banking Platform
AdelFi delivers seamless retail and business banking experiences through Alkami’s feature-rich, data-driven digital banking solution.
State Street and UC Investments partner to enhance access to investment tools
The collaboration aims to utilise AI and advanced tech to expand access to diverse investment opportunities.
FPT and audax join forces to propel digital banking innovation in APAC and Middle East
The partnership aims to deliver advanced digital banking experiences and achieve $100m revenue in three years.
Four Points Federal Credit Union launches Mahalo’s digital banking platform
Dual launch of new digital banking platform and core system positions credit union for seamless, scalable member experience.
ZestyAI to expand risk analytics platform with $15m CIBC backing
This financial arrangement is designed to support ZestyAI’s strategic growth by increasing its financial flexibility and fortifying its balance sheet.
Greenwood CU partners with Scienaptic AI for enhanced credit access
The US-based financial institution adopted Scienaptic’s AI platform to streamline credit processes and personalise lending.
Citi Wealth partnering with Allfunds to enhance and expand mutual fund offerings for clients
Citi Wealth is targeting the launch of these services for Citi Private Bank in EMEA later this year.
Viridian Financial secures investment commitment from TA Associates
Based in Melbourne, Viridian Financial Group is engaged in providing wealth advisory services, investment solutions, and mortgage broking.