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The WealthTech Safari: Week of June 5, 2026

  • Jun 5
  • 2 min read


WEALTHTECH SAFARI

A Guided Tour of WealthTech News

Week of June 5, 2026



DBS to Open 18 Wealth Centers Across Asia as Affluent Demand Grows 

  

  • DBS will open 18 new wealth centers across Asia to capture rising affluent demand. 

  • Signals intensifying competition for Asia's expanding high-net-worth client base. 




FMG: AI-Based Marketing Intelligence System Launched To Better Serve 80,000+ Advisors And Insurance Professionals 

  

  • FMG launched an AI-based marketing intelligence system serving over 80,000 advisors and insurance professionals. 

  • Advances AI-driven personalization in advisor marketing technology. 




Antler India Leads Pre-Seed Funding for Global WealthTech Startup Rovia 

  

  • Antler India led a pre-seed funding round for global WealthTech startup Rovia. 

  • Highlights growing early-stage investor appetite for cross-border WealthTech. 




WealthTech Strategy Partners Welcomes Former T. Rowe Price Executive Steve Larson as Senior Advisor 

  

  • WealthTech Strategy Partners appointed former T. Rowe Price executive Steve Larson as senior advisor. 

  • Strengthens the firm's strategic advisory depth with seasoned industry leadership. 




Your Regulator Isn't the SEC. Your Risk Is Bigger Than You Think. 

  

  • The article argues advisors face regulatory risks extending well beyond the SEC. 

  • Reframes compliance strategy around broader, often-overlooked oversight exposure. 




Robinhood launches forgivable loans for RIAs, preps wider referral rollout 

  

  • Robinhood launched forgivable loans for RIAs while preparing a wider referral rollout. 

  • Escalates Robinhood's aggressive push into the independent advisor market. 




Epiris Acquires Winterflood Business Services in UK Wealth Infrastructure Carve-Out 

  

  • Epiris acquired Winterflood Business Services in a UK wealth infrastructure carve-out. 

  • Reshapes ownership of critical UK wealth back-office infrastructure. 




Schwab elicits strong RIA reactions about planned wealth office expansion into local communities 

  

  • Schwab's planned wealth office expansion into local communities drew strong reactions from RIAs. 

  • Raises channel-conflict tensions between custodians and independent advisors. 




Larry Roth joins JIFFY AI advisory board as wealth tech race heats up 

  

  • Larry Roth joined JIFFY AI's advisory board as the wealth tech race intensifies. 

  • Lends industry credibility to JIFFY AI amid heightened competition. 




Robinhood, TradePMR Launch RIA Referral Program 

  

  • Robinhood and TradePMR launched a joint RIA referral program. 

  • Deepens Robinhood's distribution reach into the RIA channel. 




AlphaSense Raises $350M at $7.5B Valuation to Expand AI Market Intelligence Platform 

  

  • AlphaSense raised $350M at a $7.5B valuation to expand its AI market intelligence platform. 

  • Reinforces strong investor conviction in AI-powered financial research. 




Feel free to reach out if you want to discuss any of the above or if you just want to chat about WealthTech. We love talking WealthTech!


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