Capital Markets Tech / WealthTech
Citi to Sell Wealth Alternatives Unit to Fintech Firm iCapital
Citigroup has agreed to sell its Citi Global Alternatives unit—comprising over 180 alternative investment funds—to fintech and wealthtech firm iCapital as part of its ongoing
Thoma Bravo Divests All Its Stake in Exchange Operator Nasdaq
Software private equity behemoth Thoma Bravo announced it has fully exited its stake in Nasdaq, selling approximately $3.4 billion worth of shares across two transactions
British Wealthtech Wagestream Secures €352 Million for Fair Financial Services for Employees
Wagestream, a London-based wealthtech startup, has secured a €352 million debt financing facility from Citi to expand its app-based financial wellbeing services and develop its
Equity Firm Invests $15M in Company Shutdown Startup
Equity management and capital markets firm Carta has invested in SimpleClosure, a startup that automates business shutdowns, as part of a $15 million Series A
Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management
Zoe Financial, the digital end-to-end wealthtech platform transforming how registered investment advisors (RIAs) and investors connect, has secured $29.6 million in Series B led by
The Now Corporation Acquires Incued Fintech Platform to Expand into Private Market Innovation and Cultural Storytelling
The Now Corporation (NWPN), a diversified company advancing sustainable energy, digital finance, and cultural innovation, has acquired the Incued capital markets tech platform from Community
BitradeX Secures £12 Million Series A to Accelerate Global Expansion of AI-Powered Trading Infrastructure
BitradeX, an AI-powered digital asset trading platform, raised £12 million in a Series A round led by Bain Capital to fuel global compliance expansion, the
Sixth Street Leads $63M Series C For US Wealthtech Luma
Luma Financial Technologies, a Cincinnati-based wealthtech platform for alternative investments, raised $63 million in a Series C round led by Sixth Street Growth, with participation
Fintech Startup Crux Raises $50 Million to Build Capital Market Platform for Clean Energy Developers
Crux, a fintech startup focused on clean energy financing, has raised $50 million in Series B led by Lowercarbon Capital, bringing its total funding to
Gen Z Wealth Platform Alinea Invest Raises $10.4 million
Alinea Invest, a Gen Z-focused wealthtech founded by Anam Lakhani and Eve Halimi, has raised $10.4 million in Series A funding to grow its investing
Smallcase Raises $50M in Series D Funding
Smallcase, an wealthtech investment platform that offers model portfolios of stocks and ETFs, raised $50 million in a Series D funding round, led by Elev8
French Fintech RockFi Secures €18M From Partech and Others, Eyes €1B in Assets by 2026
RockFi, a Paris-based fintech specializing in private wealth management, has raised €18M in Series A led by Partech, with participation from existing investors and angels.