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Flex has raised $60 million in Series B financing led by Portage, bringing its total equity funding to $105 million as it accelerates its mission to build an AI-native private bank for mid-market business owners. The company positions itself as a unified financial platform that supports owners across personal and business needs, addressing the long-standing gap between small-business tools and enterprise-level financial infrastructure. Flex reported rapid growth over the past

First Rate Ventures has led the seed investment in bQuest, a Denver-based Care Intelligence Platform designed for financial advisors supporting clients through aging, end-of-life, and after-loss transitions. The partnership will embed bQuest’s AI Care Agents directly into advisor workflows, combining automated guidance with human concierge support. Marshall Smith, Managing Director at First Rate Ventures, said the platform addresses a widening advisory need: “The days of pick

Nevis formally launched its unified AI platform for wealth management and disclosed $35 million in Series A funding from Sequoia Capital, ICONIQ and Ribbit Capital, bringing total investment to $40 million in under a year. The company aims to remove administrative work that slows advisory firms, positioning its system as an engine for meeting preparation, client follow-ups, account openings and service tasks. Nevis reports that it already supports RIAs overseeing more than $5

Deutsche Börse, a global exchange company and operator of the largest stock exchange in continental Europe, has entered exclusive talks to acquire Allfunds, the largest European funds distributor, in a nonbinding proposal valued at about six billion dollars, roughly half cash/half stock. This represents almost a 32% premium to the closing price of Allfunds on Thursday and signals renewed intent after earlier considerations dating back to 2020. Allfunds’ board agreed to open f

Indosuez Wealth Management has acquired a 70 percent stake in Wealth Dynamix, a London-based fintech specializing in Client Lifecycle Management solutions for private banks, wealth management, and asset management firms. Founded in 2012, Wealth Dynamix develops technology that supports prospecting, onboarding, KYC review and a 360-degree view of client relationships. The deal deepens cooperation that began in 2019 among Indosuez, its outsourcing subsidiary Azqore, and the Wea

Groww’s public debut this week has marked a major moment for India’s fast-growing WealthTech sector. The parent company, Billionbrains Garage Ventures, listed at ₹112, which was about 12% above its issue price of ₹100. The stock continued to build momentum throughout the session and eventually closed nearly 29% higher at ₹128.85.     With a market capitalization now approaching ₹9 billion, this is the largest Indian fintech listing of 2025 and a clear sign of how strong inves

FNZ has raised US$650 million in new equity from its major institutional shareholders, giving the global wealth-management platform added financial strength as it continues to scale. With assets on platform now at US$2.1 trillion, five times higher than in 2020, the company said the additional capital will help it invest further in technology, product development and global delivery. The round also included participation from several of FNZ’s largest clients, a signal that ke

FE fundinfo has acquired Contengo, a UK technology provider specializing in performance reporting, wealth analytics, and data migration solutions for independent financial advisers. The acquisition will integrate Contengo's capabilities into FE fundinfo's Nexus platform as a new Command Deck module, designed to centralize client and business data for advisers. Contengo's data engine collects transaction and client information from adviser platforms and back office systems int

Edward Jones has expanded its partnership structure as part of a broader effort to modernize ownership and succession within the firm. The move adds new tiers of partnership that could open the door for more financial advisors to participate in equity-style incentives. According to a report by AdvisorHub , the St. Louis-based firm hinted that the changes may precede a potential capital raise, marking one of the first public acknowledgments that Edward Jones could seek outside

Westlake, Texas–based Charles Schwab , a leading wealth management and brokerage firm, announced plans to acquire Forge Global Holdings , a San Francisco–based private markets fintech platform, in a transaction valued at approximately $660 million. Forge operates one of the largest marketplaces for private company shares, facilitating over $17 billion in transactions, and provides investors with direct and indirect access to private market opportunities. Schwab said the acqui