Tag: Registered Investment Advisors
Sageview backs $30m Series B for WealthTech disruptor Zoe
WealthTech firm Zoe, a digital end-to-end platform reshaping how registered investment advisors (RIAs) and clients connect, has secured $29.6m in Series B funding to accelerate its platform expansion and team growth.
WealthTech custodian Altruist secures $152m Series F to scale RIA platform
Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.
Jump raises $20m to drive AI-powered efficiency for financial advisors
Jump, a provider of artificial intelligence (AI) solutions tailored for financial advisors and financial services firms, has secured $20m in a Series A funding round.
US WealthTech funding dropped by 65% in 2024 as investors grow...
Key US WealthTech investment stats in 2024: US WealthTech deal activity dropped by 65% YoY
Both small and large deals declined during 2024 as...
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