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Your guided tour of the interesting events in WealthTech for the week. Robinhood's $658 million private markets fund for retail investors goes public Robinhood Markets has listed its flagship venture fund on the NYSE, allowing non-accredited retail investors to trade shares of pre-IPO technology companies like Databricks and Stripe. The move demonstrates a significant shift in democratizing institutional-grade alternative investments through mass-market distribution and a tra

Your guided tour of the interesting events in WealthTech for the week. Orion Announces Denali AI Enterprise Version, Powering a New Era in Advisor Productivity  Orion has launched the Denali AI Enterprise version to automate complex workflows and provide advisors with real-time access to actionable client data through natural language processing.  This release marks a strategic shift from basic AI experimentation to enterprise-grade data orchestration, allowing firms to scale

Your guided tour of the interesting events in WealthTech for the week. iAltA Holdings Acquires Delio as They Quietly Build Their End-to-End Alts2Wealth Platform   iAltA Holdings has acquired Delio, a provider of white-label operating systems for private market investments, to further its goal of creating an end-to-end private markets platform. This acquisition solidifies iAltA’s position in the alternative investment space by integrating digital workflows and reporting tools

Your guided tour of the interesting events in WealthTech for the week. Morningstar warns Robinhood's new venture fund a potential 'disaster' for investors Morningstar analyst Bryan Armour labeled Robinhood's new pre-IPO venture fund as a reckless move due to the firm's lack of investment management experience. Significance:  This critique highlights the growing tension between fintech disruptors attempting to democratize private equity and established research firms prioriti

Your guided tour of the interesting events in WealthTech for the week Alina Invest Secures $22.5 Million in Financing for User Acquisition  Alinea Invest has obtained a $22.5 million credit facility from PvX Partners to scale its AI-powered investment platform for Gen Z and female investors.  The use of non-dilutive capital for marketing highlights a growing industry trend where fintechs prioritize performance metrics over traditional equity dilution to fund growth.  Click he

Your guided tour of the interesting events in WealthTech for the week US wealth management in 2035: A transformative decade begins The US wealth management industry is entering a transformative decade driven by the convergence of AI technology, demographic shifts, and the transition toward integrated life management. Strategic adoption of agentic AI and M&A will be essential for firms to scale operations and establish new sources of trust through hyper-personalization. Click

Your guided tour of the interesting events in WealthTech for the week The Profitability Paradox: Competing for Relevance and Returns Wealth management firms are facing a structural squeeze as the cost of client acquisition rises while fee compression limits traditional revenue growth. Strategic survival now depends on scaling operational efficiency through integrated technology rather than relying solely on asset under management growth. Read More Schwab Creates Organization

Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe Insurance and financial services: Nationwide appointed new technology and distribution leaders while Income Lab introduced an AI tool for automated retirement planning. Significance: These developments highlight the accelerating integration of artificial intelligence and specialized leadership to enhance advisor productivity and client retention. Read More OneDigital Introduces Private Investments Within Personali

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: DOL, White House Near Release of Proposed 401(k) Alts Rule  Edelman Moves to Orion for Tech Stack  Flanks and FinReg360 launch EDX: Europe’s first standardized financial data exchange protocol  Groww steps up wealth play via MF and portfolio management solutions  Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe  OneDigital Introduces Private Investment

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: 2025 WealthTech Market Update: The WealthTech Mirage What Really Needs to Happen for Alts2Wealth to Become Mainstream SimCorp and MSCI expand collaboration to streamline investment managers' access to private market data Notre Dame FCU invests in CU WealthNext to own infrastructure. WealthTech 2026 – The top 10 trends in view for a fast-moving sector Wealthfront sto

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following:   Private Markets in 2026: M&A and Wealth Channel Will Drive Growth Again  Apex and Allfunds Join Forces to Expand Access to Offshore Investing for Global Investors  WealthTech in Southeast Asia: Private Wealth, Digital Transformation, and the Outlook for 2026 and Beyond  UBS Group AG: Rebuilding Global Wealth Tech and API-Driven Architecture  Fidelity and Oliver Wy

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: Quarterly Report from Morningstar and PitchBook Brings New Transparency to Asset Classes and Direct Lending Atkins and B/D Advocates Align On Alts in 401(k)s Family Office Software & Technology Report 2025 10 experts predict what's next for AI in wealthtech in 2026 Day of reckoning coming over 401(k) participant data WealthTech in Southeast Asia: Private Wealth, Dig

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: BondWave CEO Explores Tech Trends Shaping The Fixed Income Space Artificial Intelligence in Wealth Management: Opportunities, Risks, and the Path Forward Inside the 2026 T3 Conference and AI University Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts IncomeConductor Aims to Boost Annuity Modeling

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: With Biden-Era Fiduciary Rule Dropped, What Comes Next? Syfe Hits Profitability in Singapore and Secures New Funding Global WealthTech Market to Hit USD 21 Billion by 2031 FINRA Cautions Broker-Dealers to Catch 'Hallucinations' When Using Gen AI Affluent Investors Increasingly Turn to Robo-Advisors Airwallex lands $330 million - Backers might signify WealthTech roll