YieldX raised $5MM in seed funding in April 2019 and closed another $5MM round in September 2021.
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Owl Rock, Blue Owl's direct lending platform with $65B+ in AUM, provides investors with risk-adjusted returns by originating, executing, and managing…
If you park only $1,000 at the advisor, that's almost 5% per year
In 2021, aggregate sales of art and antiques by dealers and auction houses reached an estimated $65B, up 29% from 2020, surpassing pre-pandemic levels…
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December 2022

The Series E funding round was led by Apis Partners, with participation from Tiger Global, Winter Capital and Evolence
Also Green Dot and Wealthfront
First Fidelity Bank, a community bank with $2.6B in AUM, is the first customer to go live with Apex via Unifimoney
The bank also bought ESG-focused wealthtech OpenInvest and share plan management software platform Global Shares and invested in data groups Kraft…
Arta raised $90MM, Personal Capital sold for up to $1B

November 2022

Condor Capital's Robo report surveyed performance across 30+ roboadvisors.
Family offices waste 20-40% of working hours on processes because of inadequate software
Envestnet surpassed analyst expectations for its Q3FY2022 earnings and announced that it would enter the RIA custody business with FNZ next year.