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Wealthfront Moves Toward Public Markets with Quiet IPO Filing
Wealthfront, the pioneering robo‑advisor based in Palo Alto, has confidentially submitted a draft registration statement to the U.S....
9 hours ago2 min read


TP ICAP Acquires Neptune Networks
On June 2, TP ICAP Acquired Neptune Networks to Build an Integrated Electronic Bond Trading and Data Business  TP ICAP, a major global...
1 day ago1 min read


Fidelity + Envestnet: A New Chapter in Alternative Investments
The shift toward alternatives in wealth management is accelerating, and Fidelity’s latest move proves it’s not slowing down.  Last...
4 days ago2 min read


Singapore Digital Advice/Self-Directed Trading Raise
Another big funding round from the East for a digital advice/self-directed trading platform. Syfe raised a $53million Series C round lead...
Jun 61 min read


Scalable Capital Raises $177 million Funding Round
German digital advice and investing platform Scalable Capital announced that it raised $177 million (€155 million) in a funding round led...
Jun 51 min read


WealthTech Strategy Partners Adds Dedicated TAMP Advisory Initiative
Boston, MA – June 3, 2025 – WealthTech Strategy Partners, the only investment bank solely focused on WealthTech, today announced the...
Jun 32 min read


WealthTech Strategy Partners Taps Industry Veteran Scott MacKillop to Provide Strategic Advice to TAMPs
May 27, 2025 - WealthTech Strategy Partners, the only investment bank solely focused on WealthTech advisory, has announced the addition...
May 272 min read


BetaNXT Acquires Fund Operations Firm Delta Data
BetaNXT, the WealthTech who, among other things, is looking to streamline the middle and back office of wealth management, has acquired...
May 241 min read


Indian WealthTech Stable Money Raises $20mm at a $130mm Valuation
Bengaluru-based WealthTech Stable Money has raised $20 million in a Series B round led by The Fundamentum Partnership Fund, a first-time...
May 241 min read


eToro Teams up with Generali to Offer Retirement Products and Insurance in France
eToro's French subsidiary, eToro Patrimoine, has teamed up with French insurance giant Generali to offer PERs (the French version of an...
May 201 min read
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