Latest Carson Family Office News, Insights & Analysis - FinTech Global

WealthTech funding deals H1 2025

New York emerged as the leader for US WealthTech deal activity...

July 17, 2025

Key US WealthTech investment stats in H1 2025: US WealthTech deal activity dropped by a 63% YoY in H1 New York secured 28% of...

WealthTech custodian Altruist secures $152m Series F to scale RIA platform

Advisory & Brokerage

WealthTech custodian Altruist secures $152m Series F to scale RIA platform

April 23, 2025

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

Latest Analysis

Key tax compliance deadlines and rule changes

Key tax compliance deadlines and rule changes

April 14, 2026

How Exante rebuilt its test framework for scale

How Exante rebuilt its test framework for scale

April 14, 2026

How AI is reshaping wealth management advisory

How AI is reshaping wealth management advisory

April 14, 2026

Nordic banks turn to CaaS to cut costs and modernise

Nordic banks turn to CaaS to cut costs and modernise

April 14, 2026