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Digital Wealth: Retirement platform Smart raises $95MM for payroll-roboadvisor integration
Smart is used by 70K+ employers and helped 1M+ individuals in retirement planning through their integration of payroll and investment systems
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Digital Wealth: Orion, a $3T+ wealthtech platform, integrates ChatGPT for advisors
We are at the beginning of AI in human financial advice
Digital Wealth: AI wealthtech Range gets $12MM to replace human advisors with neural nets
Range's master plan involves temporarily using human financial advisors to leverage their knowledge to train AI models that will eventually replace…

April 2023

Digital Wealth: $900B AUM DWS and Galaxy Digital to launch crypto ETPs
Galaxy's asset management unit is split between Fund Management, which has $2.4B in AUM and offers crypto and blockchain exposure, and Galaxy…
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Digital Wealth: RIA custodian Altruist raises $112MM to battle Schwab and Fidelity
By acquiring advisory services firm SSG, Altruist has created a 3,300-plus RIA firm, now ranked third in the number of RIAs served, surpassing Pershing
Digital Wealth: Rathbones acquires Investec UK for Β£840MM, AUM at Β£100B+
Also who wants a crypto mortgage?
Digital Wealth: BloombergGPT is an Internet scale financial language model
Will you be taking your news with machine learning?
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March 2023

Digital Wealth: Private equity tokenized by Securitize, accessed via Onramp
Structural barriers have traditionally limited access to private markets, but companies like Securitize and Forge are changing this
Digital Wealth: Masttro gets $43MM for UHNW data from FTV & Citi
Using machine learning to improve analysis and aggregation
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Digital Wealth: How Vise spent $60MM and landed at a "refounding"
Fintechs EV/LTM revenues dropping from 20-30x in 2021 to 3-5x. At a time of valuation re-rating, the shifting macro environment places a premium on a…
Digital Wealth: Santander using SigFig to launch roboadvisor PathFinder
Meanwhile, BlackRock sells FutureAdvisor's retail business and Allfunds does not get acquired by Euronext

February 2023

Digital Wealth: Euronext bids €5.5B for B2B Allfunds investment platform
European-domiciled long-term funds saw net outflows of €130B in 2022, their worst year since 2008
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