Subscribe to our newsletter to get succinct alerts for all WealthTech deal activity including funding, acquisitions, strategic partnerships, and product launches

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

Robinhood has launched a new mortgage offering for its Gold subscribers through an exclusive collaboration with Sage Home Loans, a digital-first mortgage lender. Eligible Robinhood Gold members can now access discounted mortgage rates up to 0.75% below the national average, along with a $500 closing credit for home purchases or refinances. The offer, available directly within the Robinhood app, builds on a summer pilot and reflects both firms’ focus on leveraging technology t

FundApps and SteelEye have announced their merger, creating a combined RegTech firm offering end-to-end compliance capabilities across the buy and sell sides. The transaction, backed by an additional equity investment from FundApps investor FTV Capital, aims to deliver a single solution that integrates surveillance, monitoring, reporting, and analytics into one comprehensive compliance platform. The merger brings together FundApps’ regulatory reporting expertise and SteelEye’

Morgan Stanley has announced an agreement to acquire EquityZen, a leading marketplace for pre-IPO investments. The move strengthens the firm’s leadership in private markets and builds on its ecosystem of services for private companies and shareholders. By integrating EquityZen’s issuer-aligned trading model with Morgan Stanley’s cap table and liquidity solutions, the firm aims to deepen its relationships with private companies while providing wealth clients and workplace part

While this report comes a few weeks after the October 15 transaction, the deal’s implications for the WealthTech landscape remain significant and worth a closer look. S&P Global has agreed to acquire With Intelligence, a leading provider of data and intelligence on the global asset management industry, from Motive Partners for approximately $1.8 billion in cash. The acquisition, expected to close in the first half of 2025 subject to regulatory approvals, strengthens S&P Globa

Kendrick Wakeman, CFA, Co-Founder and CEO of WealthTech Strategy Partners, spoke at Suffolk University Business School in October 2025 on how tech, regulation, and demographics are reshaping wealth management.  WTSP believes WealthTech is entering a transformative era, driven by smarter technology, demographic change, and the convergence of institutional and retail models.  Generation X now sits at the center of the wealth ecosystem, already in their peak earning and inherita

Technology infrastructure firm Cybrilla has raised an undisclosed pre-Series A funding round from 360 ONE Asset, Peak XV, and Groww through Groww’s early-stage venture strategy. The funds will expand Cybrilla’s product roadmap, strengthen integrations with asset management companies and distributors, and support operations. The company helps launch products for more than 25 asset managers and supports distributors, and wealth-tech providers through their 'Wealth OS' system. A

Reseda Group, a credit union service organization wholly owned by MSU Federal Credit Union, has partnered with Oregon-based Maps Credit Union to acquire Pocketnest, an AI-driven financial wellness platform. The move positions the technology as a central tool for helping credit unions deliver personalized financial education and actionable insights to their members. According to Reseda Group CEO April Clobes, the acquisition reflects a shared goal to make banking more accessib

Uptiq.ai has raised $12 million in new funding to accelerate the adoption of its flagship platform, Qore, and expand access to advanced AI capabilities for financial institutions of all sizes. The round was led by Silverton Partners with participation from Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital. The funding reflects increasing investor confidence in AI-native infrastructure built specifically for regulated financial services. Founded

October 30, 2025 - WealthTech Strategy Partners announced today that Gib Watson, CIMA, a former Vice-Chairman of Envestnet, has joined the firm as a Senior Advisor. Watson will play a key role in advancing the firm’s deal execution capabilities and deepening its strategic impact across the WealthTech ecosystem. With more than 40 years of experience in financial services and technology, Watson brings a distinguished record of leadership and innovation in asset management, weal