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October 30, 2025 - WealthTech Strategy Partners announced today that Gib Watson, CIMA, a former Vice-Chairman of Envestnet, has joined the firm as a Senior Advisor. Watson will play a key role in advancing the firm’s deal execution capabilities and deepening its strategic impact across the WealthTech ecosystem. With more than 40 years of experience in financial services and technology, Watson brings a distinguished record of leadership and innovation in asset management, weal

We are delighted to announce that Tangia Zheng has joined WealthTech Strategy Partners in a Fall Internship role to support our Deal...

We are excited to welcome Aidan Cartlidge to our Fall Internship Program with the Deal Execution Team at WealthTech Strategy Partners!   ...

We are delighted to announce that Ashton Yates has joined WealthTech Strategy Partners in a Fall Internship role supporting our Deal...

Boston, MA – June 3, 2025 – WealthTech Strategy Partners, the only investment bank solely focused on WealthTech, today announced the...

May 27, 2025 - WealthTech Strategy Partners, the only investment bank solely focused on WealthTech advisory, has announced the addition...

We are delighted to welcome Max Livingston as our newest intern supporting the deal execution team at WealthTech Strategy Partners! Max...

We are thrilled to announce that Alex Sion has joined Wealth Tech Strategy Partners as a Senior Advisor. With over two decades of...

We are delighted to announce that Rishi Agrawal has joined WealthTech Strategy Partners in an internship role to support our deal...

We are delighted to announce that Mason Morris has joined WealthTech Strategy Partners in an internship role to support our deal...

We are delighted to announce that Alex Olesinski has joined WealthTech Strategy Partners in an internship role to support our deal...

We are delighted to announce that Michael Wuest has joined WealthTech Strategy Partners to bolster our deal prep and execution team....

WealthTech Strategy Partners announced today that Craig Iannucci has joined its board of consultants. Craig comes to WealthTech Strategy...

WealthTech Strategy Partners welcome Brian Colville as the newest team member. He has over 25 years of experience in the industry, most...

BOSTON, MA -- WealthTech Strategy Partners, a strategic advisory service focused exclusively on WealthTech, announced today that it has...