Alpaca, a self-clearing API infrastructure for embedding stock, fixed income, and crypto trading, announced that they are acquiring...

iCapital announced that they have raised over $820mm in a funding round lead by T Rowe Price and SurgoCap Partners. Other noteable...

A large funding round from Savvy Wealth, the all-in-one RIA platform, was announced earlier this week. Savvy Wealth not only raised a...

Wealthfront, the pioneering robo‑advisor based in Palo Alto, has confidentially submitted a draft registration statement to the U.S....

On June 2, TP ICAP Acquired Neptune Networks to Build an Integrated Electronic Bond Trading and Data Business   TP ICAP, a major global...

The shift toward alternatives in wealth management is accelerating, and Fidelity’s latest move proves it’s not slowing down.    Last...

Another big funding round from the East for a digital advice/self-directed trading platform. Syfe raised a $53million Series C round lead...

German digital advice and investing platform Scalable Capital announced that it raised $177 million (€155 million) in a funding round led...

Boston, MA – June 3, 2025 – WealthTech Strategy Partners, the only investment bank solely focused on WealthTech, today announced the...

May 27, 2025 - WealthTech Strategy Partners, the only investment bank solely focused on WealthTech advisory, has announced the addition...