WealthTech Safari - Jan 2, 2026
- mason0917
- 4 days ago
- 1 min read

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
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