In the news.
Selected coverage of Thicket Ventures and portfolio companies
A curated selection of press coverage and podcast appearances.
Thicket Ventures
“The market is telling us, you’re either AI-native or you’re legacy”: Experts react to AItruist-induced wealth selloff ↗
Enterprise custodian and wealth-management-related stocks tumbled after Altruist unveiled an AI-based tax-planning tool.
How a venture firm led by former Focus, Envestnet execs is investing in fintech ↗
Amy DeTolla and Dani Fava are partners at Thicket Ventures, which makes seed-round investments in fintech startups.
Portfolio companies
XYPN's Kori Lennon on Compliant Client Messaging for Advisers ↗
Kori Lennon, vice president of Emerald at XYPN, discusses compliant client messaging for advisers.
This Time It’s Different. Or Is It? ↗
Private Markets Data: Data-Rich, But Insights-Poor | Alex Goodwin, Bridge ↗
Alex Goodwin discusses private-markets data and the shift from data-rich to insight-poor.
CurrentClient raises $1.25M in seed capital ↗
Advisor comms startup CurrentClient raises $1.25m in seed funding ↗
The fintech firm is beefing up operations, adding FINNY's former head of sales and Jud Mackrill as an advisor.
Ep 44. On private investments reporting & AI ↗
Alex Goodwin and Ayo Ekhator discuss Bridge, private-investment reporting, AI, and the alternatives market.
Transforming WealthTech with AI at Qdeck with Jag Prakasam ↗
Jag Prakasam discusses trust in AI, workflow integration, and access to financial resources.
Ep 7. The Phone is the first and best Client Portal ↗
With Dustin Belliston of CurrentClient.
Alts reporting startup closes $5.1m seed round from VC shop, RIA execs ↗
RFG Advisory president Ed Swenson and Carson Group chief strategy officer Dani Fava are among the investors in Bridge.
Exclusive: Broadridge Financial stakes prospecting startup WealthFeed ↗
Broadridge's marketing automation capabilities unite with WealthFeed's client prospecting platform. Citywire notes Thicket led WealthFeed's 2024 seed round.
Wealthfeed with Sam Kendree | E390 ↗
Sam Kendree discusses WealthFeed's origins, platform, and using data to identify life events that point to prospects.
$2B MultiFamily Office Goes Robo With New AI Fintech Qdeck ↗
Keebeck Wealth Management selected Qdeck, an AI-powered investment and client-relationship platform.
WealthStack Roundup: Lead Gen Startup WealthFeed Raises $2M ↗
The article reports WealthFeed's $2 million funding from Thicket Ventures.
Every headline links to its original source. This is a selected roundup, not a complete archive.