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Sep 24, 20231 min read
Another Insurance/WealthTech Strategic Acquisition
DPL Financial Partners: a turnkey platform that allows advisors to incorporate insurance products into their practice is acquiring...
Sep 23, 20231 min read
Tuck-in Acquisition or Transformation?
Thinktum: a Canadian based, modular, low code insurance underwriting solution that, at least partially, services wealth managers Agrees...
Sep 12, 20231 min read
More Evidence of the Appetite for Tuck-in WealthTech Acquisitions
Yahoo! Finance acquires investor social news network Commonstock in first acquisition since going private Yahoo Finance announced the...
Sep 1, 20231 min read
The September WealthTech Strategy Monthly Challenge
For this month's WealthTech Strategy Challenge, we ask that you stop leading with your demo when you present to a prospect. Back in the...
Jun 5, 20232 min read
WealthTech Strategy Partners Acquires qSpur Consulting for Turnaround Services
BOSTON, MA -- WealthTech Strategy Partners, a strategic advisory service focused exclusively on WealthTech, announced today that it has...
May 19, 20232 min read
Only 6-9 Months of Runway Left
PitchBook is reporting that the average early stage company has only 6-9 months of runway left. That is a danger zone in this new funding...
May 11, 20231 min read
Startup Valuations Drop Again in 1Q23
PitchBook has released their 1Q23 US VC Valuations Report and the conclusion can be fairly well summed up in one quote: "We estimate that...
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