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Kendrick Wakeman, CFA, Co-Founder and CEO of WealthTech Strategy Partners, spoke at Suffolk University Business School in October 2025 on how tech, regulation, and demographics are reshaping wealth management.  WTSP believes WealthTech is entering a transformative era, driven by smarter technology, demographic change, and the convergence of institutional and retail models.  Generation X now sits at the center of the wealth ecosystem, already in their peak earning and inherita

The Asian WealthTech sector saw a sharp year-on-year funding decline in Q3 2025 but showed early signs of recovery quarter-on-quarter. A total of 31 deals were recorded, only slightly below the 32 deals completed in Q3 2024, marking a 3% decline in activity. Total funding reached $469.6 million, down 58% YoY from $1.1 billion last year, though the previous period included two deals exceeding $300 million each. Adjusted for those outliers, the actual year-on-year decline narro

We believe TAMPs/OCIOs and their international equivalents (MPS, DFMs, MAs, etc) are the key players in bringing the democratization of...

INTERVIEW WITH THE WEALTH MOSAIC: QUICK SUMMARY: The WealthTech market is entering a pivotal stage marked by both significant opportunity...

The race to provide wealth management clients with easier access to alternatives is well underway. Over the past eight months we have...

Last week, we looked at how and who in WealthTech is rushing to launch functionality around alternatives. Today, we took a step back to...

At the start of the year, Larry Fink published his annual letter, “The Democratization of Investing.” In it, he didn’t just talk about...

Crunchbase is running an article this morning reporting on the upturn in startups buying other startups. It's not quite back to the heady...

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

WealthTech funding rose slightly in the US last quarter, rising 9% from the prior quarter. But that wasn’t the problem. The problem was...

In 2026, the United States will hit a demographic milestone that’s been decades in the making: more people will turn 65 next year than in...

Larry Fink, as Chairman of BlackRock, published his annual letter to shareholders containing some of his thoughts on the future. As...

Introduction   Alternative investments have rapidly gained traction among individuals, financial institutions, and wealth managers. In...

Here is a link to some of the more interesting themes we see unfolding over the next 5+ years. For reference, they are: Family Office...

Corporate Venture Capital (CVC) is becoming a critical growth driver for early-stage companies. According to Pitchbook in a recent...

A key theme emerged from The Wealth Mosaic’s US WealthTech Vendor Forum: strategic investors, particularly Corporate Venture Capital...

We had a great time at The Wealth Mosaic’s first ever US WealthTech Vendor Forum and the AI toolkit roadshow. The conference was full of...

This past year has been an amazing ride for the WealthTech community with startups and incumbents working together to pioneer innovation....

JP Morgan pushes into self-directed trading with possible implications for WealthTech and wealth management. Wants to be a "top five"...

Sharing personal information with financial services can feel daunting, but it's a process designed with your security in mind. When...