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WealthTech Weekly: March 3, 2023

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

What’s going on:

  • Ritholtz Wealth Management buys BlackRock's business spinoff
  • Euronext and Allfunds no longer have a deal
  • Orion reveals a new compliance tool
  • Wealth Dynamix has a new Chief Strategy Officer
  • BridgeFT receives a 2023 Wealth Management Award
  • Equisoft nets funding to back its expansion
  • New survey pins vectors of Wealthtech’s evolution
  • Advisors are increasingly willing to invest in Wealthtech solutions

Let’s zoom in on these updates.

Big moves

Ritholtz Wealth Management has acquired BlackRock's FutureAdvisor robo-advisory business. This acquisition will help Ritholtz Wealth Management expand its digital capabilities and offer more personalized financial advice to its clients.

Read more here.


The last week’s digest mentioned Euronext offering an acquisition deal to Allfunds. A week after, Euronext takes it back, raising a lot of confusion in the industry. The move is said to come after Allfunds' owners rejected Euronext's offer, which was deemed too low, while Euronext claims its due diligence results made it change its mind.

Regardless of the true reason behind the break, the price moves for shares of both companies changed the direction: Euronext grew by 5% and Allfunds lost 13%.

Read more here.


Orion has launched a revolutionary compliance technology tool that will be integrated into its connected Wealthtech stack. The new tool will help advisors and firms better manage client data and ensure regulatory compliance.

Read more here.

Next read: How Fintech Is Driving Financial Inclusion

→ Discover main trends 

Wealth Dynamix has appointed a new Chief Strategy Officer to help drive the company's growth and expansion into new markets. The new executive will be responsible for developing and executing strategic plans and partnerships.

Read more here.


BridgeFT has been named the best data information provider at the 2023 Wealth Management Awards. The cloud-native company provides comprehensive data solutions for wealth management firms and advisors to enable data-driven client outcomes and has recently released a next-gen WealthTech-as-a-Service platform.

Read more here.


Equisoft, a premier Wealthtech provider, has secured new funding to further develop its digital solutions for the wealth management industry. The new funding will help the company expand its product offerings and strengthen its market position.

Read more here.

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Bird’s eye view

A recent survey found that advisors are increasingly willing to invest in Wealthtech solutions to improve their businesses. What they are looking for is more integrated and personalized solutions to better serve their clients.

Read more here.


A new report highlights how Fintech is transforming the finance industry, including Wealthtech. The report identifies key trends and areas of growth, including AI-powered investment management and the use of blockchain for secure data management.

Read more here.

We bring more than news 

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  • We assemble dedicated teams for Fintech projects and manage them long-term. 
  • A thorough understanding of financial concepts helps our developers build best-in-class gear. 
  • By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial well-being. 

Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the business domain area. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!


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