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We believe TAMPs/OCIOs and their international equivalents (MPS, DFMs, MAs, etc) are the key players in bringing the democratization of...

Morningstar has announced its agreement to acquire the Center for Research in Security Prices (CRSP) from the University of Chicago for...

ZILO, a London-based provider of asset and wealth management software, has raised $27 million in a Series A2 funding round led by...

Finary, a Paris-based Personal Financial Management platform founded in 2021 by Mounir Laggoune and Julien Blancher, has raised €25...

Arch has secured $52 million in a Series B round to scale its private markets infrastructure tools. The funding will support product expansion, particularly a feature called Arch Pay, as well as development of real-time reporting, automation of capital calls, and enhanced workflow across document collection and data aggregation.     The round was led by Oak HC/FT, with participation from existing investors Craft Ventures, Quiet Capital, and Menlo Ventures among others. Arch a

We are delighted to announce that Tangia Zheng has joined WealthTech Strategy Partners in a Fall Internship role to support our Deal...

We are excited to welcome Aidan Cartlidge to our Fall Internship Program with the Deal Execution Team at WealthTech Strategy Partners!   ...

We are delighted to announce that Ashton Yates has joined WealthTech Strategy Partners in a Fall Internship role supporting our Deal...

INTERVIEW WITH THE WEALTH MOSAIC: QUICK SUMMARY: The WealthTech market is entering a pivotal stage marked by both significant opportunity...

Marloo, an Auckland-based WealthTech selling AI-enabled workflow software into UK/ANZAC advisor market, has secured US$2.7 million in pre-seed funding, led by Blackbird Ventures and supported by prominent fintech figures including Revolut’s Chief Legal Officer Tom Hambrett and former Adyen COO Sam Halse. Experiencing 45% month-on-month growth, Marloo is tackling outdated software that still burdens financial advisers by automating routine tasks such as note-taking, document d