Sub-sector
Wealthtech
Sourced fintech market events in Wealthtech. 163 events tracked across M&A, funding, partnerships, product launches, regulatory, buyer theses, personnel moves, and customer wins.
163 Events
$36B Disclosed value
$64M Median value
Windsor Drake tracks 163 sourced fintech market events in Wealthtech from 2020–2026, each with a cited source. Across the 54 with disclosed values, total disclosed value is $36B, with a median of $64M. The largest disclosed deal is Morgan Stanley / E*Trade 2020 at $13B. The most active acquirers are Morgan Stanley (2). Activity was heaviest in 2026, with 85 tracked events.
Frequently asked questions
How many fintech events in Wealthtech does Windsor Drake track?
Windsor Drake tracks 163 sourced fintech market events in Wealthtech from 2020–2026, each backed by a cited source.
What is the typical deal size in Wealthtech?
Across 54 events in Wealthtech with disclosed values, the median is $64M and total disclosed value is $36B.
What is the largest Wealthtech deal tracked?
Morgan Stanley / E*Trade 2020, at $13B.
Who are the most active acquirers in Wealthtech?
Morgan Stanley (2 deals).
By event type
Most active companies in Wealthtech
Events
| Primary | Event type | Counterparty | Value | Sub-sector | Date |
|---|---|---|---|---|---|
| Wealth8 | Transaction | Financial platform | $250M | Wealthtech | July 6, 2026 |
| Amerant Investments | Personnel Move | Wealthtech | July 6, 2026 | ||
| SEI | Personnel Move | Wealthtech | July 4, 2026 | ||
| MDOTM Ltd. | Funding Round | $27M | Wealthtech | July 3, 2026 | |
| Hargreaves Lansdown | Personnel Move | Wealthtech | July 3, 2026 | ||
| the Kaminsky-Silverman Group of | Transaction | wealth management firm dedicated to enriching clients' lives, announced it | $554M | Wealthtech | July 2, 2026 |
| AI-based investing startup Composer | Transaction | SoFi | $250M | Wealthtech | July 2, 2026 |
| OCBC | Product Launch | Wealthtech | July 2, 2026 | ||
| WealthAi | Strategic Partnership | Wealthtech | July 2, 2026 | ||
| WealthArc | Product Launch | Wealthtech | July 2, 2026 | ||
| FNZ's Swiss private banking tech business | Transaction | Objectway | Wealthtech | July 1, 2026 | |
| Equity Stake | Transaction | Waterloo Capital | Wealthtech | July 1, 2026 | |
| Clearstead Advisors | Personnel Move | Wealthtech | July 1, 2026 | ||
| GCG Advisory Partners | Strategic Partnership | Wealthtech | July 1, 2026 | ||
| MDOTM Ltd. | Funding Round | Expedition Growth Capital | $27M | Wealthtech | June 30, 2026 |
| Oxyfinz | Product Launch | Wealthtech | June 27, 2026 | ||
| Wright Investors' Service | Strategic Partnership | Wealthtech | June 26, 2026 | ||
| Reins | Strategic Partnership | Wealthtech | June 26, 2026 | ||
| Fiduciary Exchange | Strategic Partnership | Wealthtech | June 25, 2026 | ||
| Insiders Capital | Product Launch | Wealthtech | June 25, 2026 | ||
| Arca | Funding Round | $64M | Wealthtech | June 25, 2026 | |
| Jeremy Yono Financial Planning | Product Launch | Wealthtech | June 24, 2026 | ||
| Australian Financial Planning Group | Funding Round | Wealthtech | June 24, 2026 | ||
| VastAdvisor | Product Launch | Wealthtech | June 23, 2026 | ||
| Queensgate Investments | Transaction | Individual | $250M | Wealthtech | June 22, 2026 |
| Kudu Investment Management | Funding Round | Wealthtech | June 22, 2026 | ||
| National Association of Personal Financial Advisors (NAPFA) | Regulatory | Wealthtech | June 22, 2026 | ||
| Festina Finance | Funding Round | $28M | Wealthtech | June 19, 2026 | |
| Genesis Wealth | Personnel Move | Wealthtech | June 18, 2026 | ||
| ETFobchodník | Product Launch | Wealthtech | June 18, 2026 | ||
| Seven Bridges Wealth Advisors | Personnel Move | Wealthtech | June 18, 2026 | ||
| Salesforce | Product Launch | Wealthtech | June 18, 2026 | ||
| GoHenry kids fintech app | Transaction | Barclays | $250M | Wealthtech | June 17, 2026 |
| Merit Financial Advisors | Strategic Partnership | Wealthtech | June 15, 2026 | ||
| Motive Partners | Funding Round | Wealthtech | June 14, 2026 | ||
| Trust & Will | Strategic Partnership | Wealthtech | June 11, 2026 | ||
| Plum | Product Launch | Wealthtech | June 10, 2026 | ||
| additiv | Transaction | Temenos | $250M | Wealthtech | June 8, 2026 |
| IEQ Capital | Personnel Move | Wealthtech | June 8, 2026 | ||
| VanEck | Strategic Partnership | Wealthtech | June 8, 2026 | ||
| BMO | Product Launch | Wealthtech | June 8, 2026 | ||
| RetireWizard | Product Launch | Wealthtech | June 8, 2026 | ||
| Cresset | Personnel Move | Wealthtech | June 8, 2026 | ||
| ZA Bank | Strategic Partnership | Wealthtech | June 5, 2026 | ||
| Webull | Product Launch | Wealthtech | June 5, 2026 | ||
| Sanctuary Wealth | Strategic Partnership | Wealthtech | June 5, 2026 | ||
| Veli's wealth business | Transaction | Penning | Wealthtech | June 4, 2026 | |
| North Square Investments | Personnel Move | Wealthtech | June 4, 2026 | ||
| Pathstone | Strategic Partnership | Wealthtech | June 4, 2026 | ||
| Simon Quick Advisors | Product Launch | Wealthtech | June 3, 2026 | ||
| Plynk | Product Launch | Wealthtech | June 2, 2026 | ||
| Loqbox | Strategic Partnership | Wealthtech | June 1, 2026 | ||
| Institute for Portfolio Alternatives | Regulatory | Wealthtech | June 1, 2026 | ||
| Lincoln Investment Planning | Personnel Move | Wealthtech | June 1, 2026 | ||
| Designed Wealth Management | Product Launch | Wealthtech | May 30, 2026 | ||
| Guardian | Personnel Move | Wealthtech | May 29, 2026 | ||
| Offit Capital | Strategic Partnership | Wealthtech | May 29, 2026 | ||
| BNY | Product Launch | Wealthtech | May 29, 2026 | ||
| EFG International | Personnel Move | Wealthtech | May 29, 2026 | ||
| The Guardian Life Insurance Company of America | Personnel Move | Wealthtech | May 28, 2026 | ||
| SEI | Personnel Move | Wealthtech | May 27, 2026 | ||
| IPG | Transaction | Swiss insurance broker 1291 Group | Wealthtech | May 26, 2026 | |
| Leelyn Smith | Personnel Move | Wealthtech | May 26, 2026 | ||
| Zopa Bank | Regulatory | Wealthtech | May 25, 2026 | ||
| Farther | Funding Round | $150M | Wealthtech | May 22, 2026 | |
| Addepar | Product Launch | Wealthtech | May 22, 2026 | ||
| McCarrell Insurance | Transaction | Ty J. Young Wealth Management | $250M | Wealthtech | May 21, 2026 |
| Boldin | Product Launch | Wealthtech | May 21, 2026 | ||
| Associated Banc-Corp | Personnel Move | Wealthtech | May 21, 2026 | ||
| FNZ | Personnel Move | Wealthtech | May 21, 2026 | ||
| Eagle Rock Wealth | Personnel Move | Wealthtech | May 21, 2026 | ||
| Farther | Funding Round | $150M | Wealthtech | May 21, 2026 | |
| FIS | Strategic Partnership | InvestCloud | Wealthtech | May 20, 2026 | |
| PrimaryBid | Transaction | SoFi Technologies | Wealthtech | May 16, 2026 | |
| Piko Labs AI | Personnel Move | Aditi Javeri Gokhale | Wealthtech | May 14, 2026 | |
| Wells Fargo | Strategic Partnership | BlackRock | Wealthtech | May 8, 2026 | |
| Precept | Transaction | iAltA Holdings | Wealthtech | April 29, 2026 | |
| Astor | Funding Round | Monashees | $5M | Wealthtech | April 23, 2026 |
| Endowus | Strategic Partnership | Citibank Hong Kong | Wealthtech | April 15, 2026 | |
| Citi | Strategic Partnership | Endowus | Wealthtech | April 15, 2026 | |
| InvestSuite | Product Launch | Wealthtech | April 8, 2026 | ||
| Infinyte Club | Transaction | Dhan | $10M | Wealthtech | April 2, 2026 |
| Context Analytics | Transaction | BridgeWise | $13M | Wealthtech | February 17, 2026 |
| Alinea | Funding Round | PvX Partners | $23M | Wealthtech | February 1, 2026 |
| Groww AMC | Transaction | State Street Global Advisors | Wealthtech | January 14, 2026 | |
| SnapTrade | Strategic Partnership | Webull | Wealthtech | December 16, 2025 | |
| Abu Dhabi Investment Office | Strategic Partnership | Prudential Financial Inc | Wealthtech | December 11, 2025 | |
| Flex | Funding Round | Portage Ventures | $60M | Wealthtech | December 4, 2025 |
| Wealthy.in | Funding Round | Bertelsmann India Investments | $16M | Wealthtech | November 24, 2025 |
| Tanami | Product Launch | Wealthtech | November 18, 2025 | ||
| Fisdom | Transaction | Groww | $150M | Wealthtech | November 11, 2025 |
| Thndr | Funding Round | Prosus Ventures | $16M | Wealthtech | May 1, 2025 |
| Strictly Money Ltd | Funding Round | Crowdcube | Wealthtech | December 27, 2024 | |
| ZFunds | Funding Round | Elevation Capital | $3M | Wealthtech | December 3, 2024 |
| Amber DWM Holding Limited | Transaction | iClick Interactive Asia Group Limited | $360M | Wealthtech | November 30, 2024 |
| Range | Funding Round | Cathay Innovation | $28M | Wealthtech | November 26, 2024 |
| Canadian Islamic Wealth | Transaction | Manzil | Wealthtech | November 25, 2024 | |
| TradePMR | Transaction | Robinhood Markets | $300M | Wealthtech | November 19, 2024 |
| Webull | Product Launch | Blue Ocean Technologies | Wealthtech | November 12, 2024 | |
| Toss Securities | Personnel Move | Richard J. Hagen, Jr. | Wealthtech | November 12, 2024 | |
| Vega | Funding Round | Apollo, Motive | $20M | Wealthtech | November 12, 2024 |
| Allianz X | Strategic Partnership | AlTi Tiedemann Global | Wealthtech | November 4, 2024 | |
| Groww | Funding Round | $960M | Wealthtech | November 4, 2024 | |
| Arta Finance | Strategic Partnership | Temasek Trust's Co-Axis | $30M | Wealthtech | October 24, 2024 |
| Investa Markets Ltd | Funding Round | Crowdcube | Wealthtech | October 20, 2024 | |
| SUMS Capital | Funding Round | Atlantic Canada Opportunities Agency (ACOA) | $112,500 | Wealthtech | October 11, 2024 |
| FusionIQ | Personnel Move | Wealthtech | October 9, 2024 | ||
| FusionIQ | Funding Round | Wealthtech | October 9, 2024 | ||
| Hargreaves Lansdown | Transaction | PE Consortium | $6.8B | Wealthtech | January 1, 2024 |
| BridgeFT | Strategic Partnership | Dynasty Financial Partners | Wealthtech | December 30, 2023 | |
| Plaid | Strategic Partnership | Citigroup | Wealthtech | December 30, 2023 | |
| BridgeFT | Strategic Partnership | Dynasty Financial Partners | Wealthtech | December 27, 2023 | |
| Allfunds | Personnel Move | Antonio Varela | Wealthtech | December 1, 2023 | |
| Wealthsimple | Strategic Partnership | LGT Capital Partners | Wealthtech | November 22, 2023 | |
| Advent International | Strategic Partnership | Tricia Rothschild | Wealthtech | November 21, 2023 | |
| Arch | Funding Round | Menlo Ventures, Craft Ventures, Quiet Capital, Focus Financial Partners, Carta, Citi Ventures, GPS Investment Partners | $20M | Wealthtech | November 9, 2023 |
| Dstreet Finance | Transaction | Angel One | Wealthtech | November 1, 2023 | |
| Altruist | Buyer Thesis | Wealthtech | October 10, 2023 | ||
| Fintech in Action | Strategic Partnership | Stackwell | Wealthtech | August 8, 2023 | |
| AirFund | Strategic Partnership | Amundi, Indosuez Wealth Management | $7M | Wealthtech | August 4, 2023 |
| Conquest Planning Inc. | Funding Round | Fidelity International Strategic Ventures, Portage Ventures, BNY Mellon, Royal Bank of Canada | $24M | Wealthtech | February 1, 2023 |
| Akulaku | Strategic Partnership | Mitsubishi UFJ Financial Group (MUFG) | $200M | Wealthtech | December 26, 2022 |
| Surge Ventures | Strategic Partnership | Virgo Capital | Wealthtech | December 15, 2022 | |
| Linqto | Strategic Partnership | Farther | Wealthtech | December 7, 2022 | |
| PreciseFP | Strategic Partnership | AdvisorEngine, Pulse360, FP Alpha | Wealthtech | December 6, 2022 | |
| ALPIMA | Transaction | Quantifeed | Wealthtech | November 26, 2022 | |
| Stackwell | Strategic Partnership | Student Freedom Initiative; Prudential Financial | $500,000 | Wealthtech | November 17, 2022 |
| Quona Capital | Funding Round | $332M | Wealthtech | November 1, 2022 | |
| growney | Transaction | Lloyd Fonds AG | Wealthtech | October 23, 2022 | |
| WeLab | Funding Round | $900M | Wealthtech | October 18, 2022 | |
| Carret Private Investments | Transaction | Endowus | Wealthtech | October 17, 2022 | |
| Halo Investing | Funding Round | $100M | Wealthtech | December 20, 2021 | |
| Endowus | Personnel Move | Grace Chiang | Wealthtech | December 14, 2021 | |
| Xen Capital | Funding Round | Headline Asia | $8M | Wealthtech | December 5, 2021 |
| PT Moduit Digital Indonesian | Funding Round | Reciprocus Moduit Holding | $5M | Wealthtech | November 15, 2021 |
| Syfe | Funding Round | Wealthtech | November 12, 2021 | ||
| Middlemarch Partners | Strategic Partnership | Convergency Partners | Wealthtech | November 12, 2021 | |
| Moduit Digital | Funding Round | $5M | Wealthtech | November 10, 2021 | |
| Standard Chartered | Strategic Partnership | Starling Bank | Wealthtech | November 9, 2021 | |
| Copper Financial | Strategic Partnership | FusionIQ | Wealthtech | November 4, 2021 | |
| SIMON Markets LLC | Strategic Partnership | +SUBSCRIBE | Wealthtech | November 3, 2021 | |
| TIFIN | Strategic Partnership | Hamilton Lane | $47M | Wealthtech | November 2, 2021 |
| Tifin | Funding Round | Hamilton Lane, J.P. Morgan Asset Management, Morningstar, Broadridge | $47M | Wealthtech | October 28, 2021 |
| Hamilton Lane | Strategic Partnership | TIFIN | $47M | Wealthtech | October 28, 2021 |
| White Star Capital | Funding Round | $360M | Wealthtech | October 27, 2021 | |
| Vestr | Strategic Partnership | Julius Baer | Wealthtech | October 26, 2021 | |
| LetsVenture | Product Launch | Wealthtech | October 21, 2021 | ||
| Everest Consolidator Acquisition | Funding Round | BofA Securities | $150M | Wealthtech | October 20, 2021 |
| Ajaib | Funding Round | $153M | Wealthtech | October 1, 2021 | |
| Ascend Money | Funding Round | Bow Wave Capital Management, CP, Ant Group | $150M | Wealthtech | September 27, 2021 |
| Just Invest | Transaction | Vanguard | Wealthtech | July 13, 2021 | |
| InvestSuite | Funding Round | PMV, AB Accelerator, 365.fintech | $3M | Wealthtech | December 28, 2020 |
| Niya | Transaction | Wahed Invest | Wealthtech | December 17, 2020 | |
| 55ip | Transaction | JPMorgan Chase | Wealthtech | December 3, 2020 | |
| Fisdom | Funding Round | PayU | $7M | Wealthtech | December 3, 2020 |
| Aperio Group | Transaction | BlackRock | $1.1B | Wealthtech | November 23, 2020 |
| Lu International | Strategic Partnership | KASIKORNBANK | Wealthtech | November 20, 2020 | |
| Sarwa | Strategic Partnership | Saxo Bank | Wealthtech | November 17, 2020 | |
| NextSeed | Transaction | Republic | Wealthtech | November 1, 2020 | |
| JPMorgan | Buyer Thesis | BlackRock | Wealthtech | October 22, 2020 | |
| Eaton Vance | Transaction | Morgan Stanley | $7.0B | Wealthtech | October 8, 2020 |
| Personal Capital | Transaction | Empower Retirement | $1.0B | Wealthtech | June 29, 2020 |
| E*Trade | Transaction | Morgan Stanley | $13B | Wealthtech | February 20, 2020 |