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Fintech challenged by market forces
While most adviser-facing fintechs were spared the pain felt across the wider technology landscape, not everyone escaped the year unscathed.
The latest in financial #AdviserTech — October 2022
DPL Financial Partners’ $20 million in additional capital, Ethic Investing’s $50 million Series C round, and the demise of UBS’ deal for Wealthfront are among the highlights of this month's roundup.
Ethic raises $50 million in Series C round
UBS participated in the funding round for the provider of direct indexing, which oversees more than $2 billion in assets.
