SUBSECTOR RECORD
Wealth Management.
FinTech · 8 deals in the register, newest first.
Envestnet / VestmarkSEP 10
Portfolio management, trading, and tax-transition SaaS platform for wirehouses, broker-dealers, and wealth management firms; supports more t
Sixth Street Growth / WealthboxSEP 7Client relationship management and workflow automation software purpose-built for independent financial advisors, RIAs, broker-dealers, and
Aquiline Capital Partners / FlourishSEP 2Cash management, annuities, and home-lending software platform built exclusively for independent registered investment advisors, enabling th
iPipeline / OrigoSEP 1Pension transfer, integration hub, and identity SaaS platform enabling secure data exchange and asset transfers between UK pension providers
Nucleus Financial Platforms / Third FinancialSEP 1Front-to-back investment platform and wealth management software serving discretionary wealth managers, multi-family offices, and adviser co
Warburg Pincus / Netfonds AGAUG 19B2B cloud platform (finfire) providing investment advisory, portfolio management, transaction processing, and regulatory compliance software
Warburg Pincus / Cerity PartnersFEB 1Cerity Partners provides integrated investment management, financial planning, tax, and estate services to high-net-worth individuals, famil
iAltA / BridgeFTJAN 1BridgeFT provides an API-first, cloud-native WealthTech platform that aggregates and normalizes multi-custodial financial data for RIAs, fin
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