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29 results for "Investments"

Deals 20

EDX Markets Applies to OCC for National Trust Bank Charter

EDX Markets Holding Company, backed by Charles Schwab, Citadel Securities, Fidelity Digital Assets, and others, filed an application with the OCC for a de novo national trust bank charter for EDX Trust, National Association. The proposed Chicago-based trust bank would provide digital asset custody, asset management, and settlement services exclusively for institutional clients. The application was made public on April 1, 2026.

Apr 1, 2026

Upvest Secures €107.7M to Scale European Investment Infrastructure

Germany-based investment infrastructure provider Upvest raised €107.7 million in total financing, including a €77.5m equity round led by Sapphire Ventures and Tencent. Bessemer Venture Partners and BlackRock also participated. The funds will support European expansion and AI-driven investment solutions.

Mar 23, 2026

Nordea Bank Linked to Potential Acquisitions of Avanza and Nordnet

Nordea Bank is reportedly exploring acquisitions of digital banks Avanza and Nordnet as part of a fintech-driven M&A wave in the Nordic region. The move would help Nordea adopt digital technology and counter competition from fintechs like Lunar, Klarna, and Revolut. This reflects a broader 2026 trend of traditional banks acquiring digital-first competitors.

Mar 1, 2026

Bank of America Signs Multi-Year Deal with LSEG for Integrated Analytics

Bank of America entered a multi-year agreement with London Stock Exchange Group (LSEG) to integrate workflow, analytics, and risk intelligence tools. The deal includes LSEG Workspace and World-Check integration across Bank of America's platforms. This enhances client market insights and risk management capabilities.

Feb 1, 2026

Alpaca Raises $150M Series D for Embedded Investing Infrastructure

Alpaca, the API-first brokerage infrastructure provider, raised $150 million in a Series D round in January 2026. The company enables fintechs and non-financial brands to embed stock and crypto trading into their platforms. The round reflects continued investor appetite for embedded finance infrastructure amid strong fintech funding momentum entering 2026.

Jan 1, 2026

InvestiFi Partners with Thinkwise Credit Union for Embedded Investing

InvestiFi partnered with Thinkwise Credit Union to embed digital investing tools directly into the credit union's online and mobile banking platforms. The integration enables smaller financial institutions to offer investment services without building proprietary infrastructure. This partnership highlights the expansion of embedded finance beyond payments and lending into wealth management.

Dec 22, 2025

Kraken Raises $800M to Expand Regulated Multi-Asset Infrastructure

Kraken raised $800 million to expand its vertically integrated, regulated infrastructure stack bridging traditional and digital assets. The funding supports its multi-asset ecosystem including tokenised assets, positioning Kraken as infrastructure for fintech and institutional access to crypto.

Nov 21, 2025

Maybern Raises $50M Series B for AI-Driven Alternatives Infrastructure

Maybern secured a $50 million Series B to build AI-driven infrastructure modernizing back-office and middle-office processes in the $16 trillion alternatives market. The platform automates operational workflows for private fund managers and institutional investors.

Nov 21, 2025

Coinbase Acquires Crypto Derivatives Exchange Deribit for $2.9 Billion

Coinbase agreed to acquire Deribit, a leading crypto derivatives exchange, for $2.9 billion in a mix of cash and stock. The deal comprises $700 million in cash and 11 million Coinbase shares. This is one of the largest crypto-sector acquisitions and expands Coinbase's embedded crypto trading infrastructure.

May 1, 2025

BaaS Fintech BKN301 Closes €21.5M Series B Funding Round

BKN301, a global Banking-as-a-Service fintech, closed a €21.5 million Series B round in April 2025. New investors include CDP Venture Capital, Azimut Libera Impresa, SIMEST, and Alisei Forinvestments. The funds will support international expansion and enhancement of its proprietary BaaS Orchestrator platform.

Apr 21, 2025

Berlin-Based Upvest Raises €100M Series C for Investment APIs

Upvest, a Berlin-based investment API platform, raised €100M (~$104M) in a Series C round led by Hedosophia with participation from Sapphire Ventures. The funding will be used to double its 170-person team and scale its embedded investing platform. The round underscores strong investor appetite for API-driven financial infrastructure enabling banks and fintechs to embed investment products.

Dec 1, 2024

Capitolis Raises $20M from Citi, Morgan Stanley, State Street, and UBS

Capital markets fintech Capitolis raised $20M from a consortium of major banks including Citi, Morgan Stanley, State Street, and UBS. The investment highlights growing bank-fintech partnerships in capital markets infrastructure. Capitolis provides technology to optimize capital allocation for financial institutions.

Nov 25, 2024

Treasure Financial Integrates Embedded Yield API into Passport Cash Builder

Treasure Financial integrated its embedded yield API into the Passport Cash Builder product, enabling businesses to allocate excess cash to savings and investment options. The integration allows platforms to offer yield-generating features within their existing financial workflows. This highlights growing demand for embedded treasury and cash management solutions.

Aug 14, 2024

lemon.markets Raises €12M to Scale Brokerage-as-a-Service Platform

Berlin-based Brokerage-as-a-Service fintech lemon.markets secured €12 million in funding to expand its digital brokerage and custody infrastructure. The company aims to enable businesses to offer investment products and open 100 million brokerage accounts. The round follows the company's receipt of BaFin licenses for investment services including contract broking and custody.

Jul 11, 2024

TD Bank Launches Innovation Partners Unit for Tech Startups

TD Bank Group launched TD Innovation Partners (TDIP), a bespoke banking solution tailored for technology startups. The offering includes accounts, lending, investments, and wealth management services. While not explicitly branded as BaaS, it represents a major bank creating dedicated embedded banking infrastructure for the fintech and startup ecosystem.

Jun 18, 2024

HKMA Launches FiNETech Platform for Banks and Insurers to Adopt Fintech

The Hong Kong Monetary Authority launched FiNETech, a collaborative platform connecting approximately 100 banks, insurers, and technology firms to facilitate fintech adoption. The platform covers Wealthtech, Insurtech, Greentech, AI, and DLT, and includes access to the Fintech Supervisory Sandbox. This initiative formalizes a regulator-led framework for bank-fintech collaboration in Hong Kong.

Apr 26, 2024

Griffin Bank Obtains Full UK Banking License for BaaS Platform

Griffin Bank, a UK-based banking-as-a-service platform, obtained its full banking license in March 2024 after roughly one year of regulatory review. The license enables Griffin to offer fintech companies a full-stack solution for embedded banking, payments, and wealth solutions with automated compliance. This marks a significant milestone for the UK BaaS market.

Mar 10, 2024

WealthOS and Quai Digital Partner on White-Label Wealth Management Platform

Barclays-backed WealthOS became the strategic technology partner for Quai Digital's B2B white-label wealth management outsourcing platform. The partnership supports over 200,000 accounts and enables new products like digital pensions. This extends embedded finance into the wealth management vertical for banks and fintechs.

Feb 22, 2024

Mizuho Americas Makes Strategic Investment in Fintech Consortium DirectBooks

Mizuho Americas announced a strategic investment in DirectBooks, a fintech bank consortium focused on primary markets communications. The investment strengthens Mizuho's ties to fintech innovation in capital markets infrastructure. DirectBooks aims to modernize how banks and investors communicate during new bond issuances.

Jan 30, 2024

Sygnum Raises Over $40M for B2B Digital Asset Banking Platform

Sygnum, a digital asset banking group, raised over $40M in an oversubscribed strategic growth round led by Azimut Holding, reaching a $900M post-money valuation. The company operates a B2B platform enabling banks to offer digital asset services. The round reinforces institutional demand for regulated crypto-banking infrastructure.

Jan 25, 2024

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