2026-09-09
$101M of new funding is targeting wealth and asset management operations
2 funded companies building into wealth and asset management operations. The work in scope is what the Head of Investment Operations owns today.
The funding
Wealth management platform for independent financial advisors. Full operations, compliance, tech & marketing support. $8B+ assets. Join 150+ advisors.
Savvy Wealth Raises $100M in Series C Funding →ASI Engineering lands nearly $1 million to scale AI for asset management
ASI Engineering lands nearly $1 million to scale AI for asset management →What it means
Capital arriving in a function is a reliable leading indicator. It does not mean the incumbents are wrong, and it does not mean these companies will succeed. It means that within the next few quarters the people who run this work will be asked what their function is doing about it, and the honest answer has to start with where that function actually stands.
So we built the assessment for it. Not a purchase decision, a structured set of questions to take to your own team.