Business Overview

WealthTech Strategy Partners is the only investment bank focused exclusively on the WealthTech sector. Our mission is to help founders, investors, and strategic platforms navigate capital raises, M&A opportunities, strategic partnerships and innovation with the precision and perspective only deep domain expertise can offer.

Unlike generalist firms, we understand the nuances of WealthTech, because it is all we do. We work with early- to growth-stage companies solving real problems across adviser enablement, investment infrastructure, alternative products and digital wealth platforms. Our approach goes beyond traditional deal-making: we blend the growth-first mentality of a consultant with the executional rigor of an investment bank.

We offer four core services:

• Capital Raising: we help early-stage companies prepare for and execute successful capital raises, with a dual focus on financial and strategic investors.
• Mergers & Acquisitions: we advise on exits and acquisitions by deeply understanding both your solution and the buyer’s needs, beyond the financials.
• Strategic Partnerships: we accelerate growth by positioning clients for partnerships with enterprise buyers, channel partners and potential acquirers.
• Corporate Venture Capital Consulting: we help wealth management firms launch, manage, or outsource CVC programs to unlock innovation and de-risk strategic investments.

Our team combines decades of financial services, operational, and advisory experience. Whether you are building the next generation of WealthTech or seeking to invest in it, we bring unmatched insight, relationships and creativity to help you succeed.

Customers

WealthTech Strategy Partners works with a diverse set of clients across the WealthTech ecosystem. Our primary clients are founders and executive teams of early- to mid-stage companies, typically generating US$1M to US$50M in annual revenue. These firms span software platforms serving RIAs, advisers, asset managers, broker-dealers, custodians, and family offices, as well as infrastructure providers powering advisory workflows. We also advise venture capital and private equity firms, along with strategic buyers seeking to invest in or acquire WealthTech assets. Clients choose us for our deep specialisation, market fluency, and ability to align growth strategy with long-term, value-driven outcomes.

Partners

At WealthTech Strategy Partners, we believe partnerships are essential to accelerating growth and delivering value across the WealthTech ecosystem. Our partnership strategy focuses on building meaningful relationships with strategic investors, enterprise buyers, channel partners and service providers that complement our clients’ solutions. We identify partners not just based on distribution potential, but on alignment of vision, product fit, and long-term strategic value. Whether facilitating go-to-market collaborations or investment-driven alliances, our goal is to create partnerships that unlock scale, enhance client impact, and drive sustainable growth. We also maintain a trusted network of legal, compliance, and marketing partners to support execution.