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Ortolani, A. (2026, January 22). Edelman moves to Orion for tech stack . Wealth Management. https://www.wealthmanagement.com/financial-technology/edelman-financial-engines-moves-to-orion-for-wealth-tech ·       Edelman Financial Engines has transitioned its entire technology stack to Orion after maintaining an eight-year relationship with rival provider Envestnet. ·       The registered investment advisor currently manages over $308 billion in assets and supports a network of

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: DOL, White House Near Release of Proposed 401(k) Alts Rule  Edelman Moves to Orion for Tech Stack  Flanks and FinReg360 launch EDX: Europe’s first standardized financial data exchange protocol  Groww steps up wealth play via MF and portfolio management solutions  Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe  OneDigital Introduces Private Investment

AssetPlus has raised $19.5 million in a growth funding round led by Nexus Venture Partners with participation from existing investors Eight Roads Ventures and Rainmatter. The Chennai-based company operates a digital infrastructure platform that serves over 18,000 mutual fund distributors across India. This capital infusion follows a previous funding round and will be used to deepen the company technology stack and broaden its product offerings. While mutual fund distribution

Wint Wealth has raised $27 million in a Series B funding round as it looks to expand access to fixed income products for India’s growing base of retail investors. The company focuses on structuring and distributing yield-oriented and asset-backed fixed income opportunities that have historically been difficult for individuals to access. The new capital will be used to support product expansion, strengthen platform capabilities, and scale operations as the company grows its ro

Atomic Insights secured 10 million dollars in seed funding led by Aquiline Capital Partners to transform payment infrastructure for the wealth management industry. The company provides a specialized platform that automates and centralizes complex financial workflows such as bill pay and money movement. This technology is designed to serve registered investment advisors and family offices that manage significant client assets. Other participants in the funding round included N

Harvest Group recently announced its acquisition of Firstance as part of a strategic plan to strengthen its presence in the European wealth management sector. Based in Italy, Firstance specializes in providing a private life insurance distribution platform that connects institutional partners with a wide range of insurance products. Harvest is a French software company that provides tools for financial planning and wealth management professionals. This acquisition allows Harv

Alpaca has announced the closing of a $150 million Series D funding round led by Drive Capital, propelling the company to a $1.15 billion valuation. As a self-clearing broker-dealer and API-first platform, Alpaca provides the foundational technical layer that allows fintechs and financial institutions to embed stock, ETF, options, and crypto trading into their own applications. This latest capital injection is supplemented by a $40 million line of credit to further bolster th

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: 2025 WealthTech Market Update: The WealthTech Mirage What Really Needs to Happen for Alts2Wealth to Become Mainstream SimCorp and MSCI expand collaboration to streamline investment managers' access to private market data Notre Dame FCU invests in CU WealthNext to own infrastructure. WealthTech 2026 – The top 10 trends in view for a fast-moving sector Wealthfront sto

Executive Summary On paper, the 2025 numbers are strong, with $6.6 billion raised across 153 deals. But the most important takeaway from this data isn't that funding is bouncing back, it’s who got left behind. The reality is that this recovery has almost entirely skipped over the earliest stages of the market. While total capital is climbing, Seed and Series A activity is still in a slump. It confirms a tough truth for the industry: while the big players are finding their foo

Dena Investment Limited recently completed a strategic investment of thirty million dollars in UAEC to support the development of UAEC, a comprehensive digital wealth technology ecosystem. This capital injection from the Hong Kong based trust services institution underscores a growing interest from professional financial entities in platforms that combine robust compliance with advanced technical capabilities. The partnership aims to explore new pathways for asset management