Tagged: wealthtech

August 27, 2026 @ 5:29 pm By Omar Faridi  |  

Vanguard has agreed to buy Altruist, an artificial-intelligence-focused wealth technology and custody firm that serves independent financial advisors. The companies announced a definitive agreement on August 26, 2026, framing the deal as a way to widen access to advice and strengthen the tools advisors use… Read More

August 16, 2026 @ 9:28 pm By Nick Morgan  |  

Tyrone Ross Jr. on Crypto’s Education Gap, the Trillion-Dollar IPO Problem, and Why Wealth Management Is Stuck The conversation around crypto assets has evolved dramatically over the past decade. What began as a debate over Bitcoin’s legitimacy has become a much broader discussion about financial… Read More

August 13, 2026 @ 12:24 am By Omar Faridi  |  

Two former executives from the mobile banking Fintech MoneyLion have secured more than $10 million in funding to launch Astraeus, an artificial intelligence-powered infrastructure platform aimed at wealth management companies. The New York-based startup seeks to solve longstanding issues of fragmented technology systems that hinder… Read More

July 14, 2026 @ 10:38 am By JD Alois  |  

Crowdcube’s new business of managing secondary transactions, specifically for employee tenders, will soon top £100 million in volume. This is Crowdcube’s third secondary transaction, in collaboration with the London Stock Exchange’s Private Securities Market under PISCES. Recently, Crowdcube managed Wayve secondary transactions, which totaled approximately $85 million…. Read More

July 1, 2026 @ 10:17 am By JD Alois  |  

LemFi has received approval to acquire Wealth8, a UK-based investment platform. Founded in 2021, LemFi begin its existence focusing on remittances but tis now expanding services to support credit, savings and with Wealth8 investing. LemFi has received the backing of well-known VCs like Highland Europe,… Read More

June 15, 2026 @ 7:58 am By Omar Faridi  |  

US-based fintech platform iCapital has significantly expanded its presence in Hong Kong, more than doubling its prime office space to capitalize on surging demand for wealth management services across Asia. According to an update recently shared by the SCMP, the company recently leased approximately 9,000… Read More

June 6, 2026 @ 1:19 am By Omar Faridi  |  

The latest installment of Capgemini’s World Wealth Report portrays a wealth management sector experiencing significant momentum from strong market conditions, while highlighting key areas where firms must evolve to meet sophisticated client expectations. This update draws on surveys involving high-net-worth individuals, executives, and frontline relationship… Read More

April 24, 2026 @ 1:58 am By Omar Faridi  |  

Family offices are increasingly embracing alternative investments as a core strategy for long-term portfolio resilience, according to insights shared by Eric Poirier, the chief executive of Wealthtech Addepar. In a recent discussion, Poirier pointed to data from his firm’s platform showing that alternative assets now… Read More

April 20, 2026 @ 9:30 am By JD Alois  |  

Prosper Savings Limited, a Wealthtech platform that serves high-net-worth individuals, is raising money on Crowdcube. Part of a broader funding round, launched 12 March 2026 and closing 30 April 2026, so far 221 investors have committed £343,680. The company is raising equity capital at a… Read More

January 28, 2026 @ 8:11 am By Tony Zerucha  |  

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from Illuminate Financial and all existing investors, including Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital…. Read More

January 26, 2026 @ 12:43 am By Omar Faridi  |  

JPMorgan Chase (NYSE:JPM) has completed the acquisition of WealthOS, a technology platform specializing in pensions and wealth management solutions. This deal underscores the banking provider’s ongoing commitment to enhancing its digital offerings in an increasingly competitive financial landscape. WealthOS, known for its cloud-based tools that… Read More

January 23, 2026 @ 9:52 am By JD Alois  |  

Pave Finance, a Wealthtech that supports investment advisors, is now integrated on Fidelity, one of the largest brokerages and RIA custodians. Pave is said to save advisors up to 18 hours per week through automation. Registered investment advisors (RIAs) will be now able to connect… Read More

December 9, 2025 @ 3:23 pm By Tony Zerucha  |  

According to the J.D. Power 2025 U.S. Wealth Management Digital Experience Study, both advised and do-it-yourself (DIY) wealth management websites and apps have doubled down on sleek interfaces, powerful portfolio analytics and AI-powered assistants that are helping investors get more visibility into what’s happening in… Read More

December 2, 2025 @ 9:12 am By JD Alois  |  

Pave Finance, a Wealthtech firm that provides automated investment advice, has integrated with Morningstar. Morningstar is a global financial services and research company best known for its independent investment research and ratings. According to a release, Pave will now be made available to over 150… Read More

November 22, 2025 @ 10:29 am By Omar Faridi  |  

Luma Financial Technologies, a platform for structured products, annuities, and life insurance solutions, announced an integration with BlackRock’s Aladdin Wealth platform. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform. Wealth… Read More

October 5, 2025 @ 4:04 pm By Omar Faridi  |  

Wealthfront, a Fintech that claims to be “different” catering to digital natives, has filed an S-1 registration statement with the Securities and Exchnage Commission. The company plans to trade on the Nasdaq under the ticker symbol “WLTH.” Wealthfront joins a growing group of Fintechs that… Read More

October 4, 2025 @ 5:48 pm By Omar Faridi  |  

Addepar, the tech and data platform serving investment professionals, announced the opening of its office in Geneva, marking its fourth dedicated presence across Europe and the Middle East markets and the latest step in the wealthtech company’s mission to connect the investment sector. This expansion… Read More

September 15, 2025 @ 10:30 pm By Omar Faridi  |  

In wealth management, where client expectations are becoming more demanding and market volatility is the norm, saving time has understandably become a priority. Financial firms, particularly in regions like EMEA, are under pressure to deliver personalized, real-time insights while navigating complex portfolios that span liquid… Read More

September 3, 2025 @ 10:07 am By JD Alois  |  

Pave Finance has raised $14 million in Seed financing in a funding round that was said to be oversubscribed. Pave, which just announced its commercial launch, is an artificial intelligence (AI) platform for personalized wealth management. The funding was said to come from former executive… Read More

July 22, 2025 @ 2:14 pm By Omar Faridi  |  

In today’s financial services sector, alternative investments—encompassing private equity, venture capital, and private debt—have surged past $15 trillion globally, representing a significant portion of wealth management portfolios. Addepar, a technology and data platform for investment professionals, is reportedly focused on addressing the challenges of managing… Read More