Digital Wealth Week

The wealthtech and roboadvisor newsletter about retail, advisor and institutional platforms.

Dear readers of Digital Wealth Week — We are thrilled to welcome you to the Fintech Blueprint community! Our commitment continues to be to bring you the…
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SIMON Markets raised $100MM in its Series B funding round last July, valuing the firm at $800MM. iCapital itself raised a total of $490MM last year…
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When buying or selling stocks on the Shares app, users can use captions and GIFs to share their views on their investment. The activity feed lets…
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FNZ has been on an acquisition spree in the past year, with the acquisitions of: investment platform Hatch, German B2B bank Fondsdepot Bank, and…
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The Bain & Company report projects a $90 trillion increase in assets from all investors globally by 2030, with changes in business models
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Clearlake and Motive Partners have also formed a long-term strategic partnership with LSEG: BetaNXT (formerly BETA+) will provide LSEG with content…
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The deal consists of $70 million in cash and $50 million in NerdWallet Class A common stock, with On the Barrelhead integrating into NerdWallet’s…
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