Tag: Investment Platforms

Charles Schwab has announced the acquisition of Forge Global, a premier private market platform headquartered in San Francisco. The deal, valued at approximately $660m,...

Otala.Markets, a specialist investment bank with over a decade of experience in creating and developing structured investment products, has announced a strategic collaboration with...

Leading global ETP provider WisdomTree has joined forces with wealth management platform Stratiphy to expand investor access to a wider range of exchange-traded products. The...

Bridge, a FinTech company developing the first AI-native operating system for private market allocators, has raised $5.1m in a seed financing round led by...

Key global WealthTech investment stats in Q3 2025: Global WealthTech investments nearly halved YoY in Q3 Deals over $100m plummeted by 95% as investors...

Jack Henry has teamed up with Bits of Stock in a move designed to broaden the wealth management services available to banking customers.

Wealthsimple, one of Canada’s fastest-growing financial services platforms, has announced its acquisition of Fey, an investment research platform based in Montreal.

iCapital has strengthened its partnership with Apollo to broaden access to alternative investments, focusing on the growing appetite for evergreen private market products within the wealth management sector.

Key European WealthTech investment stats in H1 2025: European WealthTech funding plummeted by 71% in H1 YoY UK companies dominated the European WealthTech market...

FNZ has announced a strategic five-year global partnership with Microsoft to drive the next phase of digital transformation across the wealth management industry.