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Groww’s public debut this week has marked a major moment for India’s fast-growing WealthTech sector. The parent company, Billionbrains Garage Ventures, listed at ₹112, which was about 12% above its issue price of ₹100. The stock continued to build momentum throughout the session and eventually closed nearly 29% higher at ₹128.85.     With a market capitalization now approaching ₹9 billion, this is the largest Indian fintech listing of 2025 and a clear sign of how strong inves

FNZ has raised US$650 million in new equity from its major institutional shareholders, giving the global wealth-management platform added financial strength as it continues to scale. With assets on platform now at US$2.1 trillion, five times higher than in 2020, the company said the additional capital will help it invest further in technology, product development and global delivery. The round also included participation from several of FNZ’s largest clients, a signal that ke

FE fundinfo has acquired Contengo, a UK technology provider specializing in performance reporting, wealth analytics, and data migration solutions for independent financial advisers. The acquisition will integrate Contengo's capabilities into FE fundinfo's Nexus platform as a new Command Deck module, designed to centralize client and business data for advisers. Contengo's data engine collects transaction and client information from adviser platforms and back office systems int

Edward Jones has expanded its partnership structure as part of a broader effort to modernize ownership and succession within the firm. The move adds new tiers of partnership that could open the door for more financial advisors to participate in equity-style incentives. According to a report by AdvisorHub , the St. Louis-based firm hinted that the changes may precede a potential capital raise, marking one of the first public acknowledgments that Edward Jones could seek outside

Westlake, Texas–based Charles Schwab , a leading wealth management and brokerage firm, announced plans to acquire Forge Global Holdings , a San Francisco–based private markets fintech platform, in a transaction valued at approximately $660 million. Forge operates one of the largest marketplaces for private company shares, facilitating over $17 billion in transactions, and provides investors with direct and indirect access to private market opportunities. Schwab said the acqui

Robinhood has launched a new mortgage offering for its Gold subscribers through an exclusive collaboration with Sage Home Loans, a digital-first mortgage lender. Eligible Robinhood Gold members can now access discounted mortgage rates up to 0.75% below the national average, along with a $500 closing credit for home purchases or refinances. The offer, available directly within the Robinhood app, builds on a summer pilot and reflects both firms’ focus on leveraging technology t

FundApps and SteelEye have announced their merger, creating a combined RegTech firm offering end-to-end compliance capabilities across the buy and sell sides. The transaction, backed by an additional equity investment from FundApps investor FTV Capital, aims to deliver a single solution that integrates surveillance, monitoring, reporting, and analytics into one comprehensive compliance platform. The merger brings together FundApps’ regulatory reporting expertise and SteelEye’

Morgan Stanley has announced an agreement to acquire EquityZen, a leading marketplace for pre-IPO investments. The move strengthens the firm’s leadership in private markets and builds on its ecosystem of services for private companies and shareholders. By integrating EquityZen’s issuer-aligned trading model with Morgan Stanley’s cap table and liquidity solutions, the firm aims to deepen its relationships with private companies while providing wealth clients and workplace part

While this report comes a few weeks after the October 15 transaction, the deal’s implications for the WealthTech landscape remain significant and worth a closer look. S&P Global has agreed to acquire With Intelligence, a leading provider of data and intelligence on the global asset management industry, from Motive Partners for approximately $1.8 billion in cash. The acquisition, expected to close in the first half of 2025 subject to regulatory approvals, strengthens S&P Globa

Kendrick Wakeman, CFA, Co-Founder and CEO of WealthTech Strategy Partners, spoke at Suffolk University Business School in October 2025 on how tech, regulation, and demographics are reshaping wealth management.  WTSP believes WealthTech is entering a transformative era, driven by smarter technology, demographic change, and the convergence of institutional and retail models.  Generation X now sits at the center of the wealth ecosystem, already in their peak earning and inherita