Clearwater Analytics snaps up Beacon and Blackstone’s Bistro for combined $685m
Clearwater will acquire Beacon for $560 million, while Bistro will cost $125 million.
WealthTech
WealthTech news, resources and expert commentary on wealth, investment, asset management and private banking tech.
Banking Technology Magazine March 2025 issue out now
Cover story: THE FUTURE IS NOW – Don’t let your imagination hold you back.
Savvy Wealth names Eric Hurkman as first CTO
Eric Hurkman joins Savvy as CTO following a four-year tenure at equity management tech firm Carta.
Aquiline acquires SEI’s Family Office Services business for $120m
The business will operate under the brand name Archway after the deal closes, expected 30 June 2025.
Digital financial advisory firm Betterment acquires Ellevest’s automated investing arm
The acquisition follows Betterment’s 2024 deal for Goldman Sachs’ Marcus Invest accounts.
Bitwise Asset Management bags $70m funding round led by Electric Capital
Bitwise, which currently has over 100 employees, has plans to expand its headcount to “more than 130 this year”.
BNP Paribas Securities Services taps Broadridge for Global Class Action solution
Broadridge’s solution will help BNP Paribas to “identify, file and recover investment losses”.
ICYMI fintech funding round-up: Raenest, Affinity Africa, Era and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
US wealthtech AssetMark names former BlackRock exec Alex Pape as new CPTO
Previously, Pape served as the global head of product for BlackRock’s Aladdin Wealth Tech division.
Banking Technology Magazine February 2025 issue out now
Cover story: QUANTUM LIGHTS UP – The future is almost upon us, are you ready?
US fintech start-up Jump bags $20m Series A led by Battery Ventures
Founded in 2023, Jump’s latest round brings its total funding to date to nearly $25 million.
Take part in our FinTech Focus 2025 video series
Register now to take part in our FinTech Focus video series in London over 2025.
Canadian wealth management tech start-up OneVest raises $20m in Series B funding
The fintech plans to develop “advanced AI capabilities to enhance decision-making and client engagement”.
US wealthtech Envestnet hires Chris Todd as new CEO
Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group.
iCapital to acquire US investor identity firm Parallel Markets
The alternative investment fintech will use Parallel Markets’ tech to enhance its iCapital Investor Passport solution.
Clearwater Analytics to acquire investment management platform Enfusion for $1.5bn
Enfusion will integrate with Clearwater’s middle and back-office solutions in a merger expected to close in Q2 2025.
US wealthtech Orion names former Oracle VP Arun Anur as new COO
Anur is to oversee Orion’s “client experience delivery”, including data reconciliation and onboarding.
Pemberton Capital Advisors partners Broadridge for portfolio management tech
Pemberton has selected Broadridge’s Sentry Private Credit Portfolio Management solution.
2024: Top five new launch stories of the year
FinTech Futures takes a look back at five of the top new launch stories of 2024.
ICYMI fintech funding round-up: Brighty, Just, Finny, Prosper, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Banking Technology Magazine December 2024 / January 2025 issue out now
Cover story: STAR PEOPLE – Banking Tech Awards 2024 revisited.
ICYMI fintech funding round-up: Sandbox Wealth, ThreatFabric, Centrapay, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Pipe strengthens leadership team with four key appointments
Nate Wiger has been named as CTO and Claurelle Rakipovic as CPO.
Banking Tech Awards 2024: Congratulations to all of this year’s winners
We’re delighted to reveal the winners of the Banking Tech Awards 2024!
ICYMI fintech funding round-up: Habitto, Norbr, Tembo, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
November 2024: Top five new launch stories of the month
FinTech Futures takes a look back at five of the top new launch stories in November.
US wealthtech Range lands $28m Series B funding round
The round, which was led by Cathay Innovation, brings Range’s total funding to date to $40 million.
Manzil Wealth introduces new halal wealth management platform in Canada
Manzil Wealth has acquired Canadian Islamic Wealth to support its new platform’s debut.
Robinhood snaps up custodial and portfolio management platform TradePMR in $300m deal
The purchase, involving a blend of cash and stock, is set to close in H1 2025.
ICYMI fintech funding round-up: Mutual Vision, Tako, Zeplyn, Tranched, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Research report: Revenue enablement in financial services – 2024 global findings & insights
How financial services are leveraging enablement technology to meet shifting client expectations and drive productivity gains.
Banking Technology Magazine November 2024 issue out now
Cover story: GOING GREEN – Why sustainable finance is vital.
ICYMI fintech funding round-up: Brightwave, Mala, UnitPlus, Parachute, and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
iCapital looks to boost data management capabilities with AltExchange acquisition
AltExchange leverages AI to enhance data aggregation and reporting for financial advisors and asset managers.
October 2024: Top five new launch stories of the month
FinTech Futures takes a look back at five of the top new launch stories in October.
AI co-pilot solution Reflexivity raises $30m Series B led by Greycroft and IBKR
The raise builds on a $10.5 million Series A closed by Reflexivity, then known as Toggle AI, in 2021.
October 2024: Top five movers and shakers stories of the month
FinTech Futures takes a look back at five of the top movers and shakers stories in October.
Wealthsimple launches in-app travel eSIM powered by Gigs
The offering operates as part of Wealthsimple’s new lifestyle rewards programme.
Charles Schwab to phase out Institutional Intelligent Portfolios platform in favour of iRebal solution
Schwab will no longer be opening new accounts on the platform from 15 November 2024.
Wealth management firm Farther quadruples valuation with $72m Series C
The round was co-led by CapitalG, the independent growth fund of Google’s parent company Alphabet.
