What is FOTech Bulletin?
All in one place, our news bulletin summarises recent developments in the family office technology space. It is published every few weeks.
What info do you track?
We include company updates such as M&A, funding rounds, people moves, major clients, expansion into new markets, partnerships, product integrations, updates and functionality enhancements. We do not include industry award wins, list rankings or paid content.
Feedback?
Let us know what you think! Email us for any updates, suggestions, who you think we should follow and what is not relevant. We appreciate hearing from you.
Bulletin #15
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Company Headlines
- Addepar Launches Trading Platform – Simplifies portfolio rebalancing and data visualization
- K1x Secures $20M Funding – Edison Partners backs AI-driven K-1 reporting platform
- SS&C Unveils AI Alternatives Tool – Consolidates traditional and alternative investment data
- iCapital Hits $200B in Assets – Growth driven by private market demand and global expansion
- Wealth.com Partners with Addepar – Automates onboarding and estate planning
- Summitas and Orion Integrate – Boosts portfolio management tools
- Altoo Launches Mobile App – Streamlined wealth management on the go
- Vyzer Adds New Portals – Expands investor access with DLP and MAG Capital
- Vanilla Gains New Clients – Bank of Jackson Hole and Cedar Point join
- BMW Adopts ORCA Charts – Enhances entity management with automated charting
Bulletin #14
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Company headlines:
- Eton Solutions' EtonGPT™ is Officially Launched
- Wealth.com Raises $30M in Series A Funding
- Vanilla Closes New Funding Round
- BlackCloak Raises $17M Series B to Expand Cybersecurity for High-Targeted Individuals
- VRGL Closes New Funding Round
Bulletin #13
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In this post: #Canoe Intelligence #Eton Solutions #ArtaFinance #TIFIN #Envestnet #Meradia #Accelex #OSYTE #intelliflo #SEI #SSCTechnologies #SCAdvent #Allvue #Elysys #TheTMGroup #leafplanner #K1X #Masttro #Apex #Asora #boostedAI #Dynasty #Sandbox #FASolutions #Wealth.com #Addepar #Landytech #FPrimeCapital #EightRoads #GoldmanSachs #Catamaran #Infosys #EricSchmidt #DSPGroup #BainCapital #BBRPartners #ScoutingCapitalFamilyAdvisors #ACPGroup
Bulletin #12
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In this post: #AltExchange #MotleyFoolVentures #BroadhavenVentures #RitholtzWealthManagement #Arch #Accelex #CanoeIntelligence #Fi-Tek #RockitSolutions #Fi-TekWealthSolutions #FoundationSource #PGCalc #SSCTechnologies #GIFTCity #ORCA #Guirbaden #QPLIX #SEIFamilyOfficeServices #AssetMark #TifinGive #FirstRate #Fispoke #1fsWealth #AlbournePartners #CrossCountryConsulting #Workiva #Trustate #Zapier #DynamoSoftware #Magpie #Addepar #Vyzer
Bulletin #11
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In this post: #iCapital #UBSWealthManagement #GenII #SumItSoftware #Addepar #VistarraByFirstRate #PwC #OpenAI #MercerAdvisors #OptoInvestments #MarcumTechnology #CLA #Trustworthy #Ricoh #SS&CBlackDiamond #Entole #Sattva #AssetVantage #LandyTech #K1x #Vanilla #CanoeIntelligence #InfoGrate #EtonAdvisors #OrionWealthManagement #GreenHill #d1g1t #Alkymi
Bulletin #10
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In this post: #AgilLink #Alkymi #Arch #AssetVantage #Canoe #Chronograph #CohnReznick #d1g1t #eMinutes #F2 Strategy #Foundation Source #FundCount #iCapital #iPaladin #K1x #Lukka #Luminary #Mammoth #Mirador #Opto #Portfolio BI #ProTrustee #Qplix #RSM #SoftLedger #Subscribe #Trustate #Vanilla #WealthHub
Bulletin #9
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In this post: #Mirador #SEI #F2 Strategy #InvestCloud #Canoe #DataSnipper #SS&C #Luminary #Ledgex #Xero #Vanilla #Vyzer #WealthArc #AMPLIFY #Addepar #AltExchange #Juniper Square #Orion #CAIS #K1x #NODE40 #SoftLedger #Altoo #Divizend #ORCA #First Rate #Moonfare #Opto Investments #Portfolio BI #Foundation Source
Bulletin #8
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In this post: #1fs wealth #Accelex #Aleta #Alkymi #Arch #BitGo #Brassica #CAIS #Canoe #ClarityEdge #Clockwork #Collation.AI #Envestnet #Forest Systems #Foundation Source #GivingPlace #iCapital #InvestCloud #Ledgex #Lionpoint #Marcum #SS&C Technologies #TIFIN Give #Trustate #Venn by Two Sigma
Bulletin #7
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In this post: #Accelex #Addepar #Alkymi #Altoo AG #Amplify Advisory Solutions #Arch #Canoe #Deviate Consulting #Eton Solutions #FactSet #Forest Systems #Foundation Source #iCapital #IQ-EQ #K1x #KnowLedger #Ledgex #Maestro FS #Mirador #PBI #Performativ #SS&C Advent #SS&C Black Diamond #TIFIN #Trove #Vyzer
Bulletin #6
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In this post: #Addepar #Allfunds #Canoe #d1g1t #Eton Solutions #FinLab #Foundation Source #GreenHill Investment Reporting #Mirador #Opto Investments #Shaun Parkin #+SUBSCRIBE #Wealth.com
Bulletin #5
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In this post: #Addepar #AgilLink #Alkymi #BILL #Burgiss #Canoe #Custodiex #F2 Strategy #K1x #Knowledger #MSCI #Opto Investments #Portfolio BI #Proteus #QPLIX #SS&C Salentica #SS&C Technologies #Vanilla #Venn by Two Sigma and K1 insight from Gary Mills
Bulletin #4
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In this post: #Addepar #Alkymi #Allfunds #Asset Vantage #Arch #Backstop Solutions #Broadridge #Canoe Intelligence #Dynamo Software #Foundation Source #iCapital #Ledgex #Luminary #Masttro #Mirador #Opto #PCR Financial Aggregation #Plumb #SS&C Technologies #+Subscribe #TIFIN #Trustate
Bulletin #3
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In this post: #+SUBSCRIBE #Addepar #Alkymi #AltExchange #Altoo #Asora #Certuity #Cresset #Dynamo #Dynasty Financial Partners #Entole #F2 Strategy #FA Solutions #FundCount #iCapital #iPaladin #K1x #Luminary #Masttro #Mirador #Northern Trust #Oakbrook Solutions #Orca #PFA Solutions #Prime Trust #Proteus #SEI #SS&C Advent #TrustedFamily
Bulletin #2
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In this post: #1fsWealth #Abbove #Accelex #Addepar #Alkymi #Asora #Asset Vantage #BILL #Brassica #ByAllAccounts #Canoe #Deviate Consulting #DynamoSoftware #Entole #EtonSolutions #FirstRate #GreenHill Investment Reporting #InvestCloud #Matt Sonnen #NorthernTrust #Opto Investments #PCR Financial Aggregation #Proteus #PwC #SS&CAdvent #TamarindLearning #Venn by Two Sigma #WealthVP
Bulletin #1
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In this post: #Addepar #Alkymi #Allvue #AltExchange #Amplify Advisory #Aumni #BILL #BridgeFT #Canoe #Copia Wealth Solutions #Dynasty Financial #Envestnet Tamarac #Eton #First Rate #Harmonate #InvestCloud #Landytech #leafplanner #Luminary #Masttro #Mirador #Private Wealth Systems #Proteus #SEI Family Office Services #SS&C's Black Diamond #SumIt #SYSTM #Venn by Two Sigma #+Subscribe