Prosper Savings Limited, a Wealthtech platform that serves high-net-worth individuals, is raising money on Crowdcube. Part of a broader funding round, launched 12 March 2026 and closing 30 April 2026, so far 221 investors have committed £343,680. The company is raising equity capital at a… Read More
Read more in: Fintech, Global, Offerings | Tagged crowdcube, prosper, uk, united kingdom, wealthtech
Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors, along with participation from Illuminate Financial and all existing investors, including Motive Partners, Expanse Venture Partners, Entrée Capital, and 14Peaks Capital…. Read More
Read more in: Artificial Intelligence, Fintech | Tagged AI agent, Arif Janmohamed, financial advisors, funding round, Laura Bock, Mark Gilbert, series b, wealthtech, Zocks
JPMorgan Chase (NYSE:JPM) has completed the acquisition of WealthOS, a technology platform specializing in pensions and wealth management solutions. This deal underscores the banking provider’s ongoing commitment to enhancing its digital offerings in an increasingly competitive financial landscape. WealthOS, known for its cloud-based tools that… Read More
Read more in: Fintech, Global | Tagged digital banking, jpmorgan chase, uk, wealthos, wealthtech
Pave Finance, a Wealthtech that supports investment advisors, is now integrated on Fidelity, one of the largest brokerages and RIA custodians. Pave is said to save advisors up to 18 hours per week through automation. Registered investment advisors (RIAs) will be now able to connect… Read More
Read more in: Fintech | Tagged fidelity, Pave Finance, wealthtech
According to the J.D. Power 2025 U.S. Wealth Management Digital Experience Study, both advised and do-it-yourself (DIY) wealth management websites and apps have doubled down on sleek interfaces, powerful portfolio analytics and AI-powered assistants that are helping investors get more visibility into what’s happening in… Read More
Read more in: Fintech | Tagged investing, J.D. Power, Jon Sundberg, Mike Foy, ux, wealth management, wealthtech
Pave Finance, a Wealthtech firm that provides automated investment advice, has integrated with Morningstar. Morningstar is a global financial services and research company best known for its independent investment research and ratings. According to a release, Pave will now be made available to over 150… Read More
Read more in: Fintech | Tagged morningstar, pave financial, wealthtech
Luma Financial Technologies, a platform for structured products, annuities, and life insurance solutions, announced an integration with BlackRock’s Aladdin Wealth platform. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform. Wealth… Read More
Read more in: Fintech, Global | Tagged blackrock, luma, wealth management, wealthtech
Wealthfront, a Fintech that claims to be “different” catering to digital natives, has filed an S-1 registration statement with the Securities and Exchnage Commission. The company plans to trade on the Nasdaq under the ticker symbol “WLTH.” Wealthfront joins a growing group of Fintechs that… Read More
Read more in: Fintech | Tagged ipo, sec, wealth management, wealthfront, wealthtech
Addepar, the tech and data platform serving investment professionals, announced the opening of its office in Geneva, marking its fourth dedicated presence across Europe and the Middle East markets and the latest step in the wealthtech company’s mission to connect the investment sector. This expansion… Read More
Read more in: Fintech, Global | Tagged addepar, geneva, switzerland, wealthtech
In wealth management, where client expectations are becoming more demanding and market volatility is the norm, saving time has understandably become a priority. Financial firms, particularly in regions like EMEA, are under pressure to deliver personalized, real-time insights while navigating complex portfolios that span liquid… Read More
Read more in: Fintech | Tagged addepar, digitalization, insights, wealth management, wealthtech
Pave Finance has raised $14 million in Seed financing in a funding round that was said to be oversubscribed. Pave, which just announced its commercial launch, is an artificial intelligence (AI) platform for personalized wealth management. The funding was said to come from former executive… Read More
Read more in: Fintech, Artificial Intelligence | Tagged funding round, pave financial, wealthtech
In today’s financial services sector, alternative investments—encompassing private equity, venture capital, and private debt—have surged past $15 trillion globally, representing a significant portion of wealth management portfolios. Addepar, a technology and data platform for investment professionals, is reportedly focused on addressing the challenges of managing… Read More
Read more in: Fintech, Global | Tagged addepar, us, wealth management, wealthtech
The wealth management landscape is undergoing a seismic shift, driven by an intergenerational wealth transfer and the increasing demand for sophisticated, technology-driven solutions. Addepar, a global enabler of wealth management technology, is addressing these challenges with significant updates to its platform. These updates focus on… Read More
Read more in: Global, Fintech | Tagged addepar, emea, europe, us, wealth management, wealthtech
Wealthtech is reshaping Singapore’s wealth management sector as both startups and incumbent financial institutions ramp up digital transformation to meet rising investor demand for accessible, affordable, and personalized investment services, according to a new report by Quinlan and Associates and Allfunds Asia. The report shows… Read More
Read more in: Fintech, Asia | Tagged insurance, singapore, wealthtech
In the evolving ecosystem of wealth management, staying ahead requires tools that deliver precision, scalability, and actionable insights. Addepar, a global technology and data platform for investment professionals, has introduced significant updates to its trading infrastructure and a new drift monitoring capability, reinforcing its commitment… Read More
Read more in: Fintech, Global | Tagged addepar, wealth management, wealthtech
Allfunds Asia and Quinlan & Associates have co-published a thought leadership report that examines the wealthtech landscape in Hong Kong and Singapore and how financial institutions are leveraging wealthtech solutions to capture new market opportunities. Titled Rich Pickings: Unpacking the WealthTech Revolution in Hong Kong… Read More
Read more in: Asia, Fintech | Tagged allfunds, benjamin quinlan, David Perez De Albeniz, hong kong, Max Toh, singapore, wealthtech
Verso, the wealth management consolidator, has developed a strategic partnership with Nucleus, which is key to supporting its growth plans. The Verso platform, with the technology provided by Nucleus, is a tailored, enterprise-level solution developed to “improve the user experience for its adviser base, in… Read More
Read more in: Fintech | Tagged acquisition, nucleus finance, wealth management, wealthtech
Addepar notes that in the fast-evolving wealth management industry, handling alternative investments like private equity, venture capital, and real estate funds presents unique challenges. These assets often come with unstructured data, inconsistent timelines, and complex reporting requirements, creating inefficiencies for back-office teams and advisors. Addepar,… Read More
Read more in: Fintech | Tagged addepar, private equity, venture capital, wealth management, wealthtech
Chime, a consumer financial technology company, recently announced that it has launched the roadshow for the initial public offering of its “32,000,000 shares of its Class A common stock, 25,900,765 of which are being offered by Chime and 6,099,236 of which are being offered by… Read More
Read more in: Fintech, Offerings | Tagged chime, initial public offering, ipo, wealthtech
Vault Wealth Limited, MENA’s digital private wealth platform built for the modern affluent, announced its public launch, alongside an investment round led “by Peak XV Partners (formerly Sequoia Capital India & SEA), with continued support from Outliers VC.” This marks Peak XV Partners’ first wealthtech… Read More
Read more in: Fintech, Asia | Tagged funding round, mena region, vault, wealth management, wealthtech
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