Indosuez Wealth Management has acquired a 70 percent stake in Wealth Dynamix, a London-based fintech specializing in Client Lifecycle Management solutions for private banks, wealth management, and asset management firms. Founded in 2012, Wealth Dynamix develops technology that supports prospecting, onboarding, KYC review and a 360-degree view of client relationships. The deal deepens cooperation that began in 2019 among Indosuez, its outsourcing subsidiary Azqore, and the WealthTech.  The...

Kendrick Wakeman, CFA, Co-Founder and CEO of WealthTech Strategy Partners, spoke at Suffolk University Business School in October 2025 on how tech, regulation, and demographics are reshaping wealth management.  WTSP believes WealthTech is entering a transformative era, driven by smarter technology, demographic change, and the convergence of institutional and retail models.  Generation X now sits at the center of the wealth ecosystem, already in their peak earning and inheritance years and...

Toronto-based fintech Wealthsimple has secured CAD $750 million (approximately USD $538 million) in new equity funding, led by Dragoneer Investment Group and GIC, valuing the company at about USD 7.2 billion. The round included a CAD 550 million primary raise and a secondary offering of up to CAD 200 million, with participation from ICONIQ, IGM Financial, Greylock, Meritech, Power Corporation of Canada, and new investor CPP Investments.  Founded in 2014, Wealthsimple offers a comprehensive...