Capital Market & WealthTech Report
DATE: May 2023
In this report we help navigate the complex and diverse space Capital Markets & Wealth Technology space. We’ve profiled 40+ emerging companies covering 2 broad themes:
✔ Data/analytics platforms: We see an increasing interest towards platforms with new data sets as well as artificial intelligence / machine learning technologies for data enhancement and management.
✔ Workflow/execution/risk management solutions: We observe that risk management and reporting solutions are now unified within the pre- and post-trade execution workflows.
We share insights from SteelEye - a holistic RegTech provider of trade and communications surveillance – that we advised on their most recent funding round.
We see increasing private financing and M&A activity in the space. eToro, Juniper Square, and Xpansiv raised the largest rounds in Q1-23, while the acquisitions of Broadway Technology (by Bloomberg), Cushon (by NatWest), Acadia and Quantile by LSEG are a few notable M&A deals in the last two quarters.