INTERVIEW WITH THE WEALTH MOSAIC: QUICK SUMMARY: The WealthTech market is entering a pivotal stage marked by both significant opportunity...

Marloo, an Auckland-based WealthTech selling AI-enabled workflow software into UK/ANZAC advisor market, has secured US$2.7 million in...

Yesterday, SigFig announced a major rebrand to Tandems.ai , marking a sharp pivot from its early identity as a robo-advisor to a provider...

Pave Finance, a New York–based WealthTech specializing in portfolio management software, announced the close of a $14 million...

iCapital has made a strategic investment in Tangible Markets, deepening its commitment to solving the liquidity challenges of private...

Dispatch ( Dispatch.io , not Dispatchit.com ), a WealthTech data orchestration firm, raised $18m in Series A funding, bringing total...

Allasso, a Swiss options analytics platform, has announced that it raised $3mm in seed capital from a VC and some high net worth...

Gusto, the fast-growing online payroll provider, announced that they are acquiring Guideline, the online 401(k) plan provider. Terms of...

We have a little end-of-Summer romance going on north of the border as Wealthsimple, the Toronto-based personal trading and investing...

The race to provide wealth management clients with easier access to alternatives is well underway. Over the past eight months we have...