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Alpaca has announced the closing of a $150 million Series D funding round led by Drive Capital, propelling the company to a $1.15 billion valuation. As a self-clearing broker-dealer and API-first platform, Alpaca provides the foundational technical layer that allows fintechs and financial institutions to embed stock, ETF, options, and crypto trading into their own applications. This latest capital injection is supplemented by a $40 million line of credit to further bolster th

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: 2025 WealthTech Market Update: The WealthTech Mirage What Really Needs to Happen for Alts2Wealth to Become Mainstream SimCorp and MSCI expand collaboration to streamline investment managers' access to private market data Notre Dame FCU invests in CU WealthNext to own infrastructure. WealthTech 2026 – The top 10 trends in view for a fast-moving sector Wealthfront sto

Executive Summary On paper, the 2025 numbers are strong, with $6.6 billion raised across 153 deals. But the most important takeaway from this data isn't that funding is bouncing back, it’s who got left behind. The reality is that this recovery has almost entirely skipped over the earliest stages of the market. While total capital is climbing, Seed and Series A activity is still in a slump. It confirms a tough truth for the industry: while the big players are finding their foo

Dena Investment Limited recently completed a strategic investment of thirty million dollars in UAEC to support the development of UAEC, a comprehensive digital wealth technology ecosystem. This capital injection from the Hong Kong based trust services institution underscores a growing interest from professional financial entities in platforms that combine robust compliance with advanced technical capabilities. The partnership aims to explore new pathways for asset management

MAIA Technology has successfully completed a Series A funding round led by Molten Ventures to secure approximately 5.3 million dollars in new capital. The company intends to utilize these funds to accelerate its product development cycle and broaden its market presence throughout the investment management sector. This financial milestone marks a significant step for the firm as it seeks to strengthen its operational capabilities and programmatic technology offerings. The comp

Aquilance recently secured a 16 million dollar investment from Ten Coves Capital. This transaction marks the first institutional capital raise in the history of the firm which has operated for nearly four decades. Based in Connecticut, the company provides personal financial management and administrative services specifically designed for ultra high net worth families and family offices. Originally founded as My Accountant in 1987, the firm rebranded in 2021 to reflect its ev

Executive Summary   Alts2Wealth will not succeed through distribution alone -- it will require fundamental changes in how alternatives are onboarded, subscribed to, administered, reported, and understood.   Four pillars must improve together for Alts2Wealth to become mainstream: Technology and operational scale Advisor and investor education Data quality, analytics, and due diligence Clearing and custody rails standardized and scaled   Technology must make 3 low-scale operati

iAltA Holdings, a private markets infrastructure company backed by WestCap, recently announced its acquisition of BridgeFT. BridgeFT operates as a cloud-native and API-first wealth infrastructure provider that serves financial institutions and registered investment advisors. This move aims to strengthen data connectivity across both the wealth management and private markets sectors by integrating specialized software capabilities into the iAltA ecosystem. BridgeFT has establi

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following:   Private Markets in 2026: M&A and Wealth Channel Will Drive Growth Again  Apex and Allfunds Join Forces to Expand Access to Offshore Investing for Global Investors  WealthTech in Southeast Asia: Private Wealth, Digital Transformation, and the Outlook for 2026 and Beyond  UBS Group AG: Rebuilding Global Wealth Tech and API-Driven Architecture  Fidelity and Oliver Wy

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