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Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: Quarterly Report from Morningstar and PitchBook Brings New Transparency to Asset Classes and Direct Lending Atkins and B/D Advocates Align On Alts in 401(k)s Family Office Software & Technology Report 2025 10 experts predict what's next for AI in wealthtech in 2026 Day of reckoning coming over 401(k) participant data WealthTech in Southeast Asia: Private Wealth, Dig

Powerup Money recently closed a $12 million funding round led by Peak XV Partners to scale its digital wealth management operations in India. The company focuses on providing a technology-driven investment experience for retail investors and the mass affluent segment. This capital injection marks a significant milestone as the firm seeks to broaden its reach in one of the world's fastest-growing financial markets. The platform leverages sophisticated algorithms and a user-cen

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: BondWave CEO Explores Tech Trends Shaping The Fixed Income Space Artificial Intelligence in Wealth Management: Opportunities, Risks, and the Path Forward Inside the 2026 T3 Conference and AI University Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts IncomeConductor Aims to Boost Annuity Modeling

We believe that while the Great Wealth Transfer is widely discussed, it is too often misunderstood. While Millennials will ultimately inherit the most wealth over time, Generation X is positioned to capture the largest share of inherited assets over the next decade. Firms that align strategy, service models, and technology with this reality will be best positioned to capture near-term flows while building durable relationships with the next generation of clients.   Here are t

FINNY has secured 17 million USD in Series A funding to expand its machine learning platform designed to help registered investment advisors address the organic growth squeeze. The investment round was led by various investors to support the company in providing automated prospecting and marketing tools for the wealth management industry. By leveraging unstructured data, the platform identifies potential clients for advisors and automates multi-channel outreach campaigns to s

Wealthfront made its public debut today, raising $485 million and achieving a market valuation of $2.1 billion. The Palo Alto-based fintech, known for its automated investing portfolios, saw its stock trade relatively flat, closing up just 1% on its first day. The company now serves 1.3 million customers and manages approximately $90 billion in assets, solidifying its position as a major independent player in the digital wealth space following a shelved acquisition attempt by

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: With Biden-Era Fiduciary Rule Dropped, What Comes Next? Syfe Hits Profitability in Singapore and Secures New Funding Global WealthTech Market to Hit USD 21 Billion by 2031 FINRA Cautions Broker-Dealers to Catch 'Hallucinations' When Using Gen AI Affluent Investors Increasingly Turn to Robo-Advisors Airwallex lands $330 million - Backers might signify WealthTech roll

401GO, a Utah-based fintech modernizing small-business retirement plans, has raised thirty-three million dollars in Series B funding. The round introduced Centana Growth Partners as a new investor, while Next Frontier Capital, Rally Ventures, and Impression Ventures returned after backing earlier rounds. The company plans to use the capital to expand embedded partnerships with human capital management providers, financial institutions, and financial advisors while continuing

The Beans has secured a $5.4 million seed round to accelerate the expansion of its financial operating system for frontline workers in healthcare, education, and nonprofit sectors. Investors in the round include Alloy Alchemist Fund, Commerce Ventures, Impulsum Ventures, Precursor Ventures, Swing Ventures, Techstars, TruStage Ventures, Esther Dyson, Coyote Ventures, and Fabric VC. The company plans to use the capital to scale its reach among employers aiming to address financ

Range has raised a $60 million Series C round led by Scale Venture Partners, with participation from Gradient Ventures, Cathay Innovation, and several new investors including 53 Stations. The financing brings the company’s total capital raised to more than $100 million. As part of the round, Rocket Money CEO Haroon Mokhtarzada and Scale Venture Partners’ Alex Niehenke will join the company’s board of advisors, adding experience in consumer finance, product scaling, and ventur