Capital Markets Tech / WealthTech

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families
Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, has raised $80 million in a Series B round led by Goldman

Bruce Markets Announces New Round of Strategic Investment Backed by Industry Leaders
Bruce Markets, an Alternative Trading System offering secure overnight access to U.S. markets, has announced a strategic investment round backed by significant financial players, including

FCA And NVIDIA Back AI Sandbox In UK Wealth Tech Push
The FCA in collaboration with NVIDIA has launched a “Supercharged Sandbox” to support responsible AI experimentation in financial services, offering smaller wealthtech firms access to

NaroIQ Raises €5.8 Million to Establish European Fund Infrastructure
NaroIQ, a German fintech and capital markets technology developer that enables European companies to launch and manage ETFs and funds with lower cost and effort,

JPMorgan Plans to Offer Clients Financing Against Crypto ETFs
JPMorgan will soon allow trading and wealth-management clients to use crypto ETFs, starting with BlackRock’s iShares Bitcoin Trust, as collateral for loans—an unprecedented move aligning

Peter Thiel-backed Crypto Group Bullish Files for IPO
Peter Thiel-backed crypto exchange Bullish has confidentially filed for a Wall Street IPO, aiming to capitalize on renewed investor enthusiasm for digital assets amid Donald

Syfe Secures $80M Series C for APAC Expansion
Syfe, the Singapore-based digital wealth platform, has raised $80 million in Series C funding ( bringing its total raised to $132 million) to accelerate expansion

AgentSmyth Raises $8.7M Seed Round from FinTech Collective & Thomson Reuters
AgentSmyth, a New York-based autonomous agent platform for trading and investment, has raised $8.7 million in Seed capital in a round co-led by FinTech Collective

Acorns Acquires EarlyBird to Deepen Focus on Family Financial Wellness
Acorns, a fintech company best known as a micro-investing platform, has acquired EarlyBird, a family-focused investing, and digital memory platform, to expand its suite of

Robinhood Expands Desktop Trading Platform to UK
Robinhood, the U.S.-based online brokerage firm, has launched its desktop trading platform in the UK, offering advanced tools to over 11 million retail investors as

Personal Finance App Monarch Raises $75 Million Despite ‘Nuclear Winter’ for Fintech Startups
Monarch, the personal finance startup aiming to provide an all-in-one mobile app for tracking spending, has raised $75 million in series B funding led by

True Markets Raises $11M in Series A, Launches Mobile-First DeFi Trading App on Solana
True Markets, a new decentralized finance (DeFi) trading platform focused on stablecoin-native execution, has launched its mobile app on Solana and closed an $11 million