WealthTech Safari - Dec 19 2025

Updated: 1 day ago

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following:

BondWave CEO Explores Tech Trends Shaping The Fixed Income Space
Artificial Intelligence in Wealth Management: Opportunities, Risks, and the Path Forward
Inside the 2026 T3 Conference and AI University
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
IncomeConductor Aims to Boost Annuity Modeling with Updates
Revolut to Recruit Team to Expand Wealth Management Services
Q4 2025 US Evergreen Fund Landscape Preview
InvestiFi joins ICBA ThinkTECH to expand Investing from Checking
Introducing the Future View Toolkit 2025
Wealthfront Goes Public With 2.1 Billion Valuation
Sequoia Financial Group Hired Arch to Automate Alts Data and Its ‘Pain’ Testimonial Led to a 1099 Integration with Schwab Advisor Services for Mutual Clients
SEC 2026 Exam Priorities and Considerations
FINNY Raises $17M Series A to Scale AI Prospecting for Advisors
U.S. Retirement Markets 2025 (Cerulli)
Advisor360° Launches Industry’s First AI-Native Advisory Experience for Firms of Every Size, Model and Stage

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