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Jul 10, 20241 min read
WealthTech Strategy Partners Adds to Its Execution Team
We are delighted to announce that Michael Wuest has joined WealthTech Strategy Partners to bolster our deal prep and execution team....
Jul 8, 20241 min read
Robinhood Acquires Pluto
Robinhood announced last week that it has acquired Pluto Capital, an AI-powered investment research and portfolio construction platform...
Jun 17, 20241 min read
WealthTech fundraising presentation at Morningstar conference
Feel free to swing by our presentation during the FinTech Scaling Workshop on Tuesday, June 25 or schedule a 1:1 conversation with...
Jun 4, 20241 min read
WealthOS Raises £4mm Seed Round Lead by Barclays
WealthOS, a London-based WealthTech startup that provides a modular platform for building wealth management apps, announced that it has...
May 24, 20241 min read
Another Win-Win for Corporate Venture Capital Investing
Egyptian financial conglomerate EFG Hermes, the largest brokerage firm in MENA, amongst other things, has made a minority investment in...
May 23, 20241 min read
Type the subject, not your name, into Calendly
When using someone's Calendly link to schedule a meeting, don't type your name where it says "Name". Instead, type the subject so people...
May 15, 20241 min read
Welcome Craig Iannucci!
WealthTech Strategy Partners announced today that Craig Iannucci has joined its board of consultants. Craig comes to WealthTech Strategy...
May 10, 20241 min read
Archive Intel Raises $1mm for Wealth Management Compliance
Archive Intel, a firm founded by industry veteran Larry Shumbres to combine communication archiving and compliance screening, announced...
May 3, 20241 min read
WealthTech's Latest Unicorn
Altruist, the RIA custodian challenger built on modern technology, announced yesterday that they had raised $169mm in a Series E round...
Apr 25, 20241 min read
Turkish Wealthtech Midas Raises $45mm Series A
Midas, which is a Turkish version of Robinhood, announced that they have raised a $45mm Series A round, claiming it to be the largest...
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