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Atomic Insights secured 10 million dollars in seed funding led by Aquiline Capital Partners to transform payment infrastructure for the wealth management industry. The company provides a specialized platform that automates and centralizes complex financial workflows such as bill pay and money movement. This technology is designed to serve registered investment advisors and family offices that manage significant client assets. Other participants in the funding round included Northwestern Mutual Future Ventures. This initiative aligns with the Family Office as-a-Service theme where technology brings high-touch and low-scale services down-market. The industry is shifting its focus toward offering a broader range of services to existing clients rather than simply increasing the number of clients served. For financial advisors and platform integrators this solution provides a secure workspace with a full audit trail for all transactions. Automating payment tasks reduces the risks and errors associated with manual data entry and disjointed systems. It enables firms to collaborate more effectively at the center of a client financial life while maintaining high standards of operational excellence. Source

Harvest Group recently announced its acquisition of Firstance as part of a strategic plan to strengthen its presence in the European wealth management sector. Based in Italy, Firstance specializes in providing a private life insurance distribution platform that connects institutional partners with a wide range of insurance products. Harvest is a French software company that provides tools for financial planning and wealth management professionals. This acquisition allows Harvest to integrate insurance solutions more deeply into its existing suite of advisory services. The deal brings together two significant players in the European market to create a more unified service offering for wealth managers and private banks. By combining Harvest expertise in financial software with Firstance specialized insurance platform, the new group aims to simplify complex wealth management workflows. The partnership focuses on providing advisors with better tools to manage client portfolios across different asset classes and jurisdictions. This consolidation reflects a broader trend of regional platforms scaling up to meet the needs of a diverse European client base. For the WealthTech industry, this transaction highlights the importance of cross border platform integration and the convergence of insurance and wealth management. Platforms are increasingly looking for ways to offer holistic advice that covers both investment and protection needs. This move by Harvest positions it as a major contender in the competition to provide end to end solutions for financial intermediaries. The combined entity is expected to drive innovation in digital distribution and help advisors deliver more personalized services to their clients. Link to Article

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 scalable: Onboarding (some work left to do) Subscription (a lot of work left to do) Post-investment administration (a lot of work left to do – much is contingent on improving the subscription phase) Ideally, we need a unified, seamless system for maximum scale Marketplaces, but not as much since we believe TAMPs will do most of the sourcing, research, and due diligence in the early days.   Improved Education, which remains a critical constraint, as alternatives lack shared mental models and require clear explanation of risk, return drivers, liquidity trade-offs, and portfolio use.   Improve data and analytics, which have challenges that are structural, driven by fragmented records, inconsistent definitions, limited lineage, and lagged reporting.   Purpose-built Clearing and Custody that is clarified and standardized, preferably with external clearinghouses and/or distributed ledger replacing bi-lateral communication between investor and manager.   Alts2Wealth is inevitable, but not automatic; success depends on coordinated progress across infrastructure, education, and data rather than incremental fixes or product proliferation. The people who need to step up to the plate at the moment are: Managers WealthTech platforms Advisors Data providers Custodians Download Full Paper:

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 balance sheet as it pursues aggressive international growth. The company currently powers over nine million brokerage accounts across 40 countries, serving more than 300 partner organizations including Kraken and SBI Securities. In the past year, Alpaca has significantly expanded its product suite to include multi-leg options, 24/5 U.S. stock trading, and Shariah-compliant investment tools. Notably, the firm has also emerged as a leader in digital assets, reportedly powering the vast majority of tokenized U.S. equities and ETFs through its specialized infrastructure. The new funding will be used to enhance Alpaca’s global investment infrastructure and support sophisticated institutional trading clients. Key initiatives include establishing a local presence in new geographic markets, securing additional regulatory licenses, and bridging the gap between traditional fiat and on-chain financial ecosystems. By reinforcing its cybersecurity and platform resilience, Alpaca aims to solidify its position as the global standard for modern brokerage services. https://alpaca.markets/blog/alpaca-raises-150-million-at-a-1-15b-valuation-to-build-the-global-standard-for-brokerage-infrastructure/

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 Management Trends and the Mass Affluent Focus for 2026  Advisors Plan to Prioritize Tech Stack Upgrades and AI Integration in 2026  Revolut Exploring FUPS Acquisition to Enter the Turkish Market  Link to content:

Your weekly guide to interesting happenings in WealthTech globally. In this issue, commentary on the following: 2025 WealthTech Market Update: The WealthTech Mirage What Really Needs to Happen for Alts2Wealth to Become Mainstream SimCorp and MSCI expand collaboration to streamline investment managers' access to private market data Notre Dame FCU invests in CU WealthNext to own infrastructure. WealthTech 2026 – The top 10 trends in view for a fast-moving sector Wealthfront stock plummeted 17% following CEO conflict of interest news. FMG names Dave Christensen CEO to lead AI-driven platform growth. The WealthStack Podcast: 2026 WealthTech Outlook with Davis Janowski UAEC secured $30 million to optimize intelligent quantitative trading systems. MAIA Technology raised £4 million to unify investment operations workflows. Aquilance Receives $16M Investment From Private Equity Firm Ten Coves iAltA acquired BridgeFT to bridge public and private market data. Harvest acquired Firstance to lead European life insurance digital distribution. Wint Wealth raised $27 million to scale India’s bond platform.

Executive Summary On paper, the 2025 numbers are strong, with $6.6 billion raised across 153 deals. But the most important takeaway from this data isn't that funding is bouncing back, it’s who got left behind. The reality is that this recovery has almost entirely skipped over the earliest stages of the market. While total capital is climbing, Seed and Series A activity is still in a slump. It confirms a tough truth for the industry: while the big players are finding their footing again, the capital for the "next big thing" at the starting line remains structurally blocked.   Deal volume recovered modestly:  153 deals in 2025 vs. 142 in 2024 (~+9% YoY). Capital rebounded sharply:  $2.4B in 2024 to $6.6B in 2025 (~+185% YoY). Early-stage activity declined:  Seed and Series A rounds fell ~17% YoY, even as total deals increased. Later-stage activity accelerated:  Series B+ rounds expanded materially, driving the majority of incremental dollars. Mega-rounds returned:  13 rounds of $100M+ in 2025 vs. 3 in 2024, disproportionately influencing total funding. Strategic participation strengthened:  Strategics represented ~33% of known investor hits, the highest level on record. M&A remained resilient and strategic-led:  157 acquisitions were recorded in 2025, with ~91% of known acquirer participation coming from strategics.   The core takeaway: 2025 was not a broad reopening of venture capital. It was a selective recovery, where capital flowed to companies that had already cleared early validation hurdles and could demonstrate strategic relevance, distribution leverage, or integration depth. Download the full analysis:

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: