top of page
  • LinkedIn

WealthTech Safari - Jan 2, 2026

ree

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


  • Quarterly Report from Morningstar and PitchBook Brings New Transparency to Asset Classes and Direct Lending

  • Atkins and B/D Advocates Align On Alts in 401(k)s

  • Family Office Software & Technology Report 2025

  • 10 experts predict what's next for AI in wealthtech in 2026

  • Day of reckoning coming over 401(k) participant data

  • WealthTech in Southeast Asia: Private Wealth, Digital Transformation, and the Outlook for 2026 and Beyond

  • PowerUp Raises $12M Series A

  • UK Fractional Bond Trading App WiseAlpha Raises Money on Crowdcube


Link to content:


© 2026 WealthTech Strategy Partners LLC

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC.  WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities.

bottom of page