A key theme emerged from The Wealth Mosaic’s US WealthTech Vendor Forum: strategic investors, particularly Corporate Venture Capital...

OneVest, a comprehensive wealth management technology platform, announced this week the closure of a $20 million USD Series B equity...

We had a great time at The Wealth Mosaic’s first ever US WealthTech Vendor Forum and the AI toolkit roadshow. The conference was full of...

We are delighted to welcome Max Livingston as our newest intern supporting the deal execution team at WealthTech Strategy Partners! Max...

This past year has been an amazing ride for the WealthTech community with startups and incumbents working together to pioneer innovation....

Orion, a universal tool for financial advisors and enterprise firms, has announced its acquisition of Summit Wealth Systems, a powerful...

JP Morgan pushes into self-directed trading with possible implications for WealthTech and wealth management. Wants to be a "top five"...

The "UP-universe" is expanding : Uptiq.AI  has acquired UpSwot , a provider of financial data integration technology, to strengthen...

Fispoke, a WealthTech innovator, announced a capital raise exceeding $2 million, including a $1.5 million investment from The Founder's...

With technology advancing at an unprecedented pace, firms are moving away from traditional research and development approaches, opting...