Capital Market & WealthTech Report

DATE: May 2023

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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:

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✔  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.