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

Business Wire. (2026, February 24). april Launches AI Tax Platform for Wealth Management Firms . https://www.businesswire.com/news/home/20260224545942/en/april-Launches-AI-Tax-Platform-for-Wealth-Management-Firms The embedded tax technology company april has introduced an integrated AI platform specifically designed for wealth management and advisory firms. The solution provides financial advisors with real-time visibility into client tax workflows, relevant documents, and ac

LPL Financial (2025, February 24). LPL Financial and Simplicity Group form strategic relationship to deliver specialized insurance products, operational support, and comprehensive training to LPL advisors [Press release]. https://www.lpl.com/news-media/press-releases/lpl-financial-simplicty-group-form-strategic-relationship-to-deliver-insurance-products-operational-support-training-to-lpl-advisors.html LPL Financial and Simplicity Group have established a strategic relationsh

Sherpas announced the closing of a $3.2 million seed funding round led by 1248, the family office of Mariner Wealth Advisors founder Marty Bicknell. Other participants included AUA Private Equity Capital and GoHub Ventures along with several strategic investors from the wealth management industry. This capital infusion arrives as advisory firms seek to modernize how financial advice is analyzed and delivered through the adoption of artificial intelligence. The company provide

Chowdhry, A. (2026, February 19). Orion Expands Integration With DPL Financial Partners To Embed Commission-Free Annuities In Orion Connect . Pulse 2.0. https://pulse2.com/orion-expands-integration-with-dpl-financial-partners-to-embed-commission-free-annuities-in-orion-connect/ Orion and DPL Financial Partners have expanded their integration to embed annuity comparison and analysis tools directly into the Orion Connect platform. The update provides financial advisors with sea

Door. (2024, June 18). Door launches alternative assets due diligence capabilities to meet surging wealth management demand . Door Insights. https://guidetodoor.com/insights/door-launches-alternative-assets-due-diligence-capabilities-meet-surging-wealth-management-demand Door has expanded its digital platform to help provide comprehensive due diligence capabilities specifically for alternative asset classes. The platform enhancement addresses the growing requirement for wealt

Breen, O. (2026, February 19). Vanguard discloses two bets (as client and investor) on one tiny startup's tech 'orchestration' powers—a symbiosis from heaven or hell, depending on how it goes with Avantos; it's going well, so far, with SEI, Mercer and others in the bet on the newcomer . RIABiz. https://riabiz.com/a/2026/2/20/vanguard-discloses-two-bets-as-client-and-investor-on-one-tiny-startup-to-solve-huge-problems-a-symbiosis-from-heaven-or-hell-depending-on-how-it-goes-wi

Sphinx has secured $7.1M in seed funding to expand its suite of AI-native agents designed to automate complex compliance tasks for financial institutions. The investment round was led by GGV Capital U.S. and included participation from several strategic investors and founders in the fintech space. Sphinx provides an agentic compliance workforce that integrates directly into existing firm infrastructures to handle manual reviews and data-intensive regulatory processes.  The co

Your guided tour of the interesting events in WealthTech for the week. Morningstar warns Robinhood's new venture fund a potential 'disaster' for investors Morningstar analyst Bryan Armour labeled Robinhood's new pre-IPO venture fund as a reckless move due to the firm's lack of investment management experience. Significance:  This critique highlights the growing tension between fintech disruptors attempting to democratize private equity and established research firms prioriti

Ortolani, A. (2026, February 13). Betterment Launches Pilot of RIA Referral Program. WealthManagement.com . https://www.wealthmanagement.com/ria-news/betterment-launches-pilot-of-ria-referral-program Betterment has launched the Betterment Advisor Network, a pilot referral program designed to connect retail clients with independent registered investment advisors on its custodial platform. The firm will charge participating RIAs an annual fee of 0.25% on the assets of clients r

Jump, a provider of artificial intelligence solutions for financial services, has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors such as Allianz Life Ventures and TIAA Ventures, alongside existing backers like Battery Ventures and Citi Ventures. This latest financing brings Jump’s total capital raised to $105 million, supporting its rapid growth from zero to 27,000 advisors in less than two years. The