The Only Investment Bank Focused Solely on
WealthTech

Raising Capital for WealthTech Startups
Full Service Mergers & Acquisitions
Finding Strategic Partnerships
Corporate Venture Capital Consulting

Even the way we are
different is different

We focus only on WealthTech

It may only be 17% of FinTech as a whole, but such a narrow focus gives us certain capabilities and efficiencies we would not have otherwise.

Looking for Strategic Funding or Exit?
VC and Growth Equity has become more selective. Strategic industry players are increasingly becoming an important part of an outreach campaign. We understand the players, their problems, the solutions that could work, and why. We believe that articulating the right fit is the key to strategic success.

We understand the nuances of your business

We don't just build your financial model and yeet you onto the capital markets. Our ability to understand and articulate your business within the context of our industry niche make the tough jobs easier.

Our Services

Capital Raise

You need to raise capital but also need to focus on running your business. That's where we come in. We will get you in front of the right VCs, but we also differentiate ourselves by extensive outreach to strategic investors.

Strategic Partnerships

Revenue is the best financing of all. We help position you favorably in the marketplace and introduce you to strategic distribution partnerships and clients. This ties in well with an effort to raise capital from strategic investors.

Mergers & Acquisitions

We work with early stage companies on finding a successful exit when the time is right. Our connections in the WealthTech community means we probably already have a good idea of who would be interested.

Corporate Ventures & Innovation

Want the eyes-on-innovation and deeper partnerships that a Corporate Venture Capital arm can bring but don't want to reinvent the wheel? Our Corporate Venture Capital as-a-service offering gets you up and running the right way.

The view from our world

iCapital Acquires Citi Wealth’s Alternatives Feeder Platform: Another Step Toward Owning the Infrastructure of Private Markets Distribution

In a significant move that underscores the continued evolution of the alternative investments landscape, iCapital has announced the...

Stash Raises $146M Series H

Stash, a personal financial management and personal trading software app, recently raised $146M to ‘enhance AI capabilities’. The eighth...

Addepar Raises $230M Series G at $3.25B Valuation

Addepar, the WealthTech powerhouse behind one of the most widely adopted investment data platforms, has announced a $230 million Series G...

The Only Investment Bank Focused Solely on WealthTech

Raising Capital for WealthTech Startups Full Service Mergers & Acquisitions Finding Strategic Partnerships Corporate Venture Capital Consulting

Even the way we are different is different

We focus only on WealthTech

We understand the nuances of your business

Our Services

Capital Raise

Strategic Partnerships

Mergers & Acquisitions

Corporate Ventures & Innovation

The view from our world

iCapital Acquires Citi Wealth’s Alternatives Feeder Platform: Another Step Toward Owning the Infrastructure of Private Markets Distribution

Stash Raises $146M Series H

Addepar Raises $230M Series G at $3.25B Valuation

Subscribe for WealthTech Updates

The Only Investment Bank Focused Solely on
WealthTech

Raising Capital for WealthTech Startups
Full Service Mergers & Acquisitions
Finding Strategic Partnerships
Corporate Venture Capital Consulting

Even the way we are
different is different