iAltA Holdings Acquires Precept to Eliminate Wealthtech Integration Backlogs

Integrity Welcomes Perspective Wealth Planning to its Holistic Wealth Management Platform

April 7, 2026

Financial Services

Integrity, LLC announced that Perspective Wealth Planning has joined Integrity’s holistic wealth management platform. The deal integrates Perspective’s advisors into Integrity Wealth’s technology, data analytics, and broader suite of retirement planning and financial products; financial terms were not disclosed.

iAltA Holdings Acquires BridgeFT to Expand Wealth Data Infrastructure

January 11, 2026

Cloud & SaaS

iAltA Holdings, a WestCap-backed private markets infrastructure company, acquired BridgeFT, a cloud-native, API-first wealth infrastructure software provider focused on unifying portfolio and client data for financial institutions, fintechs, and registered investment advisors. The acquisition brings BridgeFT’s data aggregation and analytics capabilities into iAltA’s platform as it builds “core data and intelligence infrastructure” for wealth managers operating across public and private markets. Financial terms were not disclosed.

Praxis Solutions Acquires WEALTHAWK

September 25, 2025

Financial Services

Praxis Solutions has acquired WEALTHAWK, an AI-driven lead generation platform that identifies "money-in-motion" events to help financial advisors connect with clients at critical life and financial milestones. The acquisition adds WEALTHAWK's database and AI capabilities to Praxis' technology and distribution capabilities to accelerate advisor client acquisition and product capability expansion.

iAltA Acquires Verivend to Build Private Markets Platform

May 13, 2025

Payments & Fintech

iAltA, a WestCap‑backed private markets infrastructure company, has acquired Verivend, a Buffalo‑based payments and investment‑transactions platform for GPs and LPs. The acquisition (along with Betterfront) will form the foundation of iAltA’s iAltA Private Markets solution to expand payments, investor onboarding and fund lifecycle capabilities.

Edgewater Equity Partners Acquires Ascent Technologies

January 18, 2024

Cloud & SaaS

Edgewater Equity Partners, a Boston-based private equity firm, has acquired Ascent Technologies, a Chicago-headquartered provider of AI-enabled compliance automation for financial services. The acquisition will support accelerated development of Ascent's regulatory compliance platform and expansion of its AI-driven capabilities for financial institutions.

iCapital Network Acquires AI Insight

January 21, 2021

Financial Services

iCapital Network has agreed to acquire the assets of AI Insight, Inc., an education and compliance platform that provides fund-specific research, training and credentialing for financial advisors focused on alternative investments. As part of the transaction, AI Insight’s executives Sherri Cooke and Jennifer Simon and eight additional employees are expected to join iCapital to integrate AI Insight’s learning management system into iCapital’s advisor-facing alternative investment platform.