Subscribe to our newsletter to get succinct alerts for all WealthTech deal activity including funding, acquisitions, strategic partnerships, and product launches

Alinea Invest has secured a $22.5 million user acquisition credit facility from PvX Partners to accelerate the growth of its digital advice platform. PvX provides non-dilutive capital specifically designed to help mobile applications scale their marketing efforts without requiring founders to surrender equity. This credit facility follows a $10.4 million Series A round in early 2025 and is intended to bring personalized investment services to a broader audience of first-time

Your guided tour of the interesting events in WealthTech for the week US wealth management in 2035: A transformative decade begins The US wealth management industry is entering a transformative decade driven by the convergence of AI technology, demographic shifts, and the transition toward integrated life management. Strategic adoption of agentic AI and M&A will be essential for firms to scale operations and establish new sources of trust through hyper-personalization. Click

JioBlackRock Investment Advisers. (2026, February 4). JioBlackRock Investment Advisers launches digital advisory platform for retail investors . https://economictimes.indiatimes.com/ Knote: This is yet another example of why we think the Digital Advice segment in India is one of the hottest WealthTech opportunities globally. JioBlackRock, a 50/50 JV between Jio Financial Services and BlackRock, has just launched a digital advice platform in India. Their digital reach should

FMG recently announced the acquisition of Testimonial iQ, a reputation management platform designed specifically for the wealth management industry. The acquired company will be rebranded as FMG Testimonials as part of an effort to integrate compliant testimonial and review tools into FMG's existing marketing suite. This transaction allows financial advisors and insurance professionals to collect and manage client feedback and Google Reviews while ensuring adherence to the SE

Digital asset infrastructure provider Talos has secured 45 million dollars in a Series B funding extension led by new investors including Robinhood Markets and Sony Innovation Fund. This latest injection of capital follows an initial 105 million dollars raised in 2022 and brings the total round to 150 million dollars. Existing backers such as BNY and Fidelity Investments also participated in the round which values the New York based company at approximately 1.5 billion dollar

Wealth.com . (2026, January 27). Wealth.com Launches Integrated Tax & Estate Planning Platform . https://www.wealth.com/resources/press/wealth-com-launches-tax-planning/ Wealth.com announced the launch of a next-generation tax planning solution that unifies tax strategy, estate planning, and execution workflows into a single platform for financial advisors. The platform addresses complex client needs such as multi-state residency, concentrated equity positions, and advanced t

French personal trading app Shares has reportedly entered exclusive negotiations to acquire 100% of Treezor from Société Générale. Treezor is a major European Banking-as-a-Service platform that provides the underlying infrastructure for accounts, payments, and card issuance to over 150 clients. This move follows a strategic pivot for Shares as it expands from a retail trading app into the broader wealth management and savings sectors. The acquisition would allow Shares to own

RIABiz. (2026, January 29). BNY appoints new Pershing chief in latest sign it wants to solidify No. 3 status among RIA custodians, executed by ex-Goldman Sachs CEO with cross-selling vision embedded in the culture . https://riabiz.com/a/2026/1/29/bny-appoints-new-pershing-chief-in-latest-sign-it-wants-to-solidify-no-3-status-among-ria-custodians-executed-by-ex-goldman-sachs-ceo-with-cross-selling-vision-embedded-in-the-culture BNY has appointed a new leader for its Pershing d

Focal. (2026, January 28). Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions . Business Wire. https://www.businesswire.com/news/home/20260128785792/en/Focal-Partners-With-Shaping-Wealth-to-Deliver-Science-Backed-Behavioral-Coaching-That-Strengthens-Advisor-Client-Interactions WealthTech platform Focal has announced a strategic partnership with Shaping Wealth to integrate behavioral finance coaching in

McKinsey & Company. (2026, January 29). US wealth management in 2035: A transformative decade begins . https://www.mckinsey.com/industries/financial-services/our-insights/us-wealth-management-in-2035-a-transformative-decade-begins   The US wealth management industry is entering a decade defined by the convergence of AI technology, demographic shifts, and evolving consumer trust.  Wealth management is expected to transition from traditional investment advice toward integrated