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Yesterday, SigFig announced a major rebrand to Tandems.ai , marking a sharp pivot from its early identity as a robo-advisor to a provider of an AI-native wealth operating system designed for financial institutions. This evolution reflects both industry trends and SigFig’s long-term strategy: moving beyond direct-to-consumer robo models toward enterprise-grade, AI-driven infrastructure that streamlines advisor workflows and scales personalized advice. The new platform integrat

Pave Finance, a New York–based WealthTech specializing in portfolio management software, announced the close of a $14 million oversubscribed seed round, exceeding its initial $10 million target. The financing will accelerate the commercial rollout of its AI-powered, institutional-grade wealth management platform, which is designed to bring sophisticated quantitative tools—once reserved for hedge funds and asset managers—directly to financial advisors and their clients. Pave’s

iCapital has made a strategic investment in Tangible Markets, deepening its commitment to solving the liquidity challenges of private markets. Through this partnership, Tangible’s technology for facilitating secondary transactions—including periodic auctions, qualified matching services, and NAV-based lending—will be integrated into the iCapital platform by late 2025. This development will provide wealth managers, asset managers, and institutional investors with new ways to r

Dispatch ( Dispatch.io , not Dispatchit.com ), a WealthTech data orchestration firm, raised $18m in Series A funding, bringing total capital to $30m. The round, led by Brewer Lane Ventures with backing from major insurance venture arms and existing investors, will accelerate AI-driven workflows and automation. Dispatch’s platform eliminates manual data tasks, streamlines onboarding, and reconciles client information across systems, enabling accurate AI insights. Adopted by Ma

Allasso, a Swiss options analytics platform, has announced that it raised $3mm in seed capital from a VC and some high net worth investors. We have increased the size of their logo on our post in recognition of the fact that they did this despite a historically slow market for early stage funding. Crunchbase is reporting that global early stage funding was off 44% from just July. Granted, it was August, but that is a substantially larger drop than normal and it is already off

Gusto, the fast-growing online payroll provider, announced that they are acquiring Guideline, the online 401(k) plan provider. Terms of...

We have a little end-of-Summer romance going on north of the border as Wealthsimple, the Toronto-based personal trading and investing...

The race to provide wealth management clients with easier access to alternatives is well underway. Over the past eight months we have...

Carlyle, the US-based private equity firm, announced today that they are acquiring Intelliflo, the UK-based end-to-end advisor platform...

Basic Capital, an innovative 401(k) platform, announced that it has raised a $25mm Series A round led by Lux Capital and Forerunner Ventures. Apart from being a rare 401(k) platform built on a modern tech stack, they offer participants the ability to leverage their returns by lending them $4 for each $1 they invest. The general idea is that the investors get to potentially compound their savings faster, so long as the market goes up. In return, Basic Capital gets a decent int