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Digital Wealth: $1.5T FNZ gets into fixed income fintech by buying YieldX
YieldX raised $5MM in seed funding in April 2019 and closed another $5MM round in September 2021.
Jan 26
15
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Digital Wealth: $1.5T FNZ gets into fixed income fintech by buying YieldX
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Digital Wealth: $130B Alts manager Blue Owl selling through iCapital and Allfunds
Owl Rock, Blue Owl's direct lending platform with $65B+ in AUM, provides investors with risk-adjusted returns by originating, executing, and managingβ¦
Jan 19
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Digital Wealth: $130B Alts manager Blue Owl selling through iCapital and Allfunds
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Digital Wealth: Impact of Betterment's new $48/year minimum fee
If you park only $1,000 at the advisor, that's almost 5% per year
Jan 12
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Digital Wealth: Impact of Betterment's new $48/year minimum fee
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Digital Wealth: Trouble at Masterworks, the art investment platform, which bought $475MM of art in 2022
In 2021, aggregate sales of art and antiques by dealers and auction houses reached an estimated $65B, up 29% from 2020, surpassing pre-pandemic levelsβ¦
Jan 5
18
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Digital Wealth: Trouble at Masterworks, the art investment platform, which bought $475MM of art in 2022
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December 2022
Digital Wealth: Personal finance platform Money View raises $75MM at $900MM
The Series E funding round was led by Apis Partners, with participation from Tiger Global, Winter Capital and Evolence
Dec 30, 2022
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Digital Wealth: Personal finance platform Money View raises $75MM at $900MM
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Digital Wealth: Allfunds grows in Brazil, Amber Group raises $300MM, Eton Solutions $425B of family office assets
Also Green Dot and Wealthfront
Dec 22, 2022
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Digital Wealth: Allfunds grows in Brazil, Amber Group raises $300MM, Eton Solutions $425B of family office assets
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Digital Wealth: Apex & Unifimoney offer roboadvisory and asset custody to banks
First Fidelity Bank, a community bank with $2.6B in AUM, is the first customer to go live with Apex via Unifimoney
Dec 15, 2022
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Digital Wealth: Apex & Unifimoney offer roboadvisory and asset custody to banks
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Digital Wealth: JPMorgan invests in risk analytics wealthtech Edgelab & Evooq
The bank also bought ESG-focused wealthtech OpenInvest and share plan management software platform Global Shares and invested in data groups Kraftβ¦
Dec 8, 2022
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Digital Wealth: JPMorgan invests in risk analytics wealthtech Edgelab & Evooq
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Digital Wealth: Arta's PFM acquisition echoes Personal Capital strategy
Arta raised $90MM, Personal Capital sold for up to $1B
Dec 1, 2022
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Digital Wealth: Arta's PFM acquisition echoes Personal Capital strategy
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November 2022
Digital Wealth: Roboadvisors lost 20% this year on average
Condor Capital's Robo report surveyed performance across 30+ roboadvisors.
Nov 24, 2022
5
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Digital Wealth: Roboadvisors lost 20% this year on average
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Digital Wealth: Addepar's big moves -- UBS partnership and London expansion
Family offices waste 20-40% of working hours on processes because of inadequate software
Nov 17, 2022
5
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Digital Wealth: Addepar's big moves -- UBS partnership and London expansion
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Digital Wealth: Envestnet's tech upgrades, crypto reporting, and custody launch with $1.5T FNZ
Envestnet surpassed analyst expectations for its Q3FY2022 earnings and announced that it would enter the RIA custody business with FNZ next year.
Nov 10, 2022
12
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Digital Wealth: Envestnet's tech upgrades, crypto reporting, and custody launch with $1.5T FNZ
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