Carlyle, the US-based private equity firm, announced today that they are acquiring Intelliflo, the UK-based end-to-end advisor platform...

Basic Capital, an innovative 401(k) platform, announced that it has raised a $25mm Series A round led by Lux Capital and Forerunner...

Cache, a Canadian-based firm that allows investors to swap large equity positions for diversified portfolios, announced that it raised...

Last week, we looked at how and who in WealthTech is rushing to launch functionality around alternatives. Today, we took a step back to...

Objectway, a global end-to-end WealthTech platform based in Italy, has sold a majority stake to private equity firm Cinven. This is...

Uptiq, an AI-enabled lending platform for the wealth management channel with an emphasis in Securities Based Lending, announced that it...

GeoWealth, the Chicago-based Turnkey Asset Management Program provider, announced that it has received a $38 million investment from...

At the start of the year, Larry Fink published his annual letter, “The Democratization of Investing.” In it, he didn’t just talk about...

Crunchbase is running an article this morning reporting on the upturn in startups buying other startups. It's not quite back to the heady...

Chicago-based private equity firm GTCR announced that it has acquired FMG Suite, the marketing automation platform for insurance and...