Sub-sector
Wealthtech
Sourced fintech market events in Wealthtech. 226 events tracked across M&A, funding, partnerships, product launches, regulatory, buyer theses, personnel moves, and customer wins.
226 Events
$28B Disclosed value
$27M Median value
Windsor Drake tracks 226 sourced fintech market events in Wealthtech from 2020–2026, each with a cited source. Across the 62 with disclosed values, total disclosed value is $28B, with a median of $27M. The largest disclosed deal is Morgan Stanley / E*Trade 2020 at $13B. The most active acquirers are Objectway (2), Morgan Stanley (2). Activity was heaviest in 2026, with 123 tracked events.
Frequently asked questions
How many fintech events in Wealthtech does Windsor Drake track?
Windsor Drake tracks 226 sourced fintech market events in Wealthtech from 2020–2026, each backed by a cited source.
What is the typical deal size in Wealthtech?
Across 62 events in Wealthtech with disclosed values, the median is $27M and total disclosed value is $28B.
What is the largest Wealthtech deal tracked?
Morgan Stanley / E*Trade 2020, at $13B.
Who are the most active acquirers in Wealthtech?
Objectway (2 deals), Morgan Stanley (2 deals).
By event type
Most active companies in Wealthtech
Events
| Primary | Event type | Counterparty | Value | Sub-sector | Date |
|---|---|---|---|---|---|
| Corgi Invest | Personnel Move | Wealthtech | August 20, 2026 | ||
| Eqvista | Product Launch | Wealthtech | August 19, 2026 | ||
| VastAdvisor | Funding Round | $1M | Wealthtech | August 17, 2026 | |
| The Wealth Company | Product Launch | Wealthtech | August 15, 2026 | ||
| SoFi | Product Launch | Wealthtech | August 14, 2026 | ||
| City National Bank | Personnel Move | Wealthtech | August 13, 2026 | ||
| Astraeus | Product Launch | $10M | Wealthtech | August 11, 2026 | |
| TMX Investor Solutions | Strategic Partnership | Wealthtech | August 11, 2026 | ||
| Lighthouse Canton | Product Launch | Wealthtech | August 9, 2026 | ||
| IIFL Capital Services Limited | Strategic Partnership | Wealthtech | August 7, 2026 | ||
| MassMutual of South Carolina | Personnel Move | Wealthtech | August 7, 2026 | ||
| IIFL Capital | Strategic Partnership | Wealthtech | August 6, 2026 | ||
| CIBC | Product Launch | Wealthtech | August 5, 2026 | ||
| InvestiFi | Funding Round | Vibe Credit Union | $20M | Wealthtech | August 4, 2026 |
| OLarry | Personnel Move | Wealthtech | July 30, 2026 | ||
| Mili | Strategic Partnership | Wealthtech | July 30, 2026 | ||
| Cetera | Personnel Move | Wealthtech | July 30, 2026 | ||
| InvestiFi | Funding Round | $20M | Wealthtech | July 29, 2026 | |
| Conquest Planning Inc. | Strategic Partnership | Wealthtech | July 28, 2026 | ||
| SLIB | Transaction | Objectway | Wealthtech | July 27, 2026 | |
| InvestEngine | Personnel Move | Wealthtech | July 20, 2026 | ||
| Creative Financial | Product Launch | Wealthtech | July 17, 2026 | ||
| CI Mutual Funds Inc. | Regulatory | $170M | Wealthtech | July 17, 2026 | |
| Lovell Insurance Group | Transaction | Creative Planning | Wealthtech | July 14, 2026 | |
| Venturi Private Wealth | Transaction | Caprock | Wealthtech | July 14, 2026 | |
| MoneyGeek | Transaction | Madrivo | Wealthtech | July 14, 2026 | |
| Flex | Funding Round | Halo Fund | $70M | Wealthtech | July 14, 2026 |
| Moneybox | Funding Round | Wealthtech | July 13, 2026 | ||
| SEI | Personnel Move | Wealthtech | July 12, 2026 | ||
| Choreo | Personnel Move | Wealthtech | July 10, 2026 | ||
| TAPP Engine | Strategic Partnership | Wealthtech | July 10, 2026 | ||
| Pinnacle Wealth Management | Transaction | Carson Group | $236M | Wealthtech | July 9, 2026 |
| SMArtX Advisory Solutions | Product Launch | Wealthtech | July 9, 2026 | ||
| Resource Financial Group Assets | Transaction | Choreo | Wealthtech | July 8, 2026 | |
| Passive Capital Management | Personnel Move | Wealthtech | July 8, 2026 | ||
| Alight | Strategic Partnership | Wealthtech | July 8, 2026 | ||
| Remotiv Technologies | Transaction | PlanMember Financial Corporation | Wealthtech | July 7, 2026 | |
| Wealth8 | Transaction | LemFi | 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 Shufro Rose | Transaction | Wealth Enhancement | Wealthtech | July 2, 2026 | |
| Composer | Transaction | SoFi | 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 | ||
| Marstone | Transaction | FusionIQ | Wealthtech | June 25, 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 | Jason Kow | 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 | 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 | 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 | ||
| Raiz Invest | Personnel Move | Craig Keary | 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 | 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 | 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 | ||
| FIS | Strategic Partnership | InvestCloud | Wealthtech | May 20, 2026 | |
| Pluang | Funding Round | MUFG Innovation Partners | $10M | Wealthtech | May 19, 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 |
| 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 |
| Wealthy | Funding Round | Bertelsmann India Investments | $16M | Wealthtech | November 24, 2025 |
| Tanami | Product Launch | Wealthtech | November 18, 2025 | ||
| Fisdom | Transaction | Groww | Wealthtech | November 11, 2025 | |
| Groww | Customer Win | Abu Dhabi Investment Authority, New York State Teachers Retirement System, GIC Singapore, Nippon India, Axis Mutual Fund | $358M | Wealthtech | November 4, 2025 |
| Wealthsimple | Funding Round | Dragoneer, GIC, CPP Investments | $563M | Wealthtech | November 3, 2025 |
| Echo | Transaction | Coinbase | $375M | Wealthtech | November 1, 2025 |
| Envestnet | Personnel Move | Bhaskar Peddhapati | Wealthtech | October 23, 2025 | |
| EMAAR | Regulatory | Moniepoint Microfinance Bank, Kuda Bank, Economic and Financial Crimes Commission | Wealthtech | October 1, 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 | ||
| Mako Fintech | Strategic Partnership | Fidelity Clearing Canada | Wealthtech | October 7, 2024 | |
| Hargreaves Lansdown | Transaction | PE Consortium | 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 | |
| Yatra Angel Network | Funding Round | $11M | Wealthtech | November 23, 2022 | |
| Stackwell | Strategic Partnership | Student Freedom Initiative; Prudential Financial | $500,000 | Wealthtech | November 17, 2022 |
| Baraka | Funding Round | Valar Ventures | $20M | Wealthtech | November 15, 2022 |
| Quona Capital | Funding Round | $332M | Wealthtech | November 1, 2022 | |
| WeLab | Funding Round | $900M | Wealthtech | October 18, 2022 | |
| Carret Private Investments | Transaction | Endowus | Wealthtech | October 17, 2022 | |
| Finhay | Funding Round | $25M | Wealthtech | October 5, 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 | |
| Evercity | Product Launch | Wealthtech | November 10, 2021 | ||
| Moduit Digital | Funding Round | $5M | Wealthtech | November 10, 2021 | |
| growney | Transaction | Lloyd Fonds AG | Wealthtech | November 9, 2021 | |
| Standard Chartered | Strategic Partnership | Starling Bank | Wealthtech | November 9, 2021 | |
| Prudential | Strategic Partnership | Privé Technologies | 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 |
| Wealthface | Product Launch | DriveWealth | Wealthtech | November 1, 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 |
| Endowus | Product Launch | Wealthtech | October 6, 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 |
| SIMON Markets LLC | Strategic Partnership | NYDIG | Wealthtech | August 25, 2021 | |
| Just Invest | Transaction | Vanguard | Wealthtech | July 13, 2021 | |
| GetEquity | Product Launch | Wealthtech | July 1, 2021 | ||
| InvestSuite | Funding Round | PMV, AB Accelerator, 365.fintech | $3M | Wealthtech | December 28, 2020 |
| InvestX | Personnel Move | Wealthtech | December 21, 2020 | ||
| Niya | Transaction | Wahed Invest | Wealthtech | December 17, 2020 | |
| Upvest | Funding Round | Earlybird | $13M | Wealthtech | December 10, 2020 |
| 55ip | Transaction | JPMorgan Chase | Wealthtech | December 3, 2020 | |
| Fisdom | Funding Round | PayU | $7M | Wealthtech | December 3, 2020 |
| OurCrowd | Strategic Partnership | UnderRock Investments | Wealthtech | December 2, 2020 | |
| Fidelity | Product Launch | Wealthtech | December 1, 2020 | ||
| iCapital Network | Personnel Move | Marco Bizzozero | Wealthtech | December 1, 2020 | |
| Netcapital | Strategic Partnership | MAGFAST LLC | $1M | Wealthtech | November 26, 2020 |
| Aperio Group | Transaction | BlackRock | $1.1B | Wealthtech | November 23, 2020 |
| Lu International | Strategic Partnership | KASIKORNBANK | Wealthtech | November 20, 2020 | |
| Amicus.io | Funding Round | The FR Group, Wells Fargo Startup Accelerator | $9M | Wealthtech | November 18, 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 | |
| Envestnet | Product Launch | Federated Hermes | Wealthtech | October 13, 2020 | |
| Eaton Vance | Transaction | Morgan Stanley | $7.0B | Wealthtech | October 8, 2020 |
| Superhero | Funding Round | Nick Molnar, Larry Diamond | $8M | Wealthtech | September 1, 2020 |
| Personal Capital | Transaction | Empower Retirement | Wealthtech | June 29, 2020 | |
| E*Trade | Transaction | Morgan Stanley | $13B | Wealthtech | February 20, 2020 |