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WealthTech Safari – January 23, 2026


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

  • DOL, White House Near Release of Proposed 401(k) Alts Rule 

  • Edelman Moves to Orion for Tech Stack 

  • Flanks and FinReg360 launch EDX: Europe’s first standardized financial data exchange protocol 

  • Groww steps up wealth play via MF and portfolio management solutions 

  • Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe 

  • OneDigital Introduces Private Investments Within Personalized Portfolios for Defined Contribution Plans 

  • Schwab Plans to Ramp Up, Expand RIA Lending Options for Clients 


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