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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 era while maintaining a focus on security and stable growth for high net worth and institutional clients. UAEC serves as a technology provider that integrates finance with sophisticated quantitative trading engines and intelligent asset allocation tools for the wealth management industry. The company is transitioning from a primary trading platform into a full service wealth technology provider that helps advisors and institutions navigate complex global markets. By leveraging its professional expertise and compliant operational framework, the firm provides the infrastructure necessary for managing diverse digital and traditional assets. The new funding is specifically earmarked for the continued optimization of intelligent quantitative trading systems and the expansion of adaptive asset allocation tools. Additionally, both companies will work together to enhance global payment networks and financial access to improve connectivity between digital assets and real world financial scenarios. This strategic move is significant for integrators and wealth managers because it accelerates the availability of secure and efficient tools designed for professional investors globally. https://www.barchart.com/story/news/37020931/dena-trust-makes-usd-30-million-strategic-investment-in-uaec-to-co-build-a-new-digital-wealth-technology-ecosystem

MAIA Technology has successfully completed a Series A funding round led by Molten Ventures to secure approximately 5.3 million dollars in new capital. The company intends to utilize these funds to accelerate its product development cycle and broaden its market presence throughout the investment management sector. This financial milestone marks a significant step for the firm as it seeks to strengthen its operational capabilities and programmatic technology offerings. The company provides a modern portfolio management platform designed to help investment managers oversee complex portfolios more efficiently. Its software integrates portfolio analysis with compliance and trading workflows into a single system to remove legacy technical debt and improve real time transparency. By streamlining reporting and risk management functions the platform provides a single source of truth that supports data driven decision making for investment teams. The technology acts as a replacement for ageing manual systems and supports flexible workflows within existing operational environments. The focus of this expansion remains on developing the platform in close partnership with clients to provide clarity and control across core investment workflows. With this new capital the team plans to broaden its integrations and refine features. By combining deep domain expertise with flexible technology the firm aims to position itself as a key player in supporting portfolio management. This growth reflects the increasing demand for purpose built software that can consolidate data from multiple sources while keeping clients at the center of every decision. Link to Article

Aquilance recently secured a 16 million dollar investment from Ten Coves Capital. This transaction marks the first institutional capital raise in the history of the firm which has operated for nearly four decades. Based in Connecticut, the company provides personal financial management and administrative services specifically designed for ultra high net worth families and family offices. Originally founded as My Accountant in 1987, the firm rebranded in 2021 to reflect its evolving mission within the wealth management landscape. The capital infusion follows a series of strategic leadership hires aimed at scaling the company’s technological capabilities and market reach. CEO John Carey, formerly of Envestnet, leads a team of executives with backgrounds in banking and wealthtech. These leaders are focused on building a more scalable infrastructure to move down market. While the firm previously served clients with a net worth averaging 100 million dollars, it is now targeting individuals with assets starting at 10 million dollars through partnerships with large financial institutions and registered investment advisors. This development aligns with the growing trend of family office as a service where technology is used to deliver high touch administrative support to a broader segment of wealthy individuals. Aquilance intends to use the funding to accelerate platform development and expand its go to market strategy within the home offices of large RIAs. By automating bill pay and accounting, the platform allows advisors to focus on core financial advice while providing clients with a verticalized money movement experience. This move strengthens the integration between administrative services and the broader WealthTech ecosystem. Link to Article

iAltA Holdings, a private markets infrastructure company backed by WestCap, recently announced its acquisition of BridgeFT. BridgeFT operates as a cloud-native and API-first wealth infrastructure provider that serves financial institutions and registered investment advisors. This move aims to strengthen data connectivity across both the wealth management and private markets sectors by integrating specialized software capabilities into the iAltA ecosystem. BridgeFT has established itself as a leader in helping technology companies and advisors unify portfolio and client data through its WealthTech API platform. By offering a single open API for financial data and analytics across various custodians, the company helps firms reduce the complexity of managing multiple bespoke integrations. Bill Crager, a founding partner at iAltA, noted that this acquisition addresses the persistent disconnect between evolving client needs and fragmented technology systems. This strategic acquisition aligns with the broader industry trend known as Alts2Wealth. As alternative investments become a more significant part of modern client portfolios, wealth managers require robust data infrastructure to operate across public and private markets simultaneously. The combination of these two companies provides the normalized and scalable foundation needed for advisors to deliver better insights and outcomes within a unified digital environment. Knote : We continue to believe that technology infrastructure is actually one of the gating factors for the Alts2Wealth movement. Some folks are placing their bets on marketplaces, which is fine, but we don't feel that is a gating factor for Alts2Wealth, largely because we feel TAMPs will do all the research and discovery for advisors. Where the big problem lies is how do you take a low-scale process like investing in alts and scale it to mass-affluent scale. We need many infrastructure improvements and iAlta is definitely heading in the right direction on this. We have a white paper coming out on this shortly, so stay tuned (and feel free to sign up for the newsletter at the bottom of wealthtechstrategy.com if you want it hot off the press). Link to article

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 Link to content:

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: BondWave CEO Explores Tech Trends Shaping The Fixed Income Space Artificial Intelligence in Wealth Management: Opportunities, Risks, and the Path Forward Inside the 2026 T3 Conference and AI University Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts IncomeConductor Aims to Boost Annuity Modeling with Updates Revolut to Recruit Team to Expand Wealth Management Services Q4 2025 US Evergreen Fund Landscape Preview InvestiFi joins ICBA ThinkTECH to expand Investing from Checking Introducing the Future View Toolkit 2025 Wealthfront Goes Public With 2.1 Billion Valuation Sequoia Financial Group Hired Arch to Automate Alts Data and Its ‘Pain’ Testimonial Led to a 1099 Integration with Schwab Advisor Services for Mutual Clients SEC 2026 Exam Priorities and Considerations FINNY Raises $17M Series A to Scale AI Prospecting for Advisors U.S. Retirement Markets 2025 (Cerulli) Advisor360° Launches Industry’s First AI-Native Advisory Experience for Firms of Every Size, Model and Stage Link to content:

Powerup Money recently closed a $12 million funding round led by Peak XV Partners to scale its digital wealth management operations in India. The company focuses on providing a technology-driven investment experience for retail investors and the mass affluent segment. This capital injection marks a significant milestone as the firm seeks to broaden its reach in one of the world's fastest-growing financial markets. The platform leverages sophisticated algorithms and a user-centric interface to streamline the investment process for individuals who have traditionally lacked access to high-quality advisory services. By automating portfolio construction and management, Powerup Money aims to lower the barrier to entry for professional wealth management. The startup intends to utilize the new funds to enhance its product suite and invest in proprietary technology. This development highlights the increasing interest from venture capital firms in the Indian fintech landscape, particularly in the wealth management vertical. As digital adoption continues to rise, platforms like Powerup Money are positioned to play a critical role for advisors and integrators looking for scalable solutions. The funding will also support hiring efforts as the company expands its engineering and customer success teams. Knote: If I were younger, I would be in India right now starting a direct-to-consumer savings and investment business. VC money is piling in and rightfully so, in our opinion. With the rapid growth of the mass affluent class in India far outstripping the human advice resources, WealthTech platforms are poised for rapid growth, almost whether they like it or not.

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 cover:   The true timing of the Great Wealth Transfer Why “next generation” clients are not who most firms think How demographic math reshapes inheritance expectations Why Generation X matters most over the next 5 to 10 years Why Millennials are still the most contested generation The cost of waiting too long to build Millennial relationships How scalable systems enable early engagement without over-servicing What it means to design for Gen X now and Millennials later   Read our full report here:

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 business development process.    The platform provides wealth managers with a suite of tools for content creation and client engagement while maintaining a focus on data cleaning and personalization. This technology allows advisors to move away from manual prospecting by using artificial intelligence to detect signals in the market that indicate money in motion. These capabilities are intended to help firms capture assets from the ongoing wealth transfer and the increasing number of individuals entering retirement.    The application of artificial intelligence for prospecting and content creation is currently considered one of the most effective uses of technology within wealth management. While AI is highly useful for managing massive unstructured data sets and client engagement, industry experts suggest it remains less suitable for regulated activities like specific investment advice or portfolio construction. FINNY aims to utilize these strengths to help advisors scale their businesses by focusing on the initial stages of the client acquisition lifecycle.

Wealthfront made its public debut today, raising $485 million and achieving a market valuation of $2.1 billion. The Palo Alto-based fintech, known for its automated investing portfolios, saw its stock trade relatively flat, closing up just 1% on its first day. The company now serves 1.3 million customers and manages approximately $90 billion in assets, solidifying its position as a major independent player in the digital wealth space following a shelved acquisition attempt by UBS in 2022. Financial disclosures reveal that the company has reached profitability, a significant milestone for standalone robo-advisors. For the fiscal year ended July 31, 2025, Wealthfront reported $339 million in revenue—a 26% increase year-over-year—and $123 million in net profits. Much of this recent success is attributed to its high-yield cash accounts, which have attracted substantial assets. Moving beyond automated investing, the firm recently announced plans to expand into the mortgage market to broaden its service offering. The successful listing turns a failed $1.4 billion buyout into a larger exit for long-time backers like Tiger Global, DAG Ventures, Index Ventures, and Ribbit Capital. CEO David Fortunato, who took the helm in 2021, emphasized a focus on product development immediately following the listing. With nearly half a billion dollars in fresh capital and a profitable business model, Wealthfront is now positioned to compete more aggressively against both traditional incumbents and fellow fintech challengers in the race to serve mass affluent investors. Knote: It wasn't a 90s-style "big pop" affair, but it was priced a good 50% above the 2022 UBS bid, so backers can't be complaining. What remains to be seen is if this will help encourage people to start investing in VC funds again, the relative absence of which has been a drag on the early-stage funding markets. In theory, we could perhaps see some return boosts from early Wealthfront backers, including DAG, which invested way back in 2009 when the company was called "kaChing".

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: With Biden-Era Fiduciary Rule Dropped, What Comes Next? Syfe Hits Profitability in Singapore and Secures New Funding Global WealthTech Market to Hit USD 21 Billion by 2031 FINRA Cautions Broker-Dealers to Catch 'Hallucinations' When Using Gen AI Affluent Investors Increasingly Turn to Robo-Advisors Airwallex lands $330 million - Backers might signify WealthTech rollout in US Alternative Managers Tighten Grip on US Life Assets Envestnet Announces Final 2025 Platform Enhancements How EverydayInvest is making investing universal Grantd Launches Equity Compensation Advice Platform Link to content:

401GO, a Utah-based fintech modernizing small-business retirement plans, has raised thirty-three million dollars in Series B funding. The round introduced Centana Growth Partners as a new investor, while Next Frontier Capital, Rally Ventures, and Impression Ventures returned after backing earlier rounds. The company plans to use the capital to expand embedded partnerships with human capital management providers, financial institutions, and financial advisors while continuing to scale its technology, product lineup, and team. 401GO develops a fully owned 401(k) platform built to serve both financial advisors and employers. Advisors use the firm’s portal, dashboards, pricing tools, proposal builder, automated invoicing, and reporting capabilities to monitor plans and manage client relationships more efficiently. Employers rely on the platform’s streamlined setup, automated compliance, intuitive mobile experience, and customer support to deliver affordable retirement plans without the friction of legacy systems. The technology enables processes such as plan creation, maintenance, and participant onboarding to be completed in minutes, supported by dedicated service teams. The company now serves over five thousand employer clients and fifty thousand participants and manages more than one billion dollars in assets. As 401GO invests in expanded partnerships and product development, its advisor-led distribution model and employer-focused efficiency aims to broaden access to modernized retirement plans for small businesses seeking simplicity and advisors seeking scalable plan management. Link to Article