News by FinTech Collective

5/14/2025 6:15:30 PM

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California based provider of wealth management software for RIAs raised $230m in Series G funding led by Vitruvian Partners and WestCap.

4/24/2025 7:40:23 AM

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California based provider of custodian software for RIAs raised $152m in Series F funding led by GIC.

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"Venture investments in wealth management a decade ago focused on tech that cut out humans. Today, most are betting that those with deep...…

4/13/2023 3:36:28 PM

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California based solution for RIA custodial services raises $112m in Series D funding led by Insight Partners.

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“While the RIA industry has evolved rapidly over the past 20 years, the custodians serving them have not,” said Altruist CEO Jason Wenk...…

FinTech Collective

2/13/2015 4:27:15 PM

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Fidelity Investments is buying eMoney, a 270 person wealth management software company, for $250m. Fidelity says that they have no...