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When using someone's Calendly link to schedule a meeting, don't type your name where it says "Name". Instead, type the subject so people...

WealthTech Strategy Partners announced today that Craig Iannucci has joined its board of consultants. Craig comes to WealthTech Strategy...

Archive Intel, a firm founded by industry veteran Larry Shumbres to combine communication archiving and compliance screening, announced that they raised a $1mm Seed Round from early-stage VC fund Social Leverage. From our standpoint, it's nice to see a VC stepping up and sole-funding a WealthTech startup. Hopefully, that is another signs of a thaw in the funding market. Of course, it also probably helps that it solidly falls into one of our thesis opportunities for WealthTech

Altruist, the RIA custodian challenger built on modern technology, announced yesterday that they had raised $169mm in a Series E round valuing the company at $1.5B+. This crosses them over into "Unicorn" territory after narrowly missing last year with a Series D valuation of reportedly $962mm. So with $450mm of funding raised, a $1.5b valuation in about 6 years, and having reportedly grown revenue by 550% last year, it is worth pausing to look at what is going on here. Withou

Midas, which is a Turkish version of Robinhood, announced that they have raised a $45mm Series A round, claiming it to be the largest early stage fintech funding round in Turkey to date. The round was lead by Portage, a Toronto VC firm, and had participation from 5 other venture capital firms, which is a nice sign. The round builds on their $11mm Seed round in 2022. This perhaps illustrates a theme we have been watching: growth of robo advice and investor self-service in geog

iCapital, an alternative investment platform for the wealth management industry, announced that they will acquire Mirador, a data...

NewRetirement, a comprehensive financial planning and financial wellness platform serving individuals and enterprise clients, announced that it has raised $20mm in a Series A funding round. The round was lead by existing investor Allegis Capital and quite a few other VCs, some of which are new faces to NewRetirement, from what we can tell. We like seeing that. Several Corporate Venture Capital arms also participated, namely Nationwide Ventures and Northwestern Mutual Ventures

WealthTech Strategy Partners welcome Brian Colville as the newest team member. He has over 25 years of experience in the industry, most...

Belong, a UK-based personal savings and investing app, emerged from stealth mode and announced that they have raised a $3.7mm Pre-Seed funding round. That appears to be quite sizeable compared to the typical pre-seed raise, which is usually around $500,000 (1) . In fact, it is reportedly "the largest such round ever secured by female founders in Europe" (2) . The deal was lead by Octopus Ventures and joined by several prominent industry figures. We have not seen the platform

Copilot Money, a personal financial management app similar to the old Mint.com, has raised a $6mm Series A round led by Adjacent. Prior to the Series A, Copilot had raised an undisclosed amount in a Seed round, but since it was undisclosed, we feel it might not have been very much. All the better for them. This perhaps raises awareness for a branch of WealthTech that we don't talk about much: personal financial management. I programmed my first personal accounting system back