Luminary raises $22M to scale AI wealth transfer planning platform
FOTechHub Bulletin
Luminary, an AI-native wealth transfer and administration platform, has raised…
Masttro, a wealth-reporting platform, has partnered with Truewind, an AI…
Bloomberg has agreed to acquire Canoe Intelligence, the AI-powered platform…
3 June 2026 — The Larry Kraus Family Office Tech-NEW-logy…
Addepar has launched the Addepar Data Exchange (ADX), a set…
What is FOTech Bulletin?
Our bulletin brings together the most relevant news in family office technology, covered as it happens and delivered by email every 2–5 weeks.
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M&A, funding, people moves, partnerships, integrations, and major platform updates — no awards, rankings, or paid content.
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Masttro links wealth data to accounting systems through Truewind partnership
Bloomberg to Acquire Canoe Intelligence in Private-Markets Data Push
Tech-NEW-logy Institute Marks Five-Year Anniversary; FOTechHub Assumes Leadership
Addepar Launches ADX for Connecting Investment Data
K1x raises $175M to target private market tax inefficiencies
New President at Foundation Source
Addepar Launches AI Tool Addison
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue to Scale Diligence AI
Technology Management Concepts acquires The TM Group
Addepar Launches ADX for Connecting Investment Data
Addepar Launches AI Tool Addison
Luminary – Enterprise enhancements
Unlimited.ai Launches LAILA and Strengthens Team
People Moves, Product Updates, Integrations, Partnership – Dec 2025
Eton Solutions Expands Platform Across Individuals and Private Markets
ARQA Launches Agentic Workflows
Arch Integrates with Schwab to Unify K-1 and 1099 Tax Reporting
Foundation Source Launches New Fiscal Sponsorship Platform
Masttro Launches Masttro Intelligence
Tech-NEW-logy Institute Marks Five-Year Anniversary; FOTechHub Assumes Leadership
Addepar Launches ADX for Connecting Investment Data
K1x raises $175M to target private market tax inefficiencies
Addepar Launches AI Tool Addison
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue to Scale Diligence AI
Unlimited.ai Launches LAILA and Strengthens Team
Atomic Insights raises $10m seed round
Aquilance Raises $16m to Become the ‘Operating Layer’ Behind Advisors to Wealthy Families
Insight Partners to acquire Venn and combine with Solovis
iPaladin Broadens IP Enforcement Amid Funding Round
Luminary raises $22M to scale AI wealth transfer planning platform
K1x raises $175M to target private market tax inefficiencies
Atomic Insights raises $10m seed round
Aquilance Raises $16m to Become the ‘Operating Layer’ Behind Advisors to Wealthy Families
iPaladin Broadens IP Enforcement Amid Funding Round
Asseta AI Raises $4.2M To Tackle Family Office Accounting Headaches
Bridge Raises $5.1M to Disrupt Private Market Data Workflows
PostSig Secures $4.1M Seed Funding to Transform Contracts into AI-Powered Intelligence
Arch Raises $52M to Scale Infrastructure for Private Markets
Eton Solutions Secures $58M Series C
Bloomberg to Acquire Canoe Intelligence in Private-Markets Data Push
Technology Management Concepts acquires The TM Group
Insight Partners to acquire Venn and combine with Solovis
iAltA Holdings acquires BridgeFT
Solovis Spins Out From Nasdaq With Insight Partners and ST6 Backing
F2 Strategy Buys HBMJ Consulting to Grow in Alternatives
Carta Acquires Accelex to Power AI-Driven Analytics for LPs
Treasury4 Acquires TreasuryGo
Nasdaq to Sell Solovis to Insight Partners, Refocus on eVestment
Thomson Reuters Acquires Additive to Boost AI-Powered Tax Document Automation
Masttro links wealth data to accounting systems through Truewind partnership
Tech-NEW-logy Institute Marks Five-Year Anniversary; FOTechHub Assumes Leadership
K1x integrates with Juno and Truss
People Moves, Partnerships – Jan 2026
Canoe & Prime Buchholz Expand Integrated Private Markets Data and Analytics Offering
Arch and Archway Group Form Strategic Partnership
Partnerships & Integrations
Foundation Source Adds Multi-Custodial Flexibility to Advisor-Branded DAF Platform
Canoe Intelligence & Masttro Partner to Automate Alts Reporting
Partnerships & Integrations – September 2025
New President at Foundation Source
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue to Scale Diligence AI
People Moves, Partnerships – Jan 2026
People Moves, Product Updates, Integrations, Partnership – Dec 2025
Addepar Appoints CRO and First Chief Client Officer
People Moves
Bill Crager Returns with New Role at iAltA
People Moves
People Moves
Dennis Mangalindan joins Canoe Intelligence from Archway