5/14/2025 6:15:30 PM Addepar raises $230m in Series G funding By Kate Wang 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 Altruist raises $152m in Series F funding By Kate Wang California based provider of custodian software for RIAs raised $152m in Series F funding led by GIC.
4/13/2023 3:36:28 PM Altruist raises $112m in Series D funding By Samantha Wulfson California based solution for RIA custodial services raises $112m in Series D funding led by Insight Partners.
2/13/2015 4:27:15 PM What to make of Fidelity Investments paying $250 million out of the blue for eMoney By FinTech Collective Fidelity Investments is buying eMoney, a 270 person wealth management software company, for $250m. Fidelity says that they have no...