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Lightyear Raises $23mm, Hits $1b Assets on Platform
Lightyear, a pan-European self directed trading platform, announced that they raised $23 million in a Series B round. It was lead by...
Jul 281 min read


Yieldstreet Raises $77mm for Comprehensive Alts Platform
Yieldstreet, a WealthTech out to democratize access to alternative asset classes, announced that they have raised $77mm to bolster their...
Jul 241 min read


SS&C Acquires Calastone for $1 Billion
SS&C announced that they have acquired Calastone, the UK-based global funds network for approximately $1 billion. SS&C will fund the...
Jul 221 min read


Eton Solutions Raises $58mm in Series C Round
Eton Solutions, a WealthTech platform servicing family offices, announced a $58mm Series C Round lead by Navis Capital Partners. The...
Jul 191 min read


SEI Acquires Majority Stake in Advisory Firm Stratos for $527mm
SEI, the US WealthTech platform, announced that it was acquiring a majority stake in the wealth management firm Stratos Wealth. SEI will...
Jul 191 min read


d1g1t Gets Strategic Investment and Partnership from RBC
d1g1t, a Canadian WealthTech platform, announced a partnership and strategic investment from RBC. RBC will invest an undisclosed amount...
Jul 191 min read


Retirable Raises $10MM Series A - Peak 65 Thesis on Parade
Retirable, a New York-based WealthTech firm working to fill the retirement advice gap for folks who don't have easy access to advice,...
Jul 192 min read


Alpaca Acquires UK-Based WealthKernel
Alpaca, a self-clearing API infrastructure for embedding stock, fixed income, and crypto trading, announced that they are acquiring...
Jul 121 min read


iCapital Raises $820mm
iCapital announced that they have raised over $820mm in a funding round lead by T Rowe Price and SurgoCap Partners. Other noteable...
Jul 101 min read


Savvy Wealth Raises $72M Series B to Expand Tech-Enabled RIA Platform
A large funding round from Savvy Wealth, the all-in-one RIA platform, was announced earlier this week. Savvy Wealth not only raised a...
Jul 32 min read
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