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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
May 18, 2023
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Digital Wealth: Retirement platform Smart raises $95MM for payroll-roboadvisor integration
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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
May 11, 2023
22
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Digital Wealth: Orion, a $3T+ wealthtech platform, integrates ChatGPT for advisors
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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 replaceβ¦
May 4, 2023
23
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Digital Wealth: AI wealthtech Range gets $12MM to replace human advisors with neural nets
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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 Galaxyβ¦
Apr 27, 2023
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Digital Wealth: $900B AUM DWS and Galaxy Digital to launch crypto ETPs
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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
Apr 20, 2023
12
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Digital Wealth: RIA custodian Altruist raises $112MM to battle Schwab and Fidelity
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Digital Wealth: Rathbones acquires Investec UK for Β£840MM, AUM at Β£100B+
Also who wants a crypto mortgage?
Apr 6, 2023
10
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Digital Wealth: Rathbones acquires Investec UK for Β£840MM, AUM at Β£100B+
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Digital Wealth: BloombergGPT is an Internet scale financial language model
Will you be taking your news with machine learning?
Apr 1, 2023
21
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Digital Wealth: BloombergGPT is an Internet scale financial language model
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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
Mar 23, 2023
11
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Digital Wealth: Private equity tokenized by Securitize, accessed via Onramp
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Digital Wealth: Masttro gets $43MM for UHNW data from FTV & Citi
Using machine learning to improve analysis and aggregation
Mar 16, 2023
13
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Digital Wealth: Masttro gets $43MM for UHNW data from FTV & Citi
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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 aβ¦
Mar 9, 2023
16
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Digital Wealth: How Vise spent $60MM and landed at a "refounding"
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Digital Wealth: Santander using SigFig to launch roboadvisor PathFinder
Meanwhile, BlackRock sells FutureAdvisor's retail business and Allfunds does not get acquired by Euronext
Mar 2, 2023
15
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Digital Wealth: Santander using SigFig to launch roboadvisor PathFinder
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February 2023
Digital Wealth: Euronext bids β¬5.5B for B2B Allfunds investment platform
European-domiciled long-term funds saw net outflows of β¬130B in 2022, their worst year since 2008
Feb 23, 2023
16
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Digital Wealth: Euronext bids β¬5.5B for B2B Allfunds investment platform
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