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Arch has secured $52 million in a Series B round to scale its private markets infrastructure tools. The funding will support product expansion, particularly a feature called Arch Pay, as well as development of real-time reporting, automation of capital calls, and enhanced workflow across document collection and data aggregation.     The round was led by Oak HC/FT, with participation from existing investors Craft Ventures, Quiet Capital, and Menlo Ventures among others. Arch a

Marloo, an Auckland-based WealthTech selling AI-enabled workflow software into UK/ANZAC advisor market, has secured US$2.7 million in pre-seed funding, led by Blackbird Ventures and supported by prominent fintech figures including Revolut’s Chief Legal Officer Tom Hambrett and former Adyen COO Sam Halse. Experiencing 45% month-on-month growth, Marloo is tackling outdated software that still burdens financial advisers by automating routine tasks such as note-taking, document d

Yesterday, SigFig announced a major rebrand to Tandems.ai , marking a sharp pivot from its early identity as a robo-advisor to a provider of an AI-native wealth operating system designed for financial institutions. This evolution reflects both industry trends and SigFig’s long-term strategy: moving beyond direct-to-consumer robo models toward enterprise-grade, AI-driven infrastructure that streamlines advisor workflows and scales personalized advice. The new platform integrat

Pave Finance, a New York–based WealthTech specializing in portfolio management software, announced the close of a $14 million oversubscribed seed round, exceeding its initial $10 million target. The financing will accelerate the commercial rollout of its AI-powered, institutional-grade wealth management platform, which is designed to bring sophisticated quantitative tools—once reserved for hedge funds and asset managers—directly to financial advisors and their clients. Pave’s

iCapital has made a strategic investment in Tangible Markets, deepening its commitment to solving the liquidity challenges of private markets. Through this partnership, Tangible’s technology for facilitating secondary transactions—including periodic auctions, qualified matching services, and NAV-based lending—will be integrated into the iCapital platform by late 2025. This development will provide wealth managers, asset managers, and institutional investors with new ways to r

Dispatch ( Dispatch.io , not Dispatchit.com ), a WealthTech data orchestration firm, raised $18m in Series A funding, bringing total capital to $30m. The round, led by Brewer Lane Ventures with backing from major insurance venture arms and existing investors, will accelerate AI-driven workflows and automation. Dispatch’s platform eliminates manual data tasks, streamlines onboarding, and reconciles client information across systems, enabling accurate AI insights. Adopted by Ma

Allasso, a Swiss options analytics platform, has announced that it raised $3mm in seed capital from a VC and some high net worth investors. We have increased the size of their logo on our post in recognition of the fact that they did this despite a historically slow market for early stage funding. Crunchbase is reporting that global early stage funding was off 44% from just July. Granted, it was August, but that is a substantially larger drop than normal and it is already off

Gusto, the fast-growing online payroll provider, announced that they are acquiring Guideline, the online 401(k) plan provider. Terms of...

We have a little end-of-Summer romance going on north of the border as Wealthsimple, the Toronto-based personal trading and investing...

Carlyle, the US-based private equity firm, announced today that they are acquiring Intelliflo, the UK-based end-to-end advisor platform...

Basic Capital, an innovative 401(k) platform, announced that it has raised a $25mm Series A round led by Lux Capital and Forerunner Ventures. Apart from being a rare 401(k) platform built on a modern tech stack, they offer participants the ability to leverage their returns by lending them $4 for each $1 they invest. The general idea is that the investors get to potentially compound their savings faster, so long as the market goes up. In return, Basic Capital gets a decent int

Cache, a Canadian-based firm that allows investors to swap large equity positions for diversified portfolios, announced that it raised $12.5 million in a round lead by long-time investor First Round Capital with participation from existing investor Quiet Capital. Cache allows investors with a large stock concentration (and low cost basis) exchange their holding for a more diversified index tax-deferred. They currently offer the NASDAQ 100 and the S&P 500 but part of the proce

Objectway, a global end-to-end WealthTech platform based in Italy, has sold a majority stake to private equity firm Cinven. This is...

Uptiq, an AI-enabled lending platform for the wealth management channel with an emphasis in Securities Based Lending, announced that it has entered into a strategic partnership with Broadridge and is receiving a minority investment from them as well. We see this as a textbook incumbent-startup partnership. Broadridge gets what it wants: accelerated innovation and improved feature sets. Uptiq also gets what it wants, which is the same thing most startups want: money and a stro

GeoWealth, the Chicago-based Turnkey Asset Management Program provider, announced that it has received a $38 million investment from Apollo (with previous contributions from Blackrock, JP Morgan, and Kayne Anderson). But that is just the tip of the iceberg. GeoWealth is also partnering with Apollo to enhance its Public-Private alternatives offering, which we see as a fairly big deal. Apart from fielding new Public-Private offerings, other uses of proceeds include accelerating

Chicago-based private equity firm GTCR announced that it has acquired FMG Suite, the marketing automation platform for insurance and...

Lightyear, a pan-European self directed trading platform, announced that they raised $23 million in a Series B round. It was lead by newcomer NordicNija with Superangel and SpecialistVC. Also participating were existing investors Lightspeed , Metaplanet, and Skaala, amongst others. The announcement came with a few updates on the platform. One, they are now at $1b of assets on platform across 25 countries. They are also launching AI tools to help investors and traders, namely

Yieldstreet, a WealthTech out to democratize access to alternative asset classes, announced that they have raised $77mm to bolster their comprehensive alternative investment platform. They had announced last November that they were looking to raise $70-100mm, so they did hit their mark. There was good participation from the venture capital community, which is nice to see, even if most of them were returning investors. Tarsadia Investments lead the deal and Mayfair Equity Part

SS&C announced that they have acquired Calastone, the UK-based global funds network for approximately $1 billion. SS&C will fund the...

Eton Solutions, a WealthTech platform servicing family offices, announced a $58mm Series C Round lead by Navis Capital Partners. The funds will be used to build out their AI roadmap and scale their AtlasFive core technology offering. This brings the total raised by Eton to close to $120 million. They have approximately $1 trillion of assets on their platform and 800 of the world's wealthiest families, giving Addepar a run for its money. Based in North Carolina, Eton has clien