Subscribe to our newsletter to get succinct alerts for all WealthTech deal activity including funding, acquisitions, strategic partnerships, and product launches

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

Chowdhry, A. (2026, May 29). FMG: AI-Based Marketing Intelligence System Launched To Better Serve 80,000+ Advisors And Insurance Professionals. Pulse 2.0. https://pulse2.com/fmg-ai-based-marketing-intelligence-system-launched-to-better-serve-80000-advisors-and-insurance-professionals/ FMG launched an internal AI-powered Marketing Intelligence System to help teams access approved sales materials and support over 80,000 advisors and insurance professionals with improved speed a

Fintech News Singapore. (2026, June 1). DBS to Open 18 Wealth Centres Across Asia as Affluent Demand Grows. Fintech Singapore. https://fintechnews.sg/132334/wealthtech/dbs-wealth-centres/ DBS, a Singapore-based bank and wealth manager, announced plans to open 18 new wealth centers and upgrade 36 existing locations across Asia by the end of 2027 to accommodate growing demand for wealth management services. The expansion will encompass strategic locations across Singapore, Hong

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of May 29, 2026 FINRA Warns ‘Finfluencers’ Pose Growing Risk to Investors FINRA identifies financial influencers as a significant threat to retail investors due to aggressive marketing and undisclosed conflicts of interest. This regulatory focus signals an impending crackdown on social media-driven investment advice and increased supervision requirements for traditional broker-dealers. Read More: WealthTech Strategy