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Sphinx has secured $7.1M in seed funding to expand its suite of AI-native agents designed to automate complex compliance tasks for financial institutions. The investment round was led by GGV Capital U.S. and included participation from several strategic investors and founders in the fintech space. Sphinx provides an agentic compliance workforce that integrates directly into existing firm infrastructures to handle manual reviews and data-intensive regulatory processes.  The co

Your guided tour of the interesting events in WealthTech for the week. Morningstar warns Robinhood's new venture fund a potential 'disaster' for investors Morningstar analyst Bryan Armour labeled Robinhood's new pre-IPO venture fund as a reckless move due to the firm's lack of investment management experience. Significance:  This critique highlights the growing tension between fintech disruptors attempting to democratize private equity and established research firms prioriti

Ortolani, A. (2026, February 13). Betterment Launches Pilot of RIA Referral Program. WealthManagement.com . https://www.wealthmanagement.com/ria-news/betterment-launches-pilot-of-ria-referral-program Betterment has launched the Betterment Advisor Network, a pilot referral program designed to connect retail clients with independent registered investment advisors on its custodial platform. The firm will charge participating RIAs an annual fee of 0.25% on the assets of clients r

Jump, a provider of artificial intelligence solutions for financial services, has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors such as Allianz Life Ventures and TIAA Ventures, alongside existing backers like Battery Ventures and Citi Ventures. This latest financing brings Jump’s total capital raised to $105 million, supporting its rapid growth from zero to 27,000 advisors in less than two years. The

Vestwell, who started out as a Workplace 401k provider, and since, has expanded, recently secured $385 million in Series E funding to expand the modern savings ecosystem. This investment round was led by Sixth Street Growth and Blue Owl Capital with participation from several major financial institutions including Morgan Stanley and Franklin Templeton. The company provides the underlying technology for a variety of savings programs such as 401k plans and ABLE accounts which a

Avantos, an AI layer for onboarding and servicing clients, recently completed a $25 million Series A funding round led by Bessemer Venture Partners, bringing its total capital raised to $35 million. The investment featured participation from major strategic partners including Vanguard, SEI, and The Guardian Life Insurance Company of America. This capital injection follows a $10 million seed round led by the MIT affiliated E14 Fund in 2024. The New York based company provides

Aviva Investors. (2026, February). Aviva Investors seeks to tokenise products with Ripple. https://www.avivainvestors.com/en-gb/about/company-news/2026/02/aviva-investors-seeks-to-tokenise-products-with-ripple Aviva Investors has announced a partnership with Ripple to explore the tokenization of its investment funds and financial products. The collaboration utilizes Ripple’s blockchain infrastructure to represent traditional assets as digital tokens on the XRP Ledger. This in

Burgess, R. (2025, February 14). Edward Jones Adds Cash Flow Optimization to Services . WealthManagement.com . https://www.wealthmanagement.com/smas/edward-jones-adds-cash-flow-optimization-to-services Edward Jones has introduced a new cash flow optimization tool designed to help clients manage their spending and saving more effectively. The feature is powered by Envestnet’s MoneyGuide technology to provide a comprehensive view of a client's financial health. Financial adviso

Stable Money, an Indian WealthTech startup that has built a self-directed fixed income platform, has secured $25 million in a pre-Series C funding round. Peak XV Partners led the investment with participation from existing backers including Z47, RTP Global, and Fundamentum Partnership. This latest capital infusion brings the total funding raised by the firm to $65 million and values the company at approximately $175 million. The platform allows retail investors to compare and

Uptiq has successfully secured $25 million in Series B funding to accelerate the deployment of its artificial intelligence platform for financial institutions. Curql led the investment round with participation from several strategic partners including Silverton Partners, 645 Ventures, and Broadridge. This new capital follows a previous $12 million round in October and brings the total equity funding to approximately $70 million. The company provides a proprietary orchestratio