Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following:   Private Markets in 2026: M&A and Wealth Channel Will Drive Growth Again  Apex and Allfunds Join Forces to Expand Access to Offshore Investing for Global Investors  WealthTech in Southeast Asia: Private Wealth, Digital Transformation, and the Outlook for 2026 and Beyond  UBS Group AG: Rebuilding Global Wealth Tech and API-Driven Architecture  Fidelity and Oliver Wyman: Wealth...

We believe that while the Great Wealth Transfer is widely discussed, it is too often misunderstood. While Millennials will ultimately inherit the most wealth over time, Generation X is positioned to capture the largest share of inherited assets over the next decade. Firms that align strategy, service models, and technology with this reality will be best positioned to capture near-term flows while building durable relationships with the next generation of clients.   Here are the topics we...

FINNY has secured 17 million USD in Series A funding to expand its machine learning platform designed to help registered investment advisors address the organic growth squeeze. The investment round was led by various investors to support the company in providing automated prospecting and marketing tools for the wealth management industry. By leveraging unstructured data, the platform identifies potential clients for advisors and automates multi-channel outreach campaigns to streamline the...