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Join date: Apr 4, 2023

Posts (102)

Jan 17, 20261 min
Alpaca Raises $150mm to become the Newest WealthTech Unicorn
Alpaca has announced the closing of a $150 million Series D funding round led by Drive Capital, propelling the company to a $1.15 billion valuation. As a self-clearing broker-dealer and API-first platform, Alpaca provides the foundational technical layer that allows fintechs and financial institutions to embed stock, ETF, options, and crypto trading into their own applications. This latest capital injection is supplemented by a $40 million line of credit to further bolster the company's...

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Jan 15, 20261 min
Hong Kong-Based UAEC Raises $30mm
Dena Investment Limited recently completed a strategic investment of thirty million dollars in UAEC to support the development of UAEC, a comprehensive digital wealth technology ecosystem. This capital injection from the Hong Kong based trust services institution underscores a growing interest from professional financial entities in platforms that combine robust compliance with advanced technical capabilities. The partnership aims to explore new pathways for asset management in the digital...

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Jan 13, 20261 min
What Really Needs to Happen for Alts2Wealth to Become Mainstream
Executive Summary   Alts2Wealth will not succeed through distribution alone -- it will require fundamental changes in how alternatives are onboarded, subscribed to, administered, reported, and understood.   Four pillars must improve together for Alts2Wealth to become mainstream: Technology and operational scale Advisor and investor education Data quality, analytics, and due diligence Clearing and custody rails standardized and scaled   Technology must make 3 low-scale operations highly...

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Kendrick Wakeman, CFA

Kendrick Wakeman, CFA

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