Fi-Tek. (2026, September 23). Houston Trust Company goes live with Fi-Tek's Global Wealth Enterprise Solution™. PR Newswire. https://www.prnewswire.com/news-releases/houston-trust-company-goes-live-with-fi-teks-global-wealth-enterprise-solution-302888000.html Houston Trust Company has gone live on Fi-Tek's Global Wealth Enterprise Solution™ (GWES) as its core securities processing and accounting platform. The GWES implementation is intended to deliver integrated, straight-through processing across Houston Trust's wealth management operations while reducing operational risk through automation of major functions. Houston Trust is deploying the full GWES suite, including Performance+ functionality and Report Studio, the platform's newest addition. Kristie Barnett, Senior Vice President and Chief Trust Operations Officer of Houston Trust Company, stated the platform enables the firm to better respond to rapidly evolving client needs. Subir Chatterjee, President and CEO of Fi-Tek, characterized Houston Trust Company as a sophisticated client and affirmed the value of the ongoing partnership. Houston Trust will also use Fi-Tek's Unified Managed Account (UMA) solution to support a multi-manager strategy through a single account with multiple sleeves and added reporting and performance capabilities. Houston Trust Company is the largest private, independent, full-service trust company in Texas, holding more than $12 billion in fiduciary assets and serving approximately 350 relationships worldwide.

Savvy Wealth. (2026, September 23). Savvy Wealth announces the launch of Savvy Custodial Platform. Business Wire. https://www.businesswire.com/news/home/20260923656434/en/Savvy-Wealth-Announces-the-Launch-of-Savvy-Custodial-Platform Savvy Wealth, an AI-native wealth management platform for independent financial advisors, announced a custodial offering built specifically for registered investment advisor (RIA) owners and firms. The platform allows independent RIAs to onboard clients in approximately 90 seconds and transfer assets with minimal steps. The offering targets legacy custodial processes characterized by extensive paperwork and multi-day delays. Stated features include fully digital onboarding with no paper requirements and a user interface built around advisor workflows. The platform offers white-label customization that permits firms to retain their own brand identity, alongside integrated CRM, billing, trading, and reporting functions. Founder and CEO Ritik Malhotra stated that for an RIA owner, independence should extend to every account, every relationship, and every choice. Advisors registered with the existing Savvy RIA currently access the custodial integration, and the launch extends availability to the broader independent RIA market via a waitlist at savvywealth.com/custodial-platform.

Monetary Metals, a Scottsdale, Arizona based gold yield marketplace, announced on September 22, 2026 that it raised $10.5 million in its latest equity financing round. The round drew participation from a mix of existing and new shareholders and brings the company's total capital raised since its 2012 founding to nearly $25 million. The company operates a platform that lets gold owners earn a yield on their holdings by leasing gold to jewelers, refiners, mints and miners for inventory financing, a structure it calls gold fixed income. Monetary Metals says it has more than doubled gold deployment on the platform over the past year and was recently ranked in the top 8 percent of the 2026 Inc. 5000 list of the fastest growing private companies in the United States. Founder and CEO Keith Weiner said the continued investor support reflects growing recognition that Monetary Metals created a new category of gold ownership and leads that category. The new capital will fund continued development of the Gold Yield Marketplace platform. For advisors and wealth managers, the raise underscores rising interest in yield generating structures built around physical gold, an asset traditionally held for diversification rather than income, as a potential complement to fixed income allocations. Link to Press Release

Definedge, a Pune-based fintech and brokerage firm, has raised Rs 22 crore (approximately $2.3 million) in a pre-Series A round, bringing its total funding to date to Rs 30 crore (about $3.1 million). The round, announced September 22, 2026, included continuing investors Nitin Agarwal and D. Prasad alongside new backers Anant Jain and Sachin Kasera. Founded in 2021 by Prashant Shah and Rajesh Badiye, Definedge operates a full-stack wealth-tech ecosystem of more than 14 platforms for retail traders and investors, including the Opstra options analytics terminal, the Zone trading platform, the no-code algorithmic trading platform Algostra, the wealth creation platform Momentify, and the Gurukul learning ecosystem. Momentify has surpassed Rs 1,000 crore in assets under management and is targeting Rs 5,000 crore within 24 months, while the company says its overall user base has grown 125 percent over the past 14 months. The new capital will fund technology infrastructure and low-latency execution capabilities, along with scaling Zone and Opstra, expanding Algostra, and building out Momentify and Gurukul. The raise reflects continued investor appetite for platforms serving India's fast-growing base of self-directed retail traders, a market wealth management platforms and advisors globally are watching as it matures toward broader wealth services. Link to Press Release

Invesco. (2026, September 22). Invesco launches Personalised Investor Engine, a behavioural intelligence platform technology to help banks and wealth platforms turn savers into investors [Press release]. https://www.invesco.com/content/dam/invesco/uk/en/pdf/press/2026/invesco-launches-personalised-investor-engine-22-sep-26.pdf Invesco launched Personalised Investor Engine (PIE), a behavioural intelligence platform technology designed to help banks and online investment providers convert savers into long-term investors. The launch targets an estimated €10 trillion held in cash across Europe, which Invesco describes as one of the largest untapped customer activation opportunities in wealth management. PIE integrates into existing customer journeys, supports any asset class or product, and is designed to work alongside an institution's proposition rather than replace it. The platform profiles and segments users on traits such as confidence, composure, impulsivity, and financial comfort, with behavioural science expertise provided by Oxford Risk. PIE delivers tailored nudges and dynamic framing at onboarding, funding, first investment, top-up, and withdrawal moments to address individual behavioural barriers. Invesco is launching PIE in partnership with Zopa, a UK digital bank with a 1.5 million mass-affluent customer base. The platform was informed by a 6,000-participant Invesco study which found that trust in institutions and self-confidence are distinct barriers, and that rising cash balances tend to deepen fear of loss.

Appleseed Planner. (2026, September 22). Ex-Google PM launches Appleseed Planner, modeling $33 billion for tech workers. ACCESS Newswire. https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/ex-google-pm-launches-appleseed-planner-modeling-33-billion-for-t-1224909 Founder Adam Waaramaa announced the public launch of Appleseed Planner, a free financial planning platform now modeling more than $33 billion in assets across 11,000 users, after leaving his role as a Group Product Manager at Google. The platform began as a weekend project to help Waaramaa's wife determine whether she could safely leave her job, after he found existing tools either overly simplistic or too dependent on manual inputs. Appleseed runs an advisor-grade Monte Carlo simulator that automates life-event modeling, including housing costs after a move, college tuition, the private healthcare gap before Medicare, vehicle replacement cycles, and an "Adaptive Spending" feature for market downturns. A free "Spouse Share" mode lets couples review a plan together, while the paid Appleseed Pro tier adds live Plaid account syncing for users and spouses, a Roth conversion optimizer, and raw CSV exports for AI analysis. Appleseed Pro also includes a "Parent Admin" mode for building and managing plans for aging parents, with Medicare and elder care estimates and a view-only summary for the parents. The tool spread through internal channels at Google and then to employees at Meta, NVIDIA, and Amazon, with an average of $3 million in assets modeled per user. Users can stress-test plans in one click against scenarios such as an AI-driven layoff or a dot-com-style crash.

Milemarker. (2026, September 22). Milemarker launches Firm MCP, giving wealth management firms their own AI foundation across every system they use. EIN Presswire. https://www.einpresswire.com/article/942410070/milemarker-launches-firm-mcp-giving-wealth-management-firms-their-own-ai-foundation-across-every-system-they-use Milemarker, a Snowflake-native data platform for wealth management, launched Milemarker Firm MCP, a Model Context Protocol server that gives an advisory firm one governed AI connection across all of its data. Firm MCP includes more than 300 features covering data exploration, reporting, entitlements, data governance, workflows and application building. The server draws on the 140-plus custodians, CRMs, portfolio systems and planning tools already integrated with Milemarker, and maps them into shared canonical records for households, accounts and advisors. Legacy portfolio accounting platforms, in-house databases, spreadsheets and file-based feeds are brought into the same governed layer through secure file transfer, direct data sharing and email ingestion. The launch follows Anthropic's introduction of Claude for Financial Advisors with connectors from Charles Schwab, Orion, Envestnet, Addepar, Zocks and Wealthbox, which Milemarker positions as single-system views alongside its firm-wide layer. Role-based row access policies follow each user into every conversation, Firm MCP reads and builds without altering underlying source data, security-affecting changes run as a dry run first, and every platform change requires confirmation. Milemarker introduced its MCP server in May 2026 as a rollout to partner firms, and every client firm now has access to all 300-plus features with no waitlist.

Arcons Technology, Inc. (2026, September 21). Arcons Technology deploys billPort™ to modernize revenue management for leading $150B+ wealth management institution. PR Newswire. https://www.prnewswire.com/news-releases/arcons-technology-deploys-billport-to-modernize-revenue-management-for-leading-150b-wealth-management-institution-302884100.html Arcons Technology announced the deployment of billPort™, its client billing engine, at a national wealth management firm managing more than $150 billion in assets. The platform went live in Q2 2026 and now automates billing cycles across the firm's enterprise following a recent merger. The implementation provides centralized, rules-based billing infrastructure built for registered investment advisors and wealth enterprises managing complex fee schedules and multi-party account relationships. Founder and CEO Hemant More stated that large wealth enterprises cannot afford operational friction or calculation discrepancies when managing tens of thousands of complex household accounts. The solution replaces manual spreadsheets with automation, reducing quarterly invoice cycles from weeks to hours while maintaining regulatory compliance. Capabilities include an automated calculation engine for complex fee structures, composite billing for multi-tier household arrangements, direct multi-custodian invoicing with pre-formatted fee-deduction files, and audit-grade compliance reporting with historical audit trails. Founded in 1998, Arcons Technology provides billing, reporting, trading, and client portal software to investment advisory practices representing nearly $1 trillion in aggregate assets.

Business Wire. (2026, September 21). Fintech pioneer Bill Harris launches AI-powered financial advice app, Evergreen.ai. Yahoo Finance. https://finance.yahoo.com/technology/ai/articles/fintech-pioneer-bill-harris-launches-160800054.html Serial fintech entrepreneur Bill Harris announced the launch of Evergreen.ai, an AI-powered financial advice application offering personalized strategies across finances, retirement, investments, and taxes. The application is available immediately as an on-demand service through mobile and desktop browsers, with beta period registrants receiving complimentary access through January 1, 2028. Harris cited survey data indicating that 73% of American adults do not use financial advisors, with many turning instead to general-purpose AI chatbots. The platform provides calculation tools covering financial planning and cash flow projections, equity compensation, net worth tracking with linked accounts, home ownership analysis, retirement accounts, college savings, and tax optimization including tax-loss harvesting. Evergreen.ai pairs specialized language models with deterministic calculation engines that perform the actual tax and financial computations, a distinction co-founder and CTO Bryan Godwin framed as combining probabilistic models for communication with deterministic software for calculation. The platform uses encrypted data storage and Plaid for account linking, and states that user information is never sold or used to train public AI models. Evergreen.ai operates as a service of Evergreen Wealth Advisors, an SEC-registered investment advisor acting as a fiduciary, and Harris previously served as CEO of PayPal and Intuit and founded Personal Capital, which reached $23 billion in managed client assets. Knote: This is the right way to deploy AI advice - AI for the communication part but deterministic models for the advice part.

Crowwd, a New Delhi based wealth-tech platform, has raised $260,000 in a pre-seed round from more than 30 investors at an approximate valuation of $5.2 million. Backers include Dr Ritesh Malik, founder of Innov8, Three Words Capital, Sachin Panwar, YogaCleanAir co-founders Deepak Raina and Gaurav Nagar, France based Hexa Startup Studio, Dr Lal PathLabs independent director Somya Satsangi, and Share India Securities managing director Sachin Gupta. Crowwd began as a social community for retail investors built around a behavioral personalization framework that groups users into investor profiles. The company is now an AMFI registered mutual fund distributor and plans to add a brokerage platform and access to private markets on an introducer basis, moving from a content and community product toward a fuller wealth-tech stack. Ajitesh Gupta is co-founder and chief executive. The round is a small one by global standards, but it points to continued early stage interest in Indian wealth-tech platforms that pair investor engagement with distribution. For advisors and platforms watching the space, Crowwd's shift from community to mutual fund distribution and eventually brokerage is a familiar path for consumer investing apps building toward recurring, regulated revenue. Link to Press Release

Portage. (2026, September 16). Portage announces US$600M final close of Ventures Fund IV. https://portageinvest.com/blog/portage-announces-us600m-final-close-of-ventures-fund-iv/ Portage announced the final close of Portage Ventures Fund IV at approximately US$600M. Portage is a global fintech investment platform with US$7.0B in assets under management, and the close marks a decade of the firm's investments in financial technologies and services. Over ten years the firm has grown from its flagship Venture strategy into a platform spanning Venture, Growth Equity, and Secondaries strategies, with more than 140 portfolio companies across North America, Europe, and additional regions. New strategic Limited Partners joining the fundraise include Broadridge and Fifth Third Bank. Portage operates as Sagard's fintech investment platform and supports founders across wealth management, banking, insurance, and payments. Adam Felesky, Co-Founder and CEO, said that financial services would undergo a profound technological transformation and that "wealth management is entering the same kind of structural disruption that transformed banking a decade ago." Stephanie Choo, General Partner and Co-Head of Portage Ventures, said that "fintech has its own rulebook, and generic support won't give founders the edge they need to win." Knote: This is good news since they are one of the more active WealthTech investors. They have between 12-15 WealthTech investments live, depending on how you count it, including Alpaca, Wealthsimple, and Conquest.

Ridgeline, a cloud-native investment management platform, has raised $250 million in a Series E round that values the company at $1.425 billion. The round was led by founder and chairman Dave Duffield, with participation from Motley Fool Ventures, affiliates of Smead Capital Management, and Patrick O'Shaughnessy, CEO of Positive Sum. Motley Fool Ventures and Smead Capital Management are both Ridgeline clients, putting customer capital behind the round alongside the traditional investors. Ridgeline's platform unifies trading, portfolio accounting, compliance, reporting, and client servicing into a single system, replacing the six to nine legacy applications many firms currently stitch together, with AI built in to automate portions of that workflow. The company counts asset managers, wealth managers, and registered investment advisors overseeing a combined $750 billion in assets among its customers. Ridgeline said the new capital will expand its AI capabilities, broaden its managed services offering, and support entry into Canada and Europe. CEO Dave Blair said a unified platform paired with AI that can safely perform the work lets firms grow assets and serve more clients without a proportional rise in costs. For advisors and platforms watching the space, having existing customers write checks alongside venture investors is a notable vote of confidence in the product. MMnote: The round includes a group of customers which is even more validation than they could bring only as customers. Bravo! Link to Press Release