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WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of May 1st, 2026 Advyzon Disrupts Enterprise Tech Market with $676 Billion Citi Wealth Management Partnership Advyzon secured a major contract to provide the technology infrastructure for Citi Wealth’s $676 billion in assets. This deal marks a significant expansion for Advyzon, which has traditionally focused on serving smaller independent RIAs. Read More → RFG Advisory Adds Zocks CEO to their Board of Directors and In

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of April 27, 2026 PrimeInvestor lands its first external check from Zerodha’s Rainmatter • PrimeInvestor, a Chennai-based research firm with over 50,000 users, raised its inaugural outside round from Rainmatter Capital — Zerodha’s investment arm — to scale a full-stack Portfolio Management Service spanning mutual funds, stocks, ETFs, bonds, and gold. • The pivot from advice to execution reflects a broader pat

Charles Schwab to launch direct Bitcoin and Ethereum trading by June • Charles Schwab, the largest custodian in the RIA space, plans to offer direct spot trading for Bitcoin and Ethereum through its Premier Bank subsidiary by June 2026, marking a major push to compete with fintech platforms like Robinhood in the retail crypto arena. • The move signals that traditional financial institutions are no longer content to cede digital asset trading to fintechs—and that reg

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of April 7, 2026 FMG’s new CEO wants AI to solve what advisors couldn’t automate before • FMG, a leading marketing platform for financial advisors, is charting a new course under CEO Dave Christensen, who aims to leverage artificial intelligence to tackle workflow challenges that were previously unsolvable—opening the platform’s ecosystem to new tool categories and supporting advisors with early-stage prospecting.

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of April 3, 2026 State Street signals it’s ready to ‘disrupt’ RIA custody five years after abrupt exit, madly hiring Altruist veterans to build Apex-powered, ‘digitally native’ AI platform • State Street Global Advisors, the asset management arm of one of the world’s largest custodian banks, is reportedly developing a digitally native RIA custody platform leveraging AI and Apex Fintech Solutions, having recruited

Merrill Launches AI-Powered Meeting Journey Merrill, a wirehouse giant, launched a tool to automate meeting preparation, summarization, and client follow-ups. This launch underscores the rapid enterprise-wide adoption of AI to eliminate administrative friction in wealth management. Knote: Merrill was one of those firms that did not want to deploy notetakers for liability reasons. It looks like the allure of saving thousands of advisor hours finally wore them down. Read More

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