PE Tech Report


Marstone closes USD5m Series A funding

Marstone, a digital wealth technology firm, has held the second close of a USD5 million Series A financing round bringing the company’s total funding to over USD20 million.  The first close, led by Apex Fintech Solutions LLC, the “fintech for fintechs” powering innovation and the future of digital wealth management,

Stanhope FFT Global Ventures launched by Stanhope Capital Group

Stanhope Capital Group, a global independent wealth management and advisory firm overseeing USD26 billion in client assets, is launching Stanhope FFT Global Ventures, a new vehicle dedicated to investing with some of the world’s best performing venture capital firms.  Read the full story at Wealth Adviser…

Maven UK Regional Buyout Fund backs dual acquisitions by Titan Wealth

The Maven UK Regional Buyout Fund, managed by Maven Capital Partners (Maven), has invested in Titan Wealth Holdings (Titan) to support Titan’s platform acquisitions and future acquisition strategy. Titan has been formed to provide more integrated and flexible services to investment managers and independent financial advisers (IFAs) through a central

Unusual Ventures leads USD17m Series A funding round in Alto

Alto Solutions, a self-directed IRA platform aiming to make it easier for individuals to access and invest in alternative assets using their retirement funds, has closed a USD17 million Series A funding round led by Unusual Ventures, with additional participation from existing investors Moment Ventures, Acrew Capital, and Alpha Edison,

Stig Olsen, SS&C Advent

Mass affluent growth leads progress in scalable solutions

As the mass affluent investor segment is tipped for growth, wealth managers should ensure they have scalable solutions to manage the potential increase in client numbers which could come with capturing the progress in this area.


Warburg Pincus to invest in Tilney Smith & Williamson merger

Warburg Pincus will co-invest in Tilney and Smith & Williamson’s revised transaction structure for their proposed merger, alongside funds advised by Permira. Since the deal was first announced in September 2019, both firms have been involved in planning for the combined business. The combined group will be known as Tilney

Nordic flags

Nordic Capital to acquire Max Matthiessen

Nordic Capital has agreed to acquire Max Matthiessen, a financial advisor focused on pensions, insurance and investment in the Nordics, from Willis Towers Watson. Founded in 1889, Max Matthiessen has been active in the insurance sector for more than 130 years. Nordic Capital aims to develop the company’s customer offering


24 October, 2024 – 8:30 am

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