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Sep 25, 20241 min read
Welcome Rishi Agrawal!
We are delighted to announce that Rishi Agrawal has joined WealthTech Strategy Partners in an internship role to support our deal...
Sep 25, 20241 min read
Cerity Partners Acquires Corporate Venture Capital Firm Touchdown Ventures
Cerity Partners announced last week that it is acquiring Touchdown Ventures, a leading provider of advisory services for corporate...
Jul 24, 20241 min read
Welcome Mason Morris!
We are delighted to announce that Mason Morris has joined WealthTech Strategy Partners in an internship role to support our deal...
Jul 24, 20241 min read
Welcome Alex Olesinski!
We are delighted to announce that Alex Olesinski has joined WealthTech Strategy Partners in an internship role to support our deal...
Jul 10, 20241 min read
WealthTech Strategy Partners Adds to Its Execution Team
We are delighted to announce that Michael Wuest has joined WealthTech Strategy Partners to bolster our deal prep and execution team....
Jul 8, 20241 min read
Robinhood Acquires Pluto
Robinhood announced last week that it has acquired Pluto Capital, an AI-powered investment research and portfolio construction platform...
Jun 17, 20241 min read
WealthTech fundraising presentation at Morningstar conference
Feel free to swing by our presentation during the FinTech Scaling Workshop on Tuesday, June 25 or schedule a 1:1 conversation with...
Jun 4, 20241 min read
WealthOS Raises £4mm Seed Round Lead by Barclays
WealthOS, a London-based WealthTech startup that provides a modular platform for building wealth management apps, announced that it has...
May 24, 20241 min read
Another Win-Win for Corporate Venture Capital Investing
Egyptian financial conglomerate EFG Hermes, the largest brokerage firm in MENA, amongst other things, has made a minority investment in...
May 23, 20241 min read
Type the subject, not your name, into Calendly
When using someone's Calendly link to schedule a meeting, don't type your name where it says "Name". Instead, type the subject so people...
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