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Vestwell, who started out as a Workplace 401k provider, and since, has expanded, recently secured $385 million in Series E funding to expand the modern savings ecosystem. This investment round was led by Sixth Street Growth and Blue Owl Capital with participation from several major financial institutions including Morgan Stanley and Franklin Templeton. The company provides the underlying technology for a variety of savings programs such as 401k plans and ABLE accounts which a

Avantos, an AI layer for onboarding and servicing clients, recently completed a $25 million Series A funding round led by Bessemer Venture Partners, bringing its total capital raised to $35 million. The investment featured participation from major strategic partners including Vanguard, SEI, and The Guardian Life Insurance Company of America. This capital injection follows a $10 million seed round led by the MIT affiliated E14 Fund in 2024. The New York based company provides

Aviva Investors. (2026, February). Aviva Investors seeks to tokenise products with Ripple. https://www.avivainvestors.com/en-gb/about/company-news/2026/02/aviva-investors-seeks-to-tokenise-products-with-ripple Aviva Investors has announced a partnership with Ripple to explore the tokenization of its investment funds and financial products. The collaboration utilizes Ripple’s blockchain infrastructure to represent traditional assets as digital tokens on the XRP Ledger. This in

Burgess, R. (2025, February 14). Edward Jones Adds Cash Flow Optimization to Services . WealthManagement.com . https://www.wealthmanagement.com/smas/edward-jones-adds-cash-flow-optimization-to-services Edward Jones has introduced a new cash flow optimization tool designed to help clients manage their spending and saving more effectively. The feature is powered by Envestnet’s MoneyGuide technology to provide a comprehensive view of a client's financial health. Financial adviso

Stable Money, an Indian WealthTech startup that has built a self-directed fixed income platform, has secured $25 million in a pre-Series C funding round. Peak XV Partners led the investment with participation from existing backers including Z47, RTP Global, and Fundamentum Partnership. This latest capital infusion brings the total funding raised by the firm to $65 million and values the company at approximately $175 million. The platform allows retail investors to compare and

Uptiq has successfully secured $25 million in Series B funding to accelerate the deployment of its artificial intelligence platform for financial institutions. Curql led the investment round with participation from several strategic partners including Silverton Partners, 645 Ventures, and Broadridge. This new capital follows a previous $12 million round in October and brings the total equity funding to approximately $70 million. The company provides a proprietary orchestratio

Bengaluru-based digital advice startup Otto Money has successfully closed a $1.3 million pre-seed funding round led by Pravega Ventures. The capital injection also saw participation from a group of prominent angel investors including Rishi Kohli and founders from InMobi and NoBroker. Founded in 2025 by former engineering leaders from Cohesity and Google, the company is developing a platform designed to provide institutional-grade financial guidance to the growing population o

Funds Society. (2024, February 7). Mariner Partners with State Street to Use its Charles River Wealth Management Platform. https://www.fundssociety.com/en/news/business/mariner-partners-with-state-street-to-use-its-charles-river-wealth-management-platform/ Mariner has entered into a strategic partnership with State Street to implement the Charles River Wealth Management platform across its national advisory business. The collaboration is designed to modernize Mariner’s techno

https://www.investmentnews.com/wirehouses/morningstar-warns-robinhoods-new-venture-fund-a-potential-disaster-for-investors/262121 Kelly, B. (2025, September 16). Morningstar warns Robinhood's new venture fund a potential 'disaster' for investors . InvestmentNews. Robinhood Markets recently registered Robinhood Ventures Fund I, a closed-end fund designed to provide retail investors access to private, pre-IPO companies. Morningstar analyst Bryan Armour issued a stark warning, l

Your guided tour of the interesting events in WealthTech for the week Alina Invest Secures $22.5 Million in Financing for User Acquisition  Alinea Invest has obtained a $22.5 million credit facility from PvX Partners to scale its AI-powered investment platform for Gen Z and female investors.  The use of non-dilutive capital for marketing highlights a growing industry trend where fintechs prioritize performance metrics over traditional equity dilution to fund growth.  Click he