Sub-sector
Wealthtech
Sourced fintech market events in Wealthtech. 9 events tracked across M&A, funding, partnerships, product launches, regulatory, buyer theses, personnel moves, and customer wins.
9 Events
$9.3B Disclosed value
$1.0B Median value
By event type
Most active companies in Wealthtech
Events
| Primary | Event type | Counterparty | Value | Sub-sector | Date |
|---|---|---|---|---|---|
| McCarrell Insurance | Transaction | Ty J. Young Wealth Management | $250M | Wealthtech | May 21, 2026 |
| PrimaryBid | Transaction | SoFi Technologies | Wealthtech | May 16, 2026 | |
| Context Analytics | Transaction | BridgeWise | $13M | Wealthtech | February 17, 2026 |
| BridgeFT | Strategic Partnership | Dynasty Financial Partners | Wealthtech | December 30, 2023 | |
| Plaid | Strategic Partnership | Citigroup | Wealthtech | December 30, 2023 | |
| Just Invest | Transaction | Vanguard | Wealthtech | July 13, 2021 | |
| Aperio Group | Transaction | BlackRock | $1.1B | Wealthtech | November 23, 2020 |
| Eaton Vance | Transaction | Morgan Stanley | $7.0B | Wealthtech | October 8, 2020 |
| Personal Capital | Transaction | Empower Retirement | $1.0B | Wealthtech | June 29, 2020 |