5/14/2025 6:17:30 PM Stash raises $146m in Series H funding By Kate Wang New York based investing and savings platform raised $146m in Series H funding led by Goodwater Capital.
5/14/2025 6:15:30 PM Addepar raises $230m in Series G funding By Kate Wang California based provider of wealth management software for RIAs raised $230m in Series G funding led by Vitruvian Partners and WestCap.
5/13/2025 8:50:31 PM This 30-year-old’s startup is bringing leverage to 401(k) savers By Sarah Wolter Basic Capital offers a 401(k) and IRA platform with a unique financing strategy involving term financing, leverage, and private credit....
5/13/2025 6:05:44 PM Robinhood acquires WonderFi to expand into Canada By Sarah Wolter Robinhood agreed to acquire Canadian crypto firm WonderFi (TSX: WNDR) in a C$250m all-cash deal to get a foothold in the region. WonderFi...
5/9/2025 3:13:31 PM The eToro IPO is back on! By Gareth Jones eToro IPO valuation efforts are gathering pace as the trading platform begins its long-anticipated U.S. roadshow, aiming for a listing...
5/7/2025 1:23:59 PM Savvy Wealth partners with Vestwell to simplify 401(k) management for clients’ employee plans By Sarah Wolter Through this collaboration, advisors at Savvy's RIA affiliate, Savvy Advisors, can now offer expanded support for business-owning clients...
5/5/2025 6:57:35 PM Trump considers executive order on college athlete payments after Nick Saban meeting By Sarah Wolter Saban talked about “NIL” deals with Trump, telling the president how he believed the influx of money had damaged college sports. Saban...
5/1/2025 9:56:04 PM Zoe raises $30m in Series B funding By Louden Richason New York City based digital wealth platform raised $30m in Series B funding led by Sageview Capital.
5/1/2025 9:47:36 PM Dub raises $30m in Series A funding By Louden Richason New York based copy-trading platform raised $30m in Series A funding led by Notable Capital.
5/1/2025 7:40:19 PM Carlyle, State Street mull partnership to tap retail wealth By Sarah Wolter State Street's asset-management arm held preliminary talks with Carlyle about a potential tie-up to create a product that would combine...
4/30/2025 1:15:39 PM PlanScope360™ partners with Vestwell to launch financial wellness benefits for educators By Sarah Wolter In response to financial strain and retention concerns increasing across the education workforce, PlanScope360™ announced a strategic...
4/29/2025 1:11:24 PM KKR and Capital Group seek to lure investors to private markets with new funds By Sarah Wolter Capital Group and KKR are set to launch new funds spanning private loans, corporate buyouts, and infrastructure and property deals in the...
4/28/2025 2:41:41 PM PrismHR and Vestwell join forces to deliver integrated retirement solutions By Sarah Wolter Through this partnership, PrismHR will now offer flexible, cost-effective pooled retirement solutions and other savings benefits powered...
4/24/2025 7:40:23 AM Altruist raises $152m in Series F funding By Kate Wang California based provider of custodian software for RIAs raised $152m in Series F funding led by GIC.
4/22/2025 3:28:40 PM CapIntel and Richardson Wealth collaborate to enhance advisor support By Sarah Wolter CapIntel and Richardson Wealth, a wholly owned subsidiary of RF Capital Group Inc. (TSX: RCG) and one of Canada’s premier independent...
4/18/2025 1:44:50 PM Marketers Are Putting More Content and Quality Control in the Hands of AI By Gareth Jones Marketers are increasingly deploying AI agents to generate personalised campaigns at scale. Brands like Prudential now entrust AI with...