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MDOTM, a London-founded provider of AI-driven investment solutions for asset and wealth managers, has closed a $27 million growth equity round led by Expedition Growth Capital, bringing its total funding to $36.5 million. The round adds two new board members: Steve Twomey, a Partner at Expedition, and James Hays, chairman of IFC Advisors and former CEO of Wells Fargo Advisors, joining founders Tommaso Migliore, Federico Mazzorin and Federico Invernizzi. The capital will fund

Peluso, J. (2026, June 26). Thurston Capital expands advisor technology ecosystem. AdvisorHub. https://www.advisorhub.com/resources/thurston-capital-expands-advisor-technology-ecosystem/ Thurston Capital has expanded its advisor technology ecosystem through a series of strategic investments aimed at strengthening advisor resources, enhancing client engagement, and improving operational efficiency. Chief Experience Officer Regina Rudnick said the additions reflect the firm's c

Product — WealthFeed: An AI-powered prospecting and organic-growth platform for financial advisors that surfaces real-time "money-in-motion" intelligence (inheritances, liquidity events, business sales, promotions, retirements), warm-introduction paths, data enrichment, compliant outreach, and inbound web-lead capture. Customer — The Mather Group (TMG): A Chicago-based, fee-only, planning-led national RIA (founded 2011) serving high- and ultra-high-net-worth families, which h

Orion. (2026, June 29). Orion among the first in wealthtech to earn ISO 42001, the international AI management system standard. Business Wire. https://www.businesswire.com/news/home/20260629832926/en/Orion-Among-the-First-in-Wealthtech-to-Earn-ISO-42001-the-International-AI-Management-System-Standard Orion announced it has achieved ISO/IEC 42001 certification, the first international standard for artificial intelligence management systems, following an independent third-party

Hubbis. (2026, June 29). Maybank equips relationship managers with AI-driven advisory platform. Hubbis. https://www.hubbis.com/news/maybank-equips-relationship-managers-with-ai-driven-advisory-platform Maybank is introducing new AI-powered advisory tools to enhance its wealth management offering and support relationship managers with more data-led client engagement. The Malaysian banking group is rolling out Advisor Assist, a wealth advisory platform developed by wealth techn

The Fintech Times. (2026, June 27). Oxyfinz unveils free software initiative to bridge the UAE wealth management technology gap. The Fintech Times. https://thefintechtimes.com/oxyfinz-unveils-free-software-initiative-to-bridge-the-uae-wealth-management-technology-gap/ UAE-based wealthtech and data intelligence platform Oxyfinz has launched an SME growth initiative that grants select boutique firms free access to enterprise-grade portfolio management tools and data infrastruct

Margaria, S., Kim, H., Lim, J., Reyna, D., Roy, M., & Beogradlija, V. (2026, June 15). 2026 US model portfolio landscape. Morningstar. https://www.morningstar.com/en-us/business/insights/research/model-portfolio-landscape Third-party model portfolio assets reached USD 934 billion at the end of March 2026, a 46% increase over the trailing year and more than triple the level of Morningstar's first survey in June 2021, approaching the USD 1 trillion mark. BlackRock remained the

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 26, 2026 Edward Jones takes stake in elder-fraud startup Carefull • Edward D. Jones & Co., a 20,000-broker wirehouse, has taken a minority stake in Carefull, a fintech that monitors client accounts for signs of scams and cognitive decline, and will offer the service free to its 9 million clients. • With Americans over 60 reporting more than $7.7 billion in cyber-enabled fraud losses in 2025, the deal

Edward D. Jones & Co. has taken a minority stake in Carefull, a fintech firm that works to prevent elder financial fraud, according to an announcement. Carefull monitors client accounts and alerts the client or a trusted contact when it detects suspicious activity, scanning transactions, credit reports, email, home titles and other sources for signs of scams or cognitive decline. As part of the investment, the St. Louis firm's roughly 20,000 brokers can offer the service free

Wealth Management Staff. (2026, June 25). Hightower's next phase: Signature Wealth, Hightower One and the role of wealthtech. WealthManagement.com. https://www.wealthmanagement.com/ria-edge/hightower-s-next-phase-signature-wealth-hightower-one-and-the-role-of-wealthtech CEO Larry Restieri states that Hightower's next phase focuses on consolidating around its new brand, Hightower Signature Wealth, which he describes as the firm's in-house, fully integrated RIA model. Restieri