Subscribe to our newsletter to get succinct alerts for all WealthTech deal activity including funding, acquisitions, strategic partnerships, and product launches

Aquiline Capital Partners has entered into a definitive agreement to acquire a controlling interest in Flourish, the RIA-focused cash and lending platform currently owned by MassMutual. The transaction was announced on September 2, 2026 and is expected to close in the fourth quarter, subject to customary closing conditions and regulatory approvals. Terms were not disclosed. MassMutual will retain a significant stake and remain a strategic partner and client of the business. W

Nexedge Capital, an Indian wealth management and multi-family office firm, has raised $20 million in its first funding round, co-led by Mirae Asset Venture Investment and Elev8 Venture Partners. The round valued the firm at about $250 million. Nexedge said it will use the capital to strengthen its technology platform, expand its network of senior bankers, and extend across India, including smaller Tier 2 and Tier 3 cities. The firm was founded in February 2025 by Anirudha Tap

On August 17, 2026 VastAdvisor announced that it has closed a $1 million SAFE round. The financing was led by three wealth management industry figures investing individually: Dani Fava, chief strategy officer at Carson Group; Jason Pereira, CFP, senior partner at Woodgate Financial; and Sally George, partner at Convergency Partners. The company markets what it calls an Organic Growth OS, an AI based platform that combines audience intelligence, campaign automation, compliance

Ascensus has announced a new ownership structure under which Stone Point Capital and Genstar Capital will each make new investments and hold equal stakes in the savings and retirement technology firm. Stone Point continues as an owner, Genstar returns as one, and existing investor GIC will remain invested. The transaction is expected to close in the coming months, subject to regulatory approvals, at which point Stone Point and Genstar will assume joint governance. Ascensus pr

Siebert Financial Corp. (NASDAQ: SIEB) announced an additional investment in FusionIQ, a cloud-native wealth technology company, alongside a strategic partnership intended to expand the two companies' relationship across technology, distribution, and product development. The move builds on their original partnership from June 2025, under which Siebert had already begun integrating FusionIQ's platform to support hybrid advice, self-directed investing, and multi-custodian workf

Centricity, an India-based wealth management technology firm, has raised $20 million in a seed round led by Lightspeed at a valuation of $125 million. Investors joining the round include the Burman Family Office, Paramark VC, the MS Dhoni Family Office, NB Ventures Family Office, MMG Group Family Office, Action Tesa Family Office, Ritesh Agarwal of OYO, Vishal Dhupar of Nvidia, Aakash Chaudhry and Shantanu Agarwal. Founded in 2022 by Manu Awasthy, Gaurav Tiwari, Manish Sharma

CAIS, the alternative investment platform for independent financial advisors, has raised $170 million in a Series D financing that values the company at more than $2 billion. Vista Equity Partners led the round, joined by AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada. The July 29 announcement brings total capital raised since the firm's 2009 founding to nearly $600 million. CAIS pr

LemonEdge, a fund accounting platform built specifically for the private markets sector, has raised $21m in a Series A round as it works to speed product development and expand across the US and Europe. The round was led by Blackstone Innovations Investments, the early-stage venture arm of Blackstone, and included BNY alongside existing backer Sidekick Partners. The investment lifts the London and New York based company's cumulative funding beyond $30m. Alongside the raise, L

InvestiFi, a Credit Union Service Organization and InvestTech platform that lets credit unions and community banks embed digital investing inside their online banking, has secured $20m in a new funding round. Vibe Credit Union led the raise, with participation from BankTech Ventures, Idaho Central Credit Union, Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union and Southpoint Credit Union. The company describes it as t

ExchangiFi has announced a strategic investment from Prosperity Venture Partners, the single-family office of investor and wealth management entrepreneur Tommy Mayes. As part of the deal, Mayes will join ExchangiFi's board of directors. Mayes serves as a Family Office Chair for TIGER 21 and, as a general partner and board member at Blueprint Investment Partners, helped grow the firm from $75 million to more than $3.5 billion in assets. Based in Palm Beach Gardens, Florida, Ex

Bloomberg announced on July 29, 2026 that it has entered into a definitive agreement to acquire Canoe Intelligence, an AI-powered data management and intelligence platform that automates the collection and delivery of private markets data. Financial terms of the transaction were not disclosed. Canoe functions as connective tissue between general partners and limited partners, structuring the post-investment reporting that private markets have long handled through fragmented d

Objectway, a pan-European wealthtech solution partner for banking, wealth, and asset management firms, has entered exclusive negotiations to acquire SLIB, a French capital markets software specialist, from BNP Paribas and Natixis. Under the proposed terms, the two banks would transfer their entire stakes in SLIB to Objectway. The deal remains subject to regulatory approvals and employee consultation processes in France and is expected to close by December 31, 2026. No transac

Neo has emerged from stealth with $100m in funding to help enterprises manage and secure the rapid spread of AI agents across their software systems. The round was led by Andreessen Horowitz and Bessemer Venture Partners, with Craft Ventures and Merlin Ventures also participating. The company plans to use the capital to expand its engineering and go-to-market teams as businesses race to establish oversight of fast-growing agentic software. The firm argues that enterprise envi

Alpaca, a New York-based agent-first brokerage infrastructure company, has raised $135M in new funding. The round was led by Peak XV, with participation from Elefund, Opera Tech Ventures, and Unbound. The investment follows Alpaca's $150M Series D announced in January 2026, which valued the company at $1.15 billion. Alpaca is led by CEO Yoshi Yokokawa. A self-clearing broker-dealer, Alpaca provides API-first infrastructure that lets financial companies build and scale investi

AngelList, a software platform building the financial system for private markets, has acquired Ark PES, a fund management software provider serving more than 500 general partners and fund administrators across venture capital and private equity. Ark supports more than $185 billion in assets. Terms of the transaction were not disclosed. AngelList CEO Avlok Kohli said the combination would enhance the company's AI capabilities and drive product development, while Ark CEO Bill W

Veriqus Group, an integrated wealth and asset management platform based in India, has raised about ₹387 crore, roughly $40 million, in a funding round led by Norwest Venture Partners. The firm was founded by Ashish Gumashta, former chairman and chief executive of Julius Baer India, and Roshi Jain, former senior fund manager at HDFC Asset Management. It serves high net worth individuals, family offices, entrepreneurs and institutions. Veriqus is positioning itself as a technol

Olomon, a WealthTech startup founded by serial entrepreneur Jeremy Bolls, has closed a $2.6M pre-seed funding round. The round drew entrepreneurs, fintech investors, and financial-services professionals, several of whom already use the product. Bolls, who previously founded and exited the nonprofit software firm Kindful, said he is personally and substantially invested in the company. Olomon is building what it calls a financial System of Record for complex households and the

Russell Investments said on July 9, 2026 that an investor consortium led by B Capital and including the California Public Employees' Retirement System has agreed to acquire the firm from TA Associates and Reverence Capital Partners. The global investment solutions provider manages more than $416 billion in assets and has posted organic growth above 15% over the past two years. The transaction is expected to close in the first quarter of 2027, subject to regulatory approvals a

Feathery, an AI operating and decisioning system for financial services, has raised $30M in total funding, including a recently completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures, and Bain Capital Ventures. The San Francisco company describes itself as one of the fastest-growing AI platforms in the sector, serving more than 300 firms across insurance and wealth management. Feathery's operating s

Grace Investment Machine, an AI-native investment technology company known as GIM, has raised $20m in Series A funding to move its autonomous investing technology into live execution. The round was co-led by a US venture capital firm and Hony Capital, with participation from IDG Capital and existing backer Monolith Capital. It marks GIM's third funding round within its first year of operations. GIM is building agentic AI systems that generate, test, and refine market hypothes