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Groww, a personal trading and investing app in Bengaluru, India, is rumored to be acquiring Fisdom, another personal trading and...

Betterment has announced an acquisition that strengthens its offering to advisors. Known by the masses for automated investing...

In a significant move that underscores the continued evolution of the alternative investments landscape, iCapital has announced the...

Stash, a personal financial management and personal trading software app, recently raised $146M to ‘enhance AI capabilities’. The eighth round of funding, a series H, was led by Goodwater Capital, alongside Union Square Ventures, StepStone Group, Serengeti, the University of Illinois Foundation, and funds managed by T. Rowe Price Investment Management.   While not a direct one-to-one competitor, Stash sits alongside platforms like Robinhood in the race to capture mass-market

Addepar, the WealthTech powerhouse behind one of the most widely adopted investment data platforms, has announced a $230 million Series G funding round, propelling its valuation to $3.25 billion. Co-led by Vitruvian Partners and returning backer WestCap, with participation from 8VC, Valor Equity Partners, and new investor EDBI (via SG Growth Capital), this round signals more than just a capital injection, it marks a strategic turning point for Addepar and WealthTech at large.

In a move that underscores the continued strength of strategic M&A across WealthTech, Germany’s Fincite and France’s Harvest have...

WealthTech funding rose slightly in the US last quarter, rising 9% from the prior quarter. But that wasn’t the problem. The problem was...

Zoe Financial, originally a referral network connecting individuals to fiduciary RIAs, has evolved into a full-scale digital infrastructure platform that plays a dual role in the advisor ecosystem. In 2023, it launched the Zoe Wealth Platform, offering RIAs tools like digital account opening, fractional trading, automated rebalancing, performance tracking, billing, and more recently, tax loss harvesting and direct indexing. These tools reflect Zoe's broader strategy, not just

Last week, New Jersey became the 50th state to adopt a best-interest annuity sales standard. Like nearly all other states, the New Jersey statute is based on the National Association of Insurance Commissioners’ (NAIC) Suitability in Annuity Transactions Model Regulation  which is designed to align with the Securities and Exchange Commission’s (SEC) Regulation Best Interest  (Reg BI) requirements. While implementation varies slightly from state to state, with some like New Yor

Altruist, a modern custodian for RIAs, has  announced  $152 million in Series F funding at a $1.9 billion valuation. The funding round—led by global institutional investor GIC, and including partners such as Salesforce Ventures, Geodesic Capital, Baillie Gifford, Carson Family Office, and ICONIQ Growth—follows a landmark year of growth for the firm.  In 2024, the custodian launched a suite of new products, including a high-yield cash account, automated and scalable tax manage