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

Indosuez Wealth Management has acquired a 70 percent stake in Wealth Dynamix, a London-based fintech specializing in Client Lifecycle Management solutions for private banks, wealth management, and asset management firms. Founded in 2012, Wealth Dynamix develops technology that supports prospecting, onboarding, KYC review and a 360-degree view of client relationships. The deal deepens cooperation that began in 2019 among Indosuez, its outsourcing subsidiary Azqore, and the Wea

FNZ has raised US$650 million in new equity from its major institutional shareholders, giving the global wealth-management platform added financial strength as it continues to scale. With assets on platform now at US$2.1 trillion, five times higher than in 2020, the company said the additional capital will help it invest further in technology, product development and global delivery. The round also included participation from several of FNZ’s largest clients, a signal that ke

FE fundinfo has acquired Contengo, a UK technology provider specializing in performance reporting, wealth analytics, and data migration solutions for independent financial advisers. The acquisition will integrate Contengo's capabilities into FE fundinfo's Nexus platform as a new Command Deck module, designed to centralize client and business data for advisers. Contengo's data engine collects transaction and client information from adviser platforms and back office systems int

Edward Jones has expanded its partnership structure as part of a broader effort to modernize ownership and succession within the firm. The move adds new tiers of partnership that could open the door for more financial advisors to participate in equity-style incentives. According to a report by AdvisorHub , the St. Louis-based firm hinted that the changes may precede a potential capital raise, marking one of the first public acknowledgments that Edward Jones could seek outside

Westlake, Texas–based Charles Schwab , a leading wealth management and brokerage firm, announced plans to acquire Forge Global Holdings , a San Francisco–based private markets fintech platform, in a transaction valued at approximately $660 million. Forge operates one of the largest marketplaces for private company shares, facilitating over $17 billion in transactions, and provides investors with direct and indirect access to private market opportunities. Schwab said the acqui

Robinhood has launched a new mortgage offering for its Gold subscribers through an exclusive collaboration with Sage Home Loans, a digital-first mortgage lender. Eligible Robinhood Gold members can now access discounted mortgage rates up to 0.75% below the national average, along with a $500 closing credit for home purchases or refinances. The offer, available directly within the Robinhood app, builds on a summer pilot and reflects both firms’ focus on leveraging technology t

FundApps and SteelEye have announced their merger, creating a combined RegTech firm offering end-to-end compliance capabilities across the buy and sell sides. The transaction, backed by an additional equity investment from FundApps investor FTV Capital, aims to deliver a single solution that integrates surveillance, monitoring, reporting, and analytics into one comprehensive compliance platform. The merger brings together FundApps’ regulatory reporting expertise and SteelEye’

Morgan Stanley has announced an agreement to acquire EquityZen, a leading marketplace for pre-IPO investments. The move strengthens the firm’s leadership in private markets and builds on its ecosystem of services for private companies and shareholders. By integrating EquityZen’s issuer-aligned trading model with Morgan Stanley’s cap table and liquidity solutions, the firm aims to deepen its relationships with private companies while providing wealth clients and workplace part

While this report comes a few weeks after the October 15 transaction, the deal’s implications for the WealthTech landscape remain significant and worth a closer look. S&P Global has agreed to acquire With Intelligence, a leading provider of data and intelligence on the global asset management industry, from Motive Partners for approximately $1.8 billion in cash. The acquisition, expected to close in the first half of 2025 subject to regulatory approvals, strengthens S&P Globa

Technology infrastructure firm Cybrilla has raised an undisclosed pre-Series A funding round from 360 ONE Asset, Peak XV, and Groww through Groww’s early-stage venture strategy. The funds will expand Cybrilla’s product roadmap, strengthen integrations with asset management companies and distributors, and support operations. The company helps launch products for more than 25 asset managers and supports distributors, and wealth-tech providers through their 'Wealth OS' system. A

Reseda Group, a credit union service organization wholly owned by MSU Federal Credit Union, has partnered with Oregon-based Maps Credit Union to acquire Pocketnest, an AI-driven financial wellness platform. The move positions the technology as a central tool for helping credit unions deliver personalized financial education and actionable insights to their members. According to Reseda Group CEO April Clobes, the acquisition reflects a shared goal to make banking more accessib

Uptiq.ai has raised $12 million in new funding to accelerate the adoption of its flagship platform, Qore, and expand access to advanced AI capabilities for financial institutions of all sizes. The round was led by Silverton Partners with participation from Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital. The funding reflects increasing investor confidence in AI-native infrastructure built specifically for regulated financial services. Founded

Toronto-based fintech Wealthsimple has secured CAD $750 million (approximately USD $538 million) in new equity funding, led by Dragoneer Investment Group and GIC, valuing the company at about USD 7.2 billion. The round included a CAD 550 million primary raise and a secondary offering of up to CAD 200 million, with participation from ICONIQ, IGM Financial, Greylock, Meritech, Power Corporation of Canada, and new investor CPP Investments.  Founded in 2014, Wealthsimple offers a

Envestnet has announced the launch of new Manager Models incorporating interval funds from BlackRock and Franklin Templeton, giving advisors streamlined access to alternative investments through its platform. The models will be available via Envestnet PMC and are designed to bring institutional-quality diversification into managed portfolios, combining liquidity features with exposure to private market style strategies.  This expansion underscores Envestnet’s commitment to em

Dynasty Financial Partners has made a minority investment in Grantd, an AI-powered platform that helps advisors and employees manage corporate stock holdings and equity compensation. The move signals Dynasty’s growing interest in technology that supports advisors working with clients whose wealth is increasingly tied to company stock. Grantd recently acquired StockOpter, a well-known provider of equity compensation planning tools, and is integrating its capabilities to enhanc

Bridge, a FinTech company building an AI-native operating system for private market allocators, has raised $5.1 million in seed funding led by Thicket Ventures. Thicket’s participation in early WealthTech is exciting but a natural fit given the pedigree of Bridge’s founding team, which includes founding engineers from Microsoft, Uber, and Plaid. Thicket founder Justin Wisz will join Bridge’s board of directors as the company accelerates product rollout and hiring. Bridge deli

Singapore-based digital wealth platform  Endowus has secured $70 million in new funding to accelerate its growth across Asia and strengthen its position as a digital wealth management leader. The investment round, led by new and existing global investors, brings the company’s total funding to more than $140 million. Endowus plans to use the capital to scale its presence in key Asian markets and deepen its technology stack to support both individual investors and institutional

Streetbeat, an AI-driven trading and asset management platform, has raised $15 million in Series A funding led by CDP Venture Capital through the AI Fund, joined by TTV Capital, Monte Carlo Capital, and 3Lines VC. The funding will support the company’s expansion across the U.S. and Europe, enhance its product capabilities, and strengthen its technical teams. Founded in Palo Alto, Streetbeat’s platform helps advisors, brokerages, and institutions automate investing, risk manag

Finster AI has secured $15 million in Series A funding to accelerate the development of its artificial intelligence platform designed to improve how financial institutions analyze and interpret complex data. The round was led by investors including Peak XV and Hoxton Ventures. The company plans to use the capital to expand product capabilities and grow its research and engineering teams focused on delivering greater transparency and decision support across financial workflows

AI-led advisor workflow platform Saturn has secured $15 million in Series A funding led by European venture firm Singular, with participation from Shapers, Y Combinator and Zeno Ventures. The company, founded in 2023, builds AI tools that streamline regulatory and administrative workflows in financial advice, enabling human advisors to focus more on client engagement. The new capital will support Saturn’s expansion in engineering, research, partnerships, and customer delivery