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The WealthTech Safari: Week of June 12, 2026
WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 12, 2026 AI Adoption Surges Among Investment Managers in 2026 Seven in ten investment managers now actively deploy AI in their front offices per SimCorp's 2026 InvestOps Report, up sharply from roughly one in ten a year earlier. With vendor stability ranked above feature sets and innovation overtaking efficiency as the top investment driver, buy-side firms are prioritizing trusted, consolidated technology part
1 hour ago3 min read


HyperNorm AI Raises $2.2M to Bring Explainable AI to Wealth Advisors
HyperNorm AI, a Bengaluru-based startup building decision intelligence software for wealth advisers, has raised $2.2 million in a seed round co-led by Capital 2B and SenseAI Ventures. Boundless Ventures, iOPEX Technologies, and angel investors including Dr. Amit Sheth and Bhavin Manek also participated. Founded in 2024 by Keyur Faldu and Peeyush Jain, the company sells tools for registered investment advisers and wealth managers, and says it has paying clients across the US,
2 days ago1 min read
Vestd secures Foresight backing for growth push
Haxell, J. (2026, June 9). Vestd secures Foresight backing for growth push. FinTech Global. https://fintech.global/2026/06/09/vestd-secures-foresight-backing-for-growth-push/ Vestd, a UK sharetech platform focused on equity inclusion for private companies, has secured a growth investment from Foresight Group in its first-ever institutional funding round. The investment will fund development of Vestd's infrastructure as a licensed PISCES operator under the Financial Conduct Au
2 days ago1 min read
Goodreid Investment Counsel Deploys d1g1t to Scale Operations and Digitally Transform the Client Experience
D1g1t Inc. (2026, June 9). Goodreid Investment Counsel deploys d1g1t to scale operations and digitally transform the client experience. PR Newswire. https://www.prnewswire.com/news-releases/goodreid-investment-counsel-deploys-d1g1t-to-scale-operations-and-digitally-transform-the-client-experience-302792169.html d1g1t announced that Goodreid Investment Counsel has deployed its institutional-grade wealth management platform to support business growth and deliver a more connecte
2 days ago1 min read


WealthReach Raises $1M Seed Round and Forms Advisory Board to Expand Its Organic Growth Platform
WealthReach, a New York-based organic growth platform built for registered investment advisors and wealth management firms, has raised a $1M seed round led by Cecure Corporation. The company also announced the formation of a strategic advisory board to support the next phase of its expansion. WealthReach said the capital will accelerate hiring and infrastructure buildout as it scales its AI-powered platform for advisors. The platform helps advisory firms attract, convert, an
2 days ago1 min read


𝗧𝗲𝗺𝗲𝗻𝗼𝘀 𝗔𝗰𝗾𝘂𝗶𝗿𝗲𝘀 𝗮𝗱𝗱𝗶𝘁𝗶𝘃 𝘁𝗼 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻 𝗜𝘁𝘀 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝘄𝗶𝘁𝗵 𝗔𝗜 𝗢𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻
Temenos AG, a global leader in banking technology, has entered into a definitive agreement to acquire additiv AG, a Switzerland-based fintech that provides a specialist platform for orchestrating financial services. additiv integrates process steps and data into a single orchestration layer for wealth and other financial services workflows, enabling banks and wealth managers to design and launch wealth propositions across the full customer journey. The company will become par
3 days ago1 min read
Zinnia Introduces Headless Order Entry Capabilities to Power the Next Era of Insurance Distribution
Business Wire. (2026, June 8). Zinnia introduces headless order entry capabilities to power the next era of insurance distribution. Business Wire. https://www.businesswire.com/news/home/20260608997424/en/Zinnia-Introduces-Headless-Order-Entry-Capabilities-to-Power-the-Next-Era-of-Insurance-Distribution Zinnia, a life and annuity insurance technology platform, announced the launch of its headless annuity order entry capabilities. The offering enables carriers, banks, broker-de
3 days ago1 min read
Amplify adds Wealthbox CRM to multi-custodial platform
Haxell, J. (2026, June 5). Amplify adds Wealthbox CRM to multi-custodial platform. FinTech Global. https://fintech.global/2026/06/05/amplify-adds-wealthbox-crm-to-multi-custodial-platform/ Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, a widely adopted CRM platform in the independent advisory space. The integration enables client data held within Wealthbox to flow directly into Ampli
4 days ago1 min read
AI adoption surges among investment managers in 2026
Haxell, J. (2026, June 5). AI adoption surges among investment managers in 2026. FinTech Global. https://fintech.global/2026/06/05/ai-adoption-surges-among-investment-managers-in-2026/ Seven in ten investment managers are now actively deploying artificial intelligence in their front offices, according to SimCorp's 2026 InvestOps Report. This figure represents a sharp increase from the prior year's survey, in which only about one in ten respondents were actively using AI tools
4 days ago1 min read


The WealthTech Safari: Week of June 5, 2026
WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 5, 2026 DBS to Open 18 Wealth Centers Across Asia as Affluent Demand Grows DBS will open 18 new wealth centers across Asia to capture rising affluent demand. Signals intensifying competition for Asia's expanding high-net-worth client base. Read More: WealthTech Strategy Partners Blog FMG: AI-Based Marketing Intelligence System Launched To Better Serve 80,000+ Advisors And Insurance Professionals FMG lau
7 days ago2 min read
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