WealthTech Strategy Partners

The "UP-UNIVERSE" is expanding! UPTIQ has acquired upSWOT in a strategic move to strengthen its AI-driven solutions for financial institutions. Congratulations to all parties involved 👏 🥳 Read our full blog post on the acquisition here: https://lnkd.in/gceJ7pqa

Fispoke™, a WealthTech innovator, announced a capital raise exceeding $2 million, including a $1.5 million investment from The Founder's Chair, a collaborative platform connecting founders with strategic partners and investors. The funding will support Fispoke’s efforts to expand its banking and lending integration capabilities, develop strategic partnerships, and drive revenue growth. Its platform enables financial advisors to seamlessly integrate private banking and lending solutions into their workflows, helping them deliver more comprehensive and personalized services to clients. This development follows Fispoke’s earlier partnership with First Rate, Inc and highlights the growing demand for technology that enhances efficiency and client value in wealth management. Robert Clare, CEO of Fispoke, commented, “This investment strengthens our foundation and fuels our focus on innovation and growth, helping us better serve financial advisors and their clients.” What do you think are the biggest challenges financial advisors face when integrating private banking and lending solutions into their workflows, and how can technology address these? Catch up on other recent Wealthtech news: https://lnkd.in/gK-TxPx6 #wealthtech #wealthmanagement #bankingsolutions #capitalraising

Asset Manager Amundi Acquires WealthTech Aixigo for €149m With technology advancing at an unprecedented pace, firms are moving away from traditional research and development approaches, opting instead to channel efforts through a corporate ventures team focused on acquiring nimble startups that have already begun solving the challenges at hand. These strategic acquisitions not only address immediate needs, but also generate visible and rapid returns, often through synergies between the startup's innovation and the incumbent's scale. For Amundi, an asset manager that expanded into wealth management technology in 2021, the acquisition of aixigo represents a pivotal move for growth. Aixigo's WealthTech platform offers robust tools for onboarding clients, managing allocations, placing orders, and generating reports—capabilities that seamlessly complement Amundi's existing services. This strategy aligns with broader industry trends, as advisors face increasing pressure to offer more comprehensive solutions at lower costs. By integrating advanced technology, wealth managers can deliver scalable, efficient offerings that address a wider range of client needs while staying competitive in a rapidly evolving market. Congratulations to Amundi and Aixigo on this promising partnership—an exciting step toward driving innovation and delivering enhanced value to clients!    Link to our blog site: https://lnkd.in/gTe4mFtQ  #wealthtech #CorporateVC #assetmanagement #universaladvisor

Congratulations to all parties involved as Robinhood has announced its $300 million acquisition of TradePMR, a custodial and portfolio management platform for Registered Investment Advisors! The deal, which includes a mix of cash and stock, is expected to close in the first half of 2025, pending regulatory approvals. TradePMR manages $40 billion in assets under administration, supporting over 350 advisory firms. As Millennial and Gen Z investors inherit unprecedented wealth, how will traditional advisory firms adapt to compete with tech-first platforms like Robinhood in providing personalized financial guidance? Read our full blog post here: https://lnkd.in/g-fnwhz7 #wealthtech #assetmanagement #acquisitions

Axyon AI has closed a €6M funding round, with €2.1M added recently. Backed by top investors, Axyon is transforming asset management with AI-powered tools for smarter, more personalized strategies. CEO Daniele Grassi: “This funding accelerates our mission to innovate and expand globally.” The future of wealth management is AI-driven! #WealthTech #AI #Innovation #AssetManagement Read the full blog post here: https://lnkd.in/g3fRnsep

Exciting news from the insurtech world! 🚀 Diesta, a London-based B2B SaaS company, has raised a $3.8M Seed round led by FinTech Collective, alongside Commerce Ventures and other investors. This follows their $2M pre-seed last year, signaling strong momentum as they scale across the UK, Europe, and the US. 🌍 Diesta is revolutionizing premium payment operations in the $1.75T commercial insurance sector—a space bogged down by inefficiencies costing $32B annually. By modernizing payment processes, Diesta is not just improving cash flow but also driving innovation in wealth management. 💡 As Co-Founder & CEO Julian Schoemig says: "We’re tackling the insurance industry's biggest back-office challenge—premium payments." This funding will fuel expansion into new markets and AI-driven innovations. Excited to see the impact Diesta will continue to make! 🏆 #fintech #insurtech #wealthtech #innovation #startupnews Read full blog post: https://lnkd.in/g2RZjHw8

We are honored and grateful to have been part of Charityvest's acquisition journey. Congratulations to Stephen Kump, Ashby Foltz, Foundation Source and all parties involved in this significant milestone.

Sharing personal data with financial services may feel risky, but stringent safeguards are in place to protect your information and support your financial goals with confidence. 🔐 Financial institutions use advanced encryption, tokenization, and multi-factor authentication to keep your data secure. Industry standards like GDPR and CCPA ensure transparency and control, while partnerships with secure data-sharing services allow for tailored financial solutions—without compromising your privacy. Whether it’s personalized loan rates or savings insights, reputable providers are committed to safeguarding your data every step of the way. 📈 Read the full blog post here: https://lnkd.in/gu5-Pmyz #DataSecurity #FinancialServices #PrivacyProtection #WealthTech

This Veterans Day, WealthTech Strategy Partners proudly honors the brave men and women who have served our nation. Thank you for all you do! #VeteransDay

We had the full WealthTech Strategy Partners team in attendance at The Founder's Arena 2024 WealthTech Combine earlier this month! The conference offered valuable insights into leadership, innovation, and strategic investing. Here are a few session highlights from the team: 1. Leadership Excellence with Anthony Brock: Anthony illustrated how teams do not naturally drift towards success — leaders must actively align and motivate them with purpose. Effective leadership engages not only the intellect, but also the emotions, driving commitment to a shared mission. As leaders move forward, we must be mindful of where we are prone to drift off mission. Through all changes and distractions, advisory teams must work to maintain a long-term vision of serving their clients. 2. Streamlining Private Investments with Mammoth Technology: Mammoth is a model example of where we see the WealthTech space going. They recognized a need that clients don’t always receive from their advisors and created tech to solve the problem. Mammoth’s platform simplifies private investments by uniting clients, advisors, and asset managers. This unified approach reduces friction, streamlines processes, and improves efficiency, ultimately enhancing client experiences in wealth management.  3. Corporate Venture Capital Insights from the Investment Synergy Panel: The Investment Synergy Panel with Marshall Smith, Kyle Carlson, CFP®, and Kendrick Wakeman, CFA provided all attendees with a solid understanding of the Venture Capital and Corporate Venture Capital space. They discussed how CVC sees returns that are not only financial, but strategic. Some CVCs see it this way: 10x financial returns, 10x returns on things like innovation, talent, and distribution, in 10 years. Big corporates need innovation, and nimble startups need resources. Bringing the two together results in synergistic advantages for both sides.  A huge thank you to Pamela Cytron, Scott Parsinen, Camille Santrach, Hamza Qadir, and Garrett Mutch from The Founders Arena for building such a strong community of WealthTech supporters, adopters, and visionaries. We are grateful to be part of it.    As a proud sponsor of The Founders Arena, WealthTech Strategy Partners is excited to see the impact that Cohort 3 — Agent IQ, LemonadeLXP, Mammoth Technology, Practice Intel, Quinn, and Zeplyn —will have on the industry. We’re confident these innovators will continue pushing the boundaries of what's possible in wealth management.    We look forward to the next steps and continuing this journey with all of you! Learn more about WealthTech Strategy Partners: https://lnkd.in/gZEAWfQZ Learn more about The Founders Arena: https://lnkd.in/g_TiUaRe Kendrick Wakeman, CFA Marshall Smith Michael Wuest Mason Morris Rishi Agrawal Alex Olesinski Phil (Philip) Gobble Logan Taylor #WealthTech #FinTech #WealthManagement #InvestmentManagement #FinancialServices #FutureOfFinance #VentureCapital #CVC