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WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 5, 2026 DBS to Open 18 Wealth Centers Across Asia as Affluent Demand Grows DBS will open 18 new wealth centers across Asia to capture rising affluent demand. Signals intensifying competition for Asia's expanding high-net-worth client base. Read More: WealthTech Strategy Partners Blog FMG: AI-Based Marketing Intelligence System Launched To Better Serve 80,000+ Advisors And Insurance Professionals FMG lau

AlphaSense, an AI-powered market intelligence platform, has raised $350 million in a funding round led by Vitruvian Partners, Accenture Ventures, and J.P. Morgan Asset Management. The investment values the New York-based company at $7.5 billion, up sharply from the $4 billion valuation set during its $650 million round in 2024, and brings total funding past $1 billion. Existing backers including CapitalG, Goldman Sachs Alternatives, and Viking Global Investors joined the roun

Ortolani, A. (2026, June 3). Robinhood, TradePMR launch RIA referral program. Wealth Management. https://www.wealthmanagement.com/ria-news/robinhood-and-custodian-tradepmr-launch-ria-referral-program Robinhood and TradePMR's financial advisor referral network has gone live with a select group of registered investment advisors and clients, announced at the firm's Synergy26 conference in Washington, D.C. The Robinhood Advisor Network began as a pilot in March and was refined wi

Almazora, L. (2026, June 3). Larry Roth joins JIFFY AI advisory board as wealth tech race heats up. InvestmentNews. https://www.investmentnews.com/fintech/larry-roth-joins-jiffy-ai-advisory-board-as-wealth-tech-race-heats-up/266852 Larry Roth, a veteran independent broker-dealer executive, has joined the advisory board of Milpitas, California-based artificial intelligence company JIFFY AI, which focuses on wealth management technology. Roth brings over three decades of leader

Breen, O. (2026, June 3). Schwab elicits strong RIA reactions about planned wealth office expansion into local communities with many advisors saying 'bring it on' but smaller RIAs could find out they're 'building on rented land,' analyst says. RIABiz. https://riabiz.com/a/2026/6/3/schwab-elicits-strong-ria-reactions-about-planned-wealth-office-expansion-into-local-communities-with-many-advisors-saying-bring-it-on-but-smaller-rias-could-find-out-theyre-building-on-rented-land-

UK private equity firm Epiris has acquired Winterflood Business Services (WBS) from Marex Group plc, establishing the trading and custody specialist as a standalone, technology-led financial infrastructure business. GP Bullhound acted as financial advisor to Epiris on the transaction, which completed on June 1, 2026. Terms were not disclosed. Founded within Winterflood Securities in 2010, WBS provides execution, custody, and reporting to UK wealth and retail investment platfo

Bojarski, S. (2026, June 3). Robinhood launches forgivable loans for RIAs, preps wider referral rollout. Citywire. https://citywire.com/ria/news/robinhood-launches-forgivable-loans-for-rias-preps-wider-referral-rollout/a2491113?refea=2191876&link_id=2206813 Robinhood has introduced new offerings for RIAs on its TradePMR custody platform as the Robinhood Advisor Network referral program exits its pilot stage. The new offerings include forgivable loans on eligible net new asset

BOSTON, MA, UNITED STATES, June 3, 2026 -- WealthTech Strategy Partners announced today that Steve Larson, a highly respected wealth management executive with more than 35 years of industry experience, has joined the firm as a Senior Advisor. Larson will help advance the firm's strategic advisory, partnership development, and growth initiatives across the wealth management and WealthTech landscape. Larson brings a distinguished career spanning leadership roles in wealth manag

O'Connell, J. (2026, June 1). Your regulator isn't the SEC. Your risk is bigger than you think. The Oasis Group. https://theoasisgrp.com/peaks-perspective/your-regulator-isnt-the-sec-your-risk-is-bigger-than-you-think/ Trust organizations are deploying AI across investment analysis, beneficiary communications, and trust accounting without building the corresponding governance infrastructure. Trust companies are held to the prudent investor standard rather than a regulatory ch

Bengaluru-based WealthTech platform Rovia secured $1 million in a pre-seed funding round to expand its cross-border equity management services. Venture capital firm Antler India led the investment round. Additional participation came from CDM Capital, AC Ventures, Operators Studio, and several angel investors from both the United States and India. Founded in 2025 by Shivang Badaya and Arnav Grover, Rovia provides a unified global wealth platform tailored for international t