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ABN AMRO Buys Trading App BUX
Last week, ABN AMRO announced that it was acquiring European-based neobrokerage BUX for an undisclosed amount. Earlier this year, BUX had...
Dec 18, 20232 min read


TMX Acquires VettaFi
TMX Group (Toronto Stock Exchange) announced that they were acquiring VettaFi (ETF Trends, ETF Database, Advisor Perspectives, and...
Dec 14, 20231 min read


BNY Mellon and Lunate Team Up to Build $300mm WealthTech
BNY Mellon and Lunate, a $50b Abu Dhabi based private equity/alts firm, are teaming up to build-out an entire end-to-end advisor platform from the ground up for the MENA market. And they are going to spend $300mm doing it. It's certainly not the sort of thing you see every day. Building from scratch is a wonderful pleasure. Done correctly, it allows you to harness all that is exciting about the tech advances we have had over the last 10 years. But greenfield tech projects at
Nov 22, 20232 min read


Asset Management Working with WealthTech to Bring Alternatives Down Market
Photo Credit: Louisa Svensson / Alamy Stock Photo JP Morgan Asset Management launching new vehicles to remove some of the friction associated with providing alternative assets to wealth management while WealthTech providers remove the rest and promote reach? I've always wondered if alternative assets would finally take hold in wealth management because of innovations in asset management or innovations in technology. Sounds like a good bet is both according to an interview wit
Oct 27, 20231 min read


Another Insurance/WealthTech Strategic Acquisition
DPL Financial Partners : a turnkey platform that allows advisors to incorporate insurance products into their practice is acquiring...
Sep 24, 20231 min read


Tuck-in Acquisition or Transformation?
Thinktum : a Canadian based, modular, low code insurance underwriting solution that, at least partially, services wealth managers Agrees...
Sep 23, 20231 min read


More Evidence of the Appetite for Tuck-in WealthTech Acquisitions
Yahoo! Finance acquires investor social news network Commonstock in first acquisition since going private Yahoo Finance announced the...
Sep 12, 20231 min read


WealthTech Strategy Partners Acquires qSpur Consulting for Turnaround Services
BOSTON, MA -- WealthTech Strategy Partners, a strategic advisory service focused exclusively on WealthTech, announced today that it has...
Jun 5, 20232 min read
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