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The shift toward alternatives in wealth management is accelerating, and Fidelity’s latest move proves it’s not slowing down.    Last week, Fidelity Investments announced a strategic partnership with Envestnet to roll out alternative investment capabilities via custom model portfolios. The offering allows eligible RIAs to access private market strategies such as interval funds, tender offer funds, and alt ETFs via Fidelity’s open-architecture model platform. These models are n

Another big funding round from the East for a digital advice/self-directed trading platform. Syfe raised a $53million Series C round lead by two UK family offices who are apparently bashful and were not named. Existing investors Unbound and Valar (Peter Theil) also participated. Syfe is a direct-to-consumer digital advice and investing platform serving the mass affluent market, which they define as slightly lower than the way we think about mass affluent in the US. They opera

German digital advice and investing platform Scalable Capital announced that it raised $177 million (€155 million) in a funding round led by Sofina and Noteus Partners, both new investors. Existing investors that also participate included Blaterton Capital, Tencent, and long-term investor HV Capital. BlackRock, an existing investor, did not appear to participate. This brings the total capital raised so far to $535 million. Scalable Capital is a self-directed investing platfor

Boston, MA – June 3, 2025 – WealthTech Strategy Partners, the only investment bank solely focused on WealthTech, today announced the...

May 27, 2025 - WealthTech Strategy Partners, the only investment bank solely focused on WealthTech advisory, has announced the addition...

BetaNXT, the WealthTech who, among other things, is looking to streamline the middle and back office of wealth management, has acquired...

Bengaluru-based WealthTech Stable Money has raised $20 million in a Series B round led by The Fundamentum Partnership Fund, a first-time investor. They were joined by existing investors Matrix Partners, RTP Global. and Lightspeed India. Naman Finance was also a new investor. The round was valued at $130 million post-money, up from $55 million last summer and $16.5 million the summer before that. Not too shabby. Stable Money is a platform that allows individual investors to ch

eToro's French subsidiary, eToro Patrimoine, has teamed up with French insurance giant Generali to offer PERs (the French version of an IRA) and insurance directly to its users. We see this as yet another sign that day-traders are "growing-up" and saving for retirement. As Millennials and and even some Gen Z enter the accumulation phase of their lives, we expect to continue to see the self directed trading platforms offer more accommodations for long-term investors. This incl

Cairo-based investment platform Thndr has announced a $15.7 million funding round (USD) led by Prosus Ventures and joined by notable backers including Y Combinator, BECO Capital, JIMCO, Endeavor Catalyst, and Raba. This raise brings Thndr’s total funding to $37.76 million and signals a new phase of regional expansion across the Middle East.    Founded in 2020 by Ahmad Hammouda and Seif Amr, Thndr has emerged as a digital-first brokerage platform designed to democratize invest

etops, a Swiss-based WealthTech platform owned by Pollen Street Capital, has acquired German-based retirement planning software firm...