Wealth Management & Trading

Discover how technology is transforming investing, wealth management, and trading. Fintech Review explores digital investment platforms, robo-advisors, trading apps, and innovations making asset management more accessible and efficient.

  • Jifiti CEO Highlights SMBs’ Struggle with Embedded Finance

    Jifiti CEO Highlights SMBs’ Struggle with Embedded Finance

    Jifiti Group‘s CEO Yaacov Martin recently highlighted the challenges small and medium businesses (SMBs) encounter accessing embedded lending products. His insights reveal the current state of embedded finance, particularly its limited reach to SMBs. Embedded finance, the integration of financial services within non-financial platforms or products, has grown in popularity. It offers smooth financial solutions…

  • WFE Calls for Tighter Rules on Digital Asset Tokenisation

    WFE Calls for Tighter Rules on Digital Asset Tokenisation

    The World Federation of Exchanges (WFE) recently called for stricter regulation of digital assets that mirror equities. This action primarily targets the burgeoning concept of tokenization or digital securities. According to WFE, these digital assets could replace their physical counterparts, posing a threat to the future of traditional exchanges. Tokenization converts asset rights into a…

  • Web3 Examines Impact of Rate Cuts on Cryptocurrency Flows

    Web3 Examines Impact of Rate Cuts on Cryptocurrency Flows

    Web3 recently discussed the effect of rate cuts and political pressures on cryptocurrency flows. The conversation highlighted two key factors shaping the cryptocurrency landscape, especially for Bitcoin: rate cuts and political pressures. Web3 identifies rate cuts as the first significant factor. These cuts weaken the dollar, driving more capital towards alternative investments. This shift is…

  • NVIDIA Shares Dip Despite Strong Quarterly Results

    NVIDIA Shares Dip Despite Strong Quarterly Results

    NVIDIA‘s (NASDAQ:NVDA) shares dipped in after-hours trading post the announcement of its quarterly results. Despite strong results, the dip happened due to anticipation of the earnings call. The company did not meet data centre revenue expectations, causing a slight dip in investor confidence, even though it exceeded expectations in other areas. Data centre revenue plays…

  • UK Banks to Invest £1.8bn in AI by 2030, Zopa Reports

    UK Banks to Invest £1.8bn in AI by 2030, Zopa Reports

    The UK financial sector, including Zopa, is ramping up its AI investment. A recent report suggests that by 2030, UK banks will have invested an impressive £1.8 billion into AI. This investment isn’t just about cost-cutting; it’s about staying competitive in the evolving tech landscape. AI is revolutionising the financial world, with fintechs leading the…

  • HSBC Boosts Fintech Presence with Dowsure Investment

    HSBC Boosts Fintech Presence with Dowsure Investment

    In a significant development, HSBC Holdings Plc (NYSE: HSBC) announced a substantial investment in Dowsure, a Chinese fintech firm. This investment, part of a Series C funding round, reaffirms HSBC’s dedication to the burgeoning fintech sector. Established in 2015, Dowsure specializes in cross-border e-commerce financing. The firm provides unique financial solutions to customers and businesses,…

  • OCBC Backs $1bn Digital US CP Programme with Blockchain Tech

    OCBC Backs $1bn Digital US CP Programme with Blockchain Tech

    In a groundbreaking decision, OCBC (SGX: O39), a prominent Singaporean bank, supports a US$1 billion digital US commercial paper (CP) programme. This venture uses blockchain technology, pushing the bank towards a future where distributed ledger technology (DLT) enhances operations. OCBC’s investment aims to boost the efficiency, transparency, and security of short-term financing instruments. This move…

  • US Venture Capital Secondary Market Hits $65bn in Q2 2025

    US Venture Capital Secondary Market Hits $65bn in Q2 2025

    The US venture capital secondary market is gaining traction. It’s becoming a vital liquidity tool in the challenging venture landscape. The market size shows significant growth, reaching an estimated $65 billion in Q2 2025. This is up from the $60 billion in the previous quarter. PitchBook, a leading data source for private and public equity…

  • Austrac Orders Binance to Undergo External Audit

    Austrac Orders Binance to Undergo External Audit

    The Australian Transaction Reports and Analysis Centre (Austrac) has taken a firm stance against Binance, the world’s largest cryptocurrency exchange. Austrac is now demanding an external audit of Binance’s Australian operations, a sign of increased scrutiny in the crypto industry. In light of potential money laundering concerns, Austrac is stepping up its monitoring of cryptocurrency…

  • Titan Review: Wealth Management for the Modern Investor

    Titan Review: Wealth Management for the Modern Investor

    Titan is a mobile-first app that lets users invest in curated portfolios of U.S. stocks, international stocks, and crypto

  • Republic Invests in Tokenization Firm Centrifuge

    Republic Invests in Tokenization Firm Centrifuge

    The leading online capital formation platform, Republic, recently invested in tokenization firm Centrifuge. This investment underscores Republic’s commitment to digital assets and tokenization. Republic Digital, a division of the larger Republic network, spearheads the company’s venture into the burgeoning field of digital assets. Increasingly, Republic’s operations involve digital assets. This trend signifies a strategic shift…

  • Binance Dominates with 39.8% Share in CEX Market in July 2025

    Binance Dominates with 39.8% Share in CEX Market in July 2025

    The Binance centralized cryptocurrency exchange (CEX) dominated the market in July 2025, commanding a 39.8% share. A recent report underscores the ongoing importance of the CEX market within the broader digital asset ecosystem. It reveals that centralized exchanges still handle billions in monthly trading volume, underlining their critical role in the industry. CEXs serve as…

  • Top Asset Firms Submit S-1 for XRP Spot ETFs

    Top Asset Firms Submit S-1 for XRP Spot ETFs

    On August 22, 2025, six leading asset management firms took a significant stride in the fintech industry. Bitwise, Canary Capital, CoinShares, Franklin Templeton, 21Shares, and WisdomTree filed updated S-1 registration statements with the U.S. Securities and Exchange Commission (SEC). They did this for their proposed XRP spot exchange-traded funds (ETFs). The filing of these registrations…

  • BitGo Report Reveals Hidden Scarcity of Bitcoin

    BitGo Report Reveals Hidden Scarcity of Bitcoin

    Bitcoin, often dubbed as digital gold, is famous for its fixed supply cap of 21 million coins. This cap, woven into its protocol to ensure scarcity, sets Bitcoin apart from traditional fiat currencies. However, a recent report from BitGo, a top-tier digital asset infrastructure, reveals an interesting fact. The actual number of bitcoins in circulation…

  • US Justice Department: Coding Cryptocurrency is Not a Crime

    US Justice Department: Coding Cryptocurrency is Not a Crime

    Marking a notable change in the cryptocurrency industry, the U.S. Department of Justice (DOJ) has clarified that writing code is not a crime. This announcement suggests a potential shift in the U.S. government’s enforcement approach in the digital currency sphere. Departing from its prior stance, the DOJ no longer treats cryptocurrency coding with suspicion. This…

  • FCA Slaps £46m Fines on Neil Woodford and WIM

    FCA Slaps £46m Fines on Neil Woodford and WIM

    In a recent development, the Financial Conduct Authority (FCA) has imposed nearly £46m worth of fines on both Neil Woodford and Woodford Investment Management (WIM). The penalties are due to their mishandling of the Woodford Equity Income Fund (WEIF). The FCA’s enforcement action comes after careful evaluation of the fund management practices of both parties.…

  • IP Strategy: The Success Key for Fintech Startups

    IP Strategy: The Success Key for Fintech Startups

    Entering the Fintech market poses a significant challenge for startups and investors. For each successful fintech startup, three others fail. This ratio is partially due to increased scrutiny from both state and federal governments. Fintech platforms, products, and services are under close observation, and varying regulatory approaches make this landscape complex. However, in this tough…

  • Tokenization Pioneers a Revolution in Digital Finance

    Tokenization Pioneers a Revolution in Digital Finance

    The world of digital assets is currently undergoing a significant transformation. Leading this change is Tokenization, a groundbreaking technological advancement. Today, it’s seen as a key driver for digital finance progress, even surpassing the influence of blockchain or distributed ledger technology (DLT). Tokenization is the process of converting physical assets into digital tokens on a…

  • Alpaca Unveils New Tools for Algorithmic Traders

    Alpaca Unveils New Tools for Algorithmic Traders

    Alpaca, a renowned API-first platform, recently launched innovative tools for algorithmic traders. These tools, focusing on stock, options, and crypto trading, represent a major advancement in fintech. For savvy traders, these new features could be a game-changer. The Direct Market Access (DMA) Gateway, a key new tool, provides direct access to market liquidity and real-time…

  • Midas Secures Record $80M in Series B Funding Round

    Midas Secures Record $80M in Series B Funding Round

    Midas, a Turkish investment platform, recently broke records by securing $80 million in its Series B funding round. This impressive feat brings the fintech firm’s total funds to over $140 million, marking the region’s largest fintech fundraising. Thanks to the new funding, Midas aims to expand its offerings and bolster its security infrastructure. These steps…