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A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.

By Christopher Hamman As we all prepare to kick back for summer, things seemed pretty sunny in the cryptospace (for the most part). Then...

By Christopher Hamman With key inflation numbers rising, many people wonder if the US economy will rebound as...

By Chris Robbins It was a slow holiday week in the wealth tech sector, but a busy week...

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

By Christopher Hamman What a week! Bitcoin prices slightly reclaimed lost territory. The bulls believed that the sought-after silver lining had finally arrived.  Embattled FTX...

Wealth management firms are amongst the most process-intensive businesses within the financial services sector. However, many firms struggle to adopt process automation because they lack an understanding of where to begin. 

Similar to last week, we're seeing our top deals come in at $200M-$250M again this week. Last...

Friends, this week the VC numbers ratcheted down QUITE a bit in the fintech sector. What gives with that? It's probably coincidental that it has coincided in some part with the dramatic stock market declines in the US this week, because these deals take some time to close, but still, the coincidental timing is quite curious.

Wealthtech keeps upping the ante as managers continue to expand their footprints and integrate new technology to compete and so advisors can better serve their clients.