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WealthTech Weekly: March 17, 2023

Welcome to the Wealthtech Weekly, your roundup of the latest news and trends in the fintech industry.

What’s going on:

  • Connected nets $2.6 million for expansion
  • TradePMR integrates with CircleBlack
  • Eyeballs Financial becomes part of Wealth Engineering Expert Sourcing Consortium
  • GBST goes for rebranding and boasts a new version of its Composer platform
  • Crystal Capital Partners is slowly accumulating talent super unit
  • Masttro bags $43 million, mainly from FTV Capital
  • Tampa boils with GPT discussions this week

Let’s get a better view of what's happening.

Big moves

Connectd, a platform that bridges investors with startups, has raised $2.6 million in a funding round with LiFE Ventures and Arch Law as major backers. Connectd uses AI-powered algorithms to match investors with startups based on their investment goals and preferences. Connectd plans to use the funds to expand its platform and hire more staff.

Read more here


Tradier's subsidiary, TradePMR, a leading custodian and brokerage technology platform for RIAs, has launched an integration with CircleBlack, a comprehensive wealth management platform. The integration aims to streamline client onboarding and provide advisors with real-time data and analytics - an invaluable addition for many RIAs.

Read more here


Eyeballs Financial, a mobile app for voice-activated custodial reporting and next word in advisor-customer communication, has joined the exclusive Wealth Engineering Expert Sourcing Consortium. The consortium aims to provide its members access to cutting-edge tools and technologies to enhance their investment strategies. Eyeballs Financial’s app seems a fit addition for a giant leap forward.

Read more here

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GBST, a wealth management technology provider, has launched a new version of its Composer platform and unveiled a corporate rebranding. The new platform includes enhanced workflow management, improved data analytics, and better integration with third-party applications. The rebranding reflects the company's strategic focus on innovation and customer-centric solutions.

Read more here


Crystal Capital Partners, an alternative investment advisory firm, is expanding its integrated technology solutions team to back its cloud-hosted operations system. A provider of a unique digital and interactive presentations experience, the company plans to use its tech talent powerhouse to build a new portal for a next-gen client-advisor experience.

Read more here


Masttro, a wealth management platform, has bagged $43 million in a funding round led by FTV Capital. The platform offers a suite of tools for financial advisors, including portfolio management, client reporting, and risk analysis. By successfully completing the round, the company will be able to boost its R&D and expand in the market.

Read more here

Bird’s eye view

Morgan Stanley Wealth Management announces it’s among the first to receive exclusive access to GPT-4, the only one in wealth management. However, Wealthtech has been adopting it at a wild pace, causing concerns among industry experts who believe careful consideration of the tool’s capabilities should come first. 

Predictably, AI was a spotlight topic at Technology Tools for Today (T3) conference in Tampa. Wealth has posted the highlights from the speech of Raj Madan, Head of Technology at AdvisorEngine.

Read more here.

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Svietoslava Myloradovych avatar
Svietoslava Myloradovych
Content fairy. Verbing around the brightest moments in Fintech for INSART.
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