Wealthfront, a Palo Alto–based fintech, has filed with the Securities and Exchange Commission to go public. The 17-year-old firm manages...

Broadridge Financial Solutions has struck a strategic partnership and made a minority investment in WealthFeed, a cloud-based platform...

We believe TAMPs/OCIOs and their international equivalents (MPS, DFMs, MAs, etc) are the key players in bringing the democratization of...

Morningstar has announced its agreement to acquire the Center for Research in Security Prices (CRSP) from the University of Chicago for...

ZILO, a London-based provider of asset and wealth management software, has raised $27 million in a Series A2 funding round led by...

Finary, a Paris-based Personal Financial Management platform founded in 2021 by Mounir Laggoune and Julien Blancher, has raised €25...

Arch has secured $52 million in a Series B round to scale its private markets infrastructure tools. The funding will support product...

We are delighted to announce that Tangia Zheng has joined WealthTech Strategy Partners in a Fall Internship role to support our Deal...

We are excited to welcome Aidan Cartlidge to our Fall Internship Program with the Deal Execution Team at WealthTech Strategy Partners!   ...

We are delighted to announce that Ashton Yates has joined WealthTech Strategy Partners in a Fall Internship role supporting our Deal...