Apex Acquires AdvisorArch
Apex Fintech Solutions announced that they have acquired AdvisorArch, a WealthTech company that enables automated rebalancing and direct...
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Mar 131 min read
Wealthfeed lands $2 million seed round for AI-enabled "Money in Motion" radar
Wealthfeed is a platform that uses AI to try and identify which of an advisor's clients and prospects are experiencing a "Money in...
Feb 81 min read
MSCI Acquires Foxberry
MSCI announced that it has acquired Foxberry, an index creation and analysis platform with a modern user interface. Many WealthTech...
Feb 61 min read
Pitchbook Reporting Corporate VCs Investing in Generative AI Companies
This is the first article we have seen where some VCs were complaining about the entry of Corporate Venture Capital into the early stage...
Jan 181 min read
Trust & Will Receives Strategic Investment
Today saw another example of a strategic investment in the wealthtech space.
Jan 121 min read
OneAdvisory Closes $8mm Seed Round and Rebrands
OneAdvisory, a firm that provides unified data management for wealth management firms, announced that they closed an $8mm Seed round lead...
Dec 23, 20232 min read
Vestwell Raises $125mm Series D
Vestwell raised $125mm in a Series D to continue it's mission to close the savings gap for Americans. Although the release did not give a...
Dec 18, 20232 min read
ABN AMRO Buys Trading App BUX
Last week, ABN AMRO announced that it was acquiring European-based neobrokerage BUX for an undisclosed amount. Earlier this year, BUX had...
Dec 14, 20231 min read
TMX Acquires VettaFi
TMX Group (Toronto Stock Exchange) announced that they were acquiring VettaFi (ETF Trends, ETF Database, Advisor Perspectives, and...
Nov 22, 20232 min read
BNY Mellon and Lunate Team Up to Build $300mm WealthTech
BNY Mellon and Lunate, a $50b Abu Dhabi based private equity/alts firm, are teaming up to build-out an entire end-to-end advisor platform...
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