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Clearwater Analytics (NYSE: CWAN) has announced its acquisition of Enfusion (NYSE: ENFN), a move that will establish a comprehensive,...

A key theme emerged from The Wealth Mosaic’s US WealthTech Vendor Forum: strategic investors, particularly Corporate Venture Capital...

OneVest, a comprehensive wealth management technology platform, announced this week the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, and Pivot Investment Partners. “We are tackling massive challenges in an industry that’s been traditionally slow to adop

We had a great time at The Wealth Mosaic’s first ever US WealthTech Vendor Forum and the AI toolkit roadshow. The conference was full of...

We are delighted to welcome Max Livingston as our newest intern supporting the deal execution team at WealthTech Strategy Partners! Max...

This past year has been an amazing ride for the WealthTech community with startups and incumbents working together to pioneer innovation....

Orion, a universal tool for financial advisors and enterprise firms, has announced its acquisition of Summit Wealth Systems, a powerful...

JP Morgan pushes into self-directed trading with possible implications for WealthTech and wealth management. Wants to be a "top five"...

The "UP-universe" is expanding : Uptiq.AI  has acquired UpSwot , a provider of financial data integration technology, to strengthen...

Fispoke, a WealthTech innovator, announced a capital raise exceeding $2 million, including a $1.5 million investment from The Founder's Chair, a collaborative platform connecting founders with strategic partners and investors. The funding will support Fispoke’s efforts to expand its banking and lending integration capabilities, develop strategic partnerships, and drive revenue growth. Its platform enables financial advisors to seamlessly integrate private banking and lending