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Alpaca Acquires UK-Based WealthKernel
Alpaca, a self-clearing API infrastructure for embedding stock, fixed income, and crypto trading, announced that they are acquiring...
3 days ago1 min read


iCapital Raises $820mm
iCapital announced that they have raised over $820mm in a funding round lead by T Rowe Price and SurgoCap Partners. Other noteable...
5 days ago1 min read


Savvy Wealth Raises $72M Series B to Expand Tech-Enabled RIA Platform
A large funding round from Savvy Wealth, the all-in-one RIA platform, was announced earlier this week. Savvy Wealth not only raised a...
Jul 32 min read


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....
Jun 242 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...
Jun 231 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...
Jun 202 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
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