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Morgan Stanley announced that Revere , an AI-powered platform for managing alternative asset portfolios, has joined its 10th cohort in...

We are delighted to announce that Rishi Agrawal has joined WealthTech Strategy Partners in an internship role to support our deal...

Cerity Partners announced last week that it is acquiring Touchdown Ventures, a leading provider of advisory services for corporate...

We are delighted to announce that Mason Morris has joined WealthTech Strategy Partners in an internship role to support our deal...

We are delighted to announce that Alex Olesinski has joined WealthTech Strategy Partners in an internship role to support our deal...

We are delighted to announce that Michael Wuest has joined WealthTech Strategy Partners to bolster our deal prep and execution team....

https://www.wealthtechstrategy.com/post/robinhood-acquires-pluto Robinhood announced last week that it has acquired Pluto Capital, an...

Feel free to swing by our presentation during the FinTech Scaling Workshop on Tuesday, June 25 or schedule a 1:1 conversation with...

WealthOS , a London-based WealthTech startup that provides a modular platform for building wealth management apps, announced that it has closed its £4mm Seed round. The round saw heavy participation from Barclays and is another example of a financial services firm making a minority investment in solutions that solve known pain points. In fact, it is fair to say that Barclays is out ahead of the pack on the corporate venture capital front as it is not only an active investor,

Egyptian financial conglomerate EFG Hermes, the largest brokerage firm in MENA, amongst other things, has made a minority investment in...