Cache, a Canadian-based firm that allows investors to swap large equity positions for diversified portfolios, announced that it raised...

Last week, we looked at how and who in WealthTech is rushing to launch functionality around alternatives. Today, we took a step back to...

Objectway, a global end-to-end WealthTech platform based in Italy, has sold a majority stake to private equity firm Cinven. This is...

Uptiq, an AI-enabled lending platform for the wealth management channel with an emphasis in Securities Based Lending, announced that it...

GeoWealth, the Chicago-based Turnkey Asset Management Program provider, announced that it has received a $38 million investment from...

At the start of the year, Larry Fink published his annual letter, “The Democratization of Investing.” In it, he didn’t just talk about...

Crunchbase is running an article this morning reporting on the upturn in startups buying other startups. It's not quite back to the heady...

Chicago-based private equity firm GTCR announced that it has acquired FMG Suite, the marketing automation platform for insurance and...

Lightyear, a pan-European self directed trading platform, announced that they raised $23 million in a Series B round. It was lead by...

Yieldstreet, a WealthTech out to democratize access to alternative asset classes, announced that they have raised $77mm to bolster their...