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WealthTech Safari Feb 13, 2026

  • 22 hours ago
  • 4 min read

Updated: 2 hours ago

Your guided tour of the interesting events in WealthTech for the week



Alina Invest Secures $22.5 Million in Financing for User Acquisition 

  • Alinea Invest has obtained a $22.5 million credit facility from PvX Partners to scale its AI-powered investment platform for Gen Z and female investors. 

  • The use of non-dilutive capital for marketing highlights a growing industry trend where fintechs prioritize performance metrics over traditional equity dilution to fund growth. 


Sidekick Raises $10.6 Million to Expand Personal Investing Platform 

  • London-based Sidekick secured $10.6 million in Series A funding to provide mass-affluent professionals with private market access and Lombard lending products. 

  • By bridging the gap between retail apps and private banks, Sidekick is positioning itself to capture the "rich-but-not-wealthy" segment through sophisticated digital credit. 

Knote: Instead of marketing their personal trading and investing app to the entry-level investor, Sidekick looks to service more sophisticated investors by offering things like private assets, customized indexing, margin, and cash management (bank slicing). It’s an interesting point of differentiation, in my view. 


Goodfin Launches AI Agent Platform for Private Market Investing 

  • Goodfin Go has debuted an automated system featuring over 30 specialized AI agents to manage research, compliance, and documentation for private equity investments. 

  • This AI-native approach significantly lowers the operational barriers to alternative assets, allowing accredited investors to manage complex late-stage venture deals with minimal manual oversight. 


Max Launches Comprehensive Private Banking and Lending Capabilities for RIAs  

  • Max has expanded its automated cash management platform to include private banking and specialized lending infrastructure for Registered Investment Advisors. 

  • Enabling advisors to provide competitive credit and banking directly within their ecosystem strengthens the RIA value proposition against large integrated wirehouses. 

Knote: Don't let those clients get within 20 nautical miles of a Chase branch! 


CIO Group Launches COLOR AI, an Advanced Multi-Asset Multi-Strategy AI for Institutional-Grade Portfolios 

  • CIO Group introduced COLOR AI, a deep-learning platform designed to identify market inefficiencies and manage risk dynamically across global asset classes. 

  • The platform represents the democratization of hedge-fund-style quantitative modeling, providing wealth managers with high-performance computational tools for institutional-grade portfolio construction. 


Altruist Adds AI Tax Planning to Hazel Platform 

  • Altruist integrated AI-powered tax planning into its Hazel platform, enabling advisors to generate personalized strategies from uploaded financial documents without manual entry. 

  • By automating the high-friction task of tax modeling, Altruist is moving beyond simple custody into high-value planning services that deepen the advisor-client relationship. 


Intelliflo launches AI Suite ‘Intelliflo IQ’ for adviser platform 

  • Intelliflo has partnered with Multiply to launch Intelliflo IQ, a suite of AI tools that automates client interaction documentation and data entry. 

  • Claiming an 85% reduction in administrative workload, this integration signals a shift toward "invisible" back-office automation where AI handles the heavy lifting of data hygiene. 


Nasdaq Launches New Private Capital Indexes, Expanding its Private Capital Solutions 

  • Nasdaq released three new private capital indexes to provide transparent benchmarking for venture capital and buyout fund performance using eVestment data. 

  • Standardized indexing is a critical prerequisite for the broader adoption of alternative assets, as it provides the performance context necessary for traditional portfolio allocation. 

Knote: Ultimately, we need indexes to really get the Alts2Wealth movement into high gear. We need indexes to give advisors and allocators understanding on how to use alternatives, what the risk/reward is, and how they can be mixed into a public asset portfolio. We all say that people should not invest based on past performance, but everyone still does. 


Grab Enters U.S. Wealth Market with Stash Acquisition  

  • Southeast Asian giant Grab has agreed to acquire a controlling 50.1% stake in the U.S. investment app Stash for $425 million. 

  • This acquisition allows Grab to export Stash’s fractional investing and AI coaching technology to its massive Southeast Asian user base while securing a foothold in the American market. 

Knote: Well, we didn’t see this one coming. I’m not sure the ultimate purpose is to enter the US market with this, but it is perhaps a nice benefit. I think they are going to be more interested in rolling out Stash-like products across their massive user base in SE Asia and, hopefully, South Asia. Note that their press release said the initial investment was at an enterprise value of $425 million, but we believe that is just what they paid for the first 50.1%, which makes more sense given that Stash has raised approximately $670 million to date. 


Dispatch Announces Upcoming Early Access to Industry-First Automated Schwab Account Onboarding API 

  • Dispatch has opened a waitlist for a new API that automates the account opening and funding process specifically for the Charles Schwab platform. 

  • By providing straight-through processing for onboarding, Dispatch is addressing one of the most persistent operational bottlenecks in the independent wealth management space. 


The Oasis Group and Practifi Release White Paper on CRM Selection in Wealth Management 

  • The Oasis Group and Practifi published a research paper identifying data architecture and change management as the primary drivers of CRM success. 

  • The paper highlights that a unified data model is no longer just an organizational preference but a fundamental requirement for firms intending to deploy AI. 

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