WealthTech Strategy Partners announced today that Craig Iannucci has joined its board of consultants. Craig comes to WealthTech Strategy...

Archive Intel, a firm founded by industry veteran Larry Shumbres to combine communication archiving and compliance screening, announced...

Altruist, the RIA custodian challenger built on modern technology, announced yesterday that they had raised $169mm in a Series E round...

Midas, which is a Turkish version of Robinhood, announced that they have raised a $45mm Series A round, claiming it to be the largest...

iCapital, an alternative investment platform for the wealth management industry, announced that they will acquire Mirador, a data...

NewRetirement, a comprehensive financial planning and financial wellness platform serving individuals and enterprise clients, announced...

WealthTech Strategy Partners welcome Brian Colville as the newest team member. He has over 25 years of experience in the industry, most...

Belong, a UK-based personal savings and investing app, emerged from stealth mode and announced that they have raised a $3.7mm Pre-Seed...

Copilot Money, a personal financial management app similar to the old Mint.com, has raised a $6mm Series A round led by Adjacent. Prior...

Apex Fintech Solutions announced that they have acquired AdvisorArch, a WealthTech company that enables automated rebalancing and direct...