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Apex Fintech Solutions announced that they have acquired AdvisorArch, a WealthTech company that enables automated rebalancing and direct...

Wealthfeed is a platform that uses AI to try and identify which of an advisor's clients and prospects are experiencing a "Money in Motion" event. Examples might be inheritance, sale of a home, or sale of a business. It fits in with our AI WealthTech theme which we call "CoCoDec," which is by no means a catchy name, but it is shorter than "Compliance, Communication, Data Enrichment and Cleaning." By reaching out during a money in motion event, the company claims that closure

MSCI announced that it has acquired Foxberry, an index creation and analysis platform with a modern user interface. Many WealthTech...

This is the first article we have seen where some VCs were complaining about the entry of Corporate Venture Capital into the early stage...

Today saw another example of a strategic investment in the wealthtech space.

OneAdvisory, a firm that provides unified data management for wealth management firms, announced that they closed an $8mm Seed round lead by F-Prime. Amongst the new faces in the round were Valor Equity Partners and two strategics, The Compound Capital Fund I (Ritholtz) and Flyover Capital (Mariner). This is perhaps an extension of the theme of strategics making minority investments in the tools that they feel can solve pain points that they themselves have. Makes perfect sen

Vestwell raised $125mm in a Series D to continue it's mission to close the savings gap for Americans. Although the release did not give a valuation, Bloomberg is reporting that people familiar with the transaction estimate it to be around $1 billion (1) . They have raised approximately $240mm to date according to Crunchbase, so the valuation is not a stretch given the market penetration they have been able to achieve. If true, it would be one of the few WealthTech unicorns ou

Last week, ABN AMRO announced that it was acquiring European-based neobrokerage BUX for an undisclosed amount. Earlier this year, BUX had...

TMX Group (Toronto Stock Exchange) announced that they were acquiring VettaFi (ETF Trends, ETF Database, Advisor Perspectives, and...

BNY Mellon and Lunate, a $50b Abu Dhabi based private equity/alts firm, are teaming up to build-out an entire end-to-end advisor platform from the ground up for the MENA market. And they are going to spend $300mm doing it. It's certainly not the sort of thing you see every day. Building from scratch is a wonderful pleasure. Done correctly, it allows you to harness all that is exciting about the tech advances we have had over the last 10 years. But greenfield tech projects at