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Pello Companies has entered into a definitive agreement to acquire ByAllAccounts from Morningstar. The transaction is expected to close in the first half of 2026, subject to customary conditions. While specific financial terms were not disclosed, Morningstar previously acquired the business for $28 million USD in 2014. Upon completion of the deal, ByAllAccounts will operate as a standalone company led by incoming chief executive officer Cynthia Rojas Sejas. ByAllAccounts prov

Dhan, a prominent stock trading platform operated by Moneylicious Securities, is reportedly in advanced discussions to acquire the wealth management startup Infinyte Club for approximately $10 million in a combination of cash and equity. This strategic move aims to broaden the service offerings of the parent company, Raise Financial Services, as it seeks to capture a larger share of the growing wealth management sector in India. Infinyte Club, which previously secured $3.6 mi

CNBC-TV18. (2026, March 24). AI, fintech boom: QED Investors' India Field Notes 2026. CNBC-TV18. https://www.cnbctv18.com/videos/business/startup/ai-fintech-boom-qed-investors-india-field-notes-2026-19878028.htm Artificial intelligence spending in Indian financial services is projected to double by 2026 as the technology becomes a core component of financial infrastructure. QED Investors forecasts that global fintech revenues will increase six-fold to reach an estimated $1.5

Bachatt, an Indian WealthTech startup, has secured $12 million in its Series A funding round led by global venture capital firm Accel. The Mumbai-based company, legally registered as Trusave Fintech Private Limited, aims to simplify financial planning for India’s underserved segments. By lowering the entry barrier for investing, the firm specifically targets young professionals and self-employed individuals who have traditionally lacked access to structured wealth management

CurrentClient, a voice and text communication platform for financial advisors, announced the closing of a $1.25 million seed funding round led by Thicket Ventures. The investment marks a significant milestone for the Provo, Utah based company as it seeks to scale its operations and enhance real time engagement between advisors and their clients. As part of the transaction, Justin Wisz, a partner at Thicket Ventures, has joined the CurrentClient board of directors. The firm al

GeoWealth, a turnkey asset management platform for registered investment advisors, has secured $42.5 million in strategic funding from Goldman Sachs Asset Management. They are describing this as an expansion of last August’s $38 million Series C funding round that saw participation from the likes of J.P. Morgan, BlackRock, and Apollo. This brings the total for the round to $80.5 million, if we understand that correctly. The platform provides essential wealth management techno

Quorus has successfully closed a $5,000,000 seed funding round led by WisdomTree, with major participation from Connecticut Innovators and Nassau Financial Group, to accelerate the growth of its investment infrastructure. The company specializes in providing active asset managers with the tools necessary to build and manage custom, tax-efficient portfolios at scale. By automating the complexities of tax-loss harvesting and personalized portfolio construction, Quorus enables m

iCapital has entered into a definitive agreement to acquire Hexure, a provider of digital sales automation solutions for the insurance and wealth management sectors. This acquisition is designed to create an end-to-end technology platform that integrates annuities and insurance products directly with iCapital’s existing alternatives and structured investments infrastructure. By combining Hexure’s e-application and illustration tools with iCapital’s compliance and education re

German-based Upvest has secured $125 million in new financing to accelerate the modernization of legacy banking and investment systems across Europe and the UK. The funding consists of a $90 million equity round alongside a $35 million debt facility. This capital injection follows a year of rapid scaling in which the company processed more than 100 million investment orders for a growing roster of over 30 institutional clients. The firm provides a modular, API-first investmen

iAltA Holdings, a private markets infrastructure firm backed by WestCap, announced the acquisition of Delio. Delio is a prominent provider of white-label operating systems designed for the distribution and reporting of private market investments. This acquisition represents the third addition to the private markets vertical for iAltA, following previous deals for Verivend and Betterfront. The Delio Core OS provides configurable tools that allow asset managers and wealth firms

Docupace, a provider of back-office and compliance software for wealth management, has acquired InvestEdge, a compliance and surveillance platform for bank trust departments, RIAs, and BDs, to expand its regulatory technology capabilities. Alongside the acquisition, the firm appointed Brian Filanowski as its new chief executive officer. Filanowski, a veteran in data and analytics with experience at Dun & Bradstreet and Fitch Group, succeeds David Knoch. The move marks a signi

Sherpas announced the closing of a $3.2 million seed funding round led by 1248, the family office of Mariner Wealth Advisors founder Marty Bicknell. Other participants included AUA Private Equity Capital and GoHub Ventures along with several strategic investors from the wealth management industry. This capital infusion arrives as advisory firms seek to modernize how financial advice is analyzed and delivered through the adoption of artificial intelligence. The company provide

Sphinx has secured $7.1M in seed funding to expand its suite of AI-native agents designed to automate complex compliance tasks for financial institutions. The investment round was led by GGV Capital U.S. and included participation from several strategic investors and founders in the fintech space. Sphinx provides an agentic compliance workforce that integrates directly into existing firm infrastructures to handle manual reviews and data-intensive regulatory processes.  The co

Jump, a provider of artificial intelligence solutions for financial services, has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors such as Allianz Life Ventures and TIAA Ventures, alongside existing backers like Battery Ventures and Citi Ventures. This latest financing brings Jump’s total capital raised to $105 million, supporting its rapid growth from zero to 27,000 advisors in less than two years. The

Vestwell, who started out as a Workplace 401k provider, and since, has expanded, recently secured $385 million in Series E funding to expand the modern savings ecosystem. This investment round was led by Sixth Street Growth and Blue Owl Capital with participation from several major financial institutions including Morgan Stanley and Franklin Templeton. The company provides the underlying technology for a variety of savings programs such as 401k plans and ABLE accounts which a

Avantos, an AI layer for onboarding and servicing clients, recently completed a $25 million Series A funding round led by Bessemer Venture Partners, bringing its total capital raised to $35 million. The investment featured participation from major strategic partners including Vanguard, SEI, and The Guardian Life Insurance Company of America. This capital injection follows a $10 million seed round led by the MIT affiliated E14 Fund in 2024. The New York based company provides

Stable Money, an Indian WealthTech startup that has built a self-directed fixed income platform, has secured $25 million in a pre-Series C funding round. Peak XV Partners led the investment with participation from existing backers including Z47, RTP Global, and Fundamentum Partnership. This latest capital infusion brings the total funding raised by the firm to $65 million and values the company at approximately $175 million. The platform allows retail investors to compare and

Uptiq has successfully secured $25 million in Series B funding to accelerate the deployment of its artificial intelligence platform for financial institutions. Curql led the investment round with participation from several strategic partners including Silverton Partners, 645 Ventures, and Broadridge. This new capital follows a previous $12 million round in October and brings the total equity funding to approximately $70 million. The company provides a proprietary orchestratio

Bengaluru-based digital advice startup Otto Money has successfully closed a $1.3 million pre-seed funding round led by Pravega Ventures. The capital injection also saw participation from a group of prominent angel investors including Rishi Kohli and founders from InMobi and NoBroker. Founded in 2025 by former engineering leaders from Cohesity and Google, the company is developing a platform designed to provide institutional-grade financial guidance to the growing population o

Grab has reached an agreement to acquire a controlling interest in the U.S. investing platform Stash for Grab acquired a 50.1 percent stake in Stash for $425 million in cash and stock with the remaining 49.9 percent to be purchased at fair market value over the next 3 years. Stash has raised about $670 million to date. This strategic move represents the entry of the Southeast Asian technology giant into the American mass market investing segment and is expected to close in th