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Acuity Trading recently announced a strategic growth investment in MarketReader to enhance its financial intelligence ecosystem. Acuity Trading provides market and trade intelligence solutions for global brokers and financial institutions while MarketReader specializes in explaining real time market price movements. The partnership combines the alternative data capabilities and global distribution of Acuity Trading with the specialist market move attribution technology develo

Inabinet, J., & Sun, Y. (2026, May 13). Anthropic slams tokenized equity instruments, tanks onchain pre-IPO share prices. Yahoo Finance / Bloomberg. https://finance.yahoo.com/news/anthropic-slams-tokenized-equity-instruments-190547070.html Anthropic has officially warned investors that any unauthorized transfers of its private shares through tokenized products or secondary marketplaces are void and carry no legal value. The company updated its investor warning to explicitly n

Misonzhnik, E. (2026, May 11). Franklin Templeton Launches New Private Markets Models with Corastone. Wealth Management. https://www.wealthmanagement.com/alternative-investments/franklin-templeton-corastone-team-up-on-private-market-models Franklin Templeton has collaborated with digital platform Corastone to launch multi-asset private market model portfolios. These models provide investors with diversified exposure to private equity, private credit, private real estate, and

Marloo has announced a significant shift in its product strategy to move beyond its origins as a meeting notetaker for financial advisers. The company is repositioning itself as a broader artificial intelligence partner that integrates deeply into the adviser workflow by automating document creation and administrative tasks. This transition aims to address the growing demand for efficiency within wealth management firms that need to scale their operations while maintaining hi

Bullish To Acquire Equiniti For $4.2 Billion To Drive Tokenized Securities Adoption Bullish, a regulated digital asset exchange, has entered into an agreement to acquire Equiniti from Siris Capital Group in a transaction valued at $4.2 billion. This strategic move unites a high growth digital finance platform with a leading provider of shareholder and transfer agency services. Equiniti currently supports approximately 70 percent of the companies listed on the FTSE 100 and ma

Upadhyay, H. (2026, May 11). Exclusive: Centricity in talks to raise $30 Mn round led by MUFG and SIG. Entrackr. https://entrackr.com/exclusive/exclusive-centricity-in-talks-to-raise-30-mn-round-led-by-mufg-and-sig-11822996 Wealthtech startup Centricity is currently in negotiations to secure approximately $30 million in a new funding round led by MUFG and SIG. This potential investment is expected to value the Gurugram-based company at $250 million, effectively doubling

Pulse 2. (2024, May 6). Wells Fargo Launches Advisor Gateway Platform With AI-Powered Tools for Financial Advisors. https://pulse2.com/wells-fargo-launches-advisor-gateway-platform-with-ai-powered-tools-for-financial-advisors/ Wells Fargo has introduced Advisor Gateway, a unified desktop platform designed to streamline workflows for financial advisors by integrating various applications and tools. One of the latest capabilities integrated into Advisor Gateway is 'Propo

Werman, R. (2026, May 6). BlackRock’s Aladdin, RedBlack unveil updates targeting alts gaps. InvestmentNews. https://www.investmentnews.com/fintech/blackrocks-aladdin-redblack-unveil-updates-targeting-alts-gaps/266471 BlackRock and RedBlack recently launched new technology integrations designed to improve data analytics and trading workflows for alternative investments. BlackRock’s Aladdin platform expanded its private credit capabilities by integrating asset-level benc

Southall, B. (2026, May 5). Anthropic launches private-label financial AI 'agents' on same day as Schwab enters artificial intelligence fray, and its shares rise with LPL, Raymond James. RIABiz. https://riabiz.com/a/2026/5/6/anthropic-launches-private-label-financial-ai-agents-on-same-day-as-schwab-enters-artificial-intelligence-fray-and-its-shares-rise-with-lpl-raymond-james Anthropic launched ten specialized AI agents designed to automate complex financial services w

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of May 1st, 2026 Advyzon Disrupts Enterprise Tech Market with $676 Billion Citi Wealth Management Partnership Advyzon secured a major contract to provide the technology infrastructure for Citi Wealth’s $676 billion in assets. This deal marks a significant expansion for Advyzon, which has traditionally focused on serving smaller independent RIAs. Read More → RFG Advisory Adds Zocks CEO to their Board of Directors and In