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SS&C announced that they have acquired Calastone, the UK-based global funds network for approximately $1 billion. SS&C will fund the...

Eton Solutions, a WealthTech platform servicing family offices, announced a $58mm Series C Round lead by Navis Capital Partners. The funds will be used to build out their AI roadmap and scale their AtlasFive core technology offering. This brings the total raised by Eton to close to $120 million. They have approximately $1 trillion of assets on their platform and 800 of the world's wealthiest families, giving Addepar a run for its money. Based in North Carolina, Eton has clien

SEI, the US WealthTech platform, announced that it was acquiring a majority stake in the wealth management firm Stratos Wealth. SEI will...

d1g1t, a Canadian WealthTech platform, announced a partnership and strategic investment from RBC. RBC will invest an undisclosed amount alongside JAM Fintop and d1g1t will integrate their robust risk and analytics solution into the RBC ecosystem. d1g1t will use the proceeds to accelerate their roadmap and further expand their North American client base, so it's a big huzzah for Canadian WealthTech and North American clients. This is essentially a textbook example of how stra

Retirable, a New York-based WealthTech firm working to fill the retirement advice gap for folks who don't have easy access to advice, announced that they have secured a $10mm Series A round from a near panoply of strategic investors. This brings the total raised by the firm to almost $26mm. We believe it is an excellent validation point for the Peak 65 thesis and the rising importance of the distribution side of advice. Peak 65 refers to the fact that more people in the US wi

Alpaca, a self-clearing API infrastructure for embedding stock, fixed income, and crypto trading, announced that they are acquiring...

iCapital announced that they have raised over $820mm in a funding round lead by T Rowe Price and SurgoCap Partners. Other noteable strategics participated including State Street, Temasek, UBS, and Bank of NY. The round was reportedly valued at $7.5 billion. We see this as yet another point of validation for the thesis of increased alternative use in wealth management. Blackrock estimates that over $20 trillion of wealth management assets will be invested in alternatives by 20

A large funding round from Savvy Wealth, the all-in-one RIA platform, was announced earlier this week. Savvy Wealth not only raised a whopping $72million Series B round, but they did so with new strategic and venture money. Existing investors appear to have all participated as well.    Savvy Wealth combines proprietary advisor technology with in-house investment management, compliance, and operational support. They recruit advisors onto their platform, enabling them to serve

Wealthfront, the pioneering robo‑advisor based in Palo Alto, has confidentially submitted a draft registration statement to the U.S. Securities and Exchange Commission, marking the first public indication of an initial public offering (IPO) in its more than decade-long journey.    Founded in 2008, Wealthfront has built a reputation for automated, low‑cost investing and wealth management. With approximately $85 billion in assets under administration, it serves over one million

On June 2, TP ICAP Acquired Neptune Networks to Build an Integrated Electronic Bond Trading and Data Business   TP ICAP, a major global...