Hey WealthTech’ers 👋

Big news: Fintecher Stories is now PloutosX WealthTech Stories.

This isn't just a rebrand. Over the past year, our focus has shifted from broad fintech to the fast-evolving world of WealthTech, the innovations reshaping how we invest, manage money, and build financial intelligence.

The newsletter remains the same weekly dose of curated insights, trends, and standout stories, now with a sharper focus and greater alignment with PloutosX, our wealthTech platform dedicated to alternative investments.

New rhythm: Every Monday, PloutosX WealthTech Stories arrives in your inbox. Start the week informed and ahead. ☀️📲

📰 PloutosX WealthTech Stories – October 13th, 2025 has landed. Your Monday kickoff, just in time to sharpen your week ahead.

With innovation accelerating across digital wealth, AI, and fintech infrastructure, take five to catch up on the ideas and players shaping the future of investing and financial technology.

This week: NAO launches in the Netherlands to open alternative assets to retail investors from €1, Lloyds takes full control of Schroders Personal Wealth, PitchBook teams up with LLM partners to upgrade private-market intelligence, Brookfield projects $7 trillion of capital will be needed to fund AI infrastructure, and new data shows startups are staying private longer as alternative capital fills the IPO gap.

Whether you are building, investing, or leading in this space, grab your coffee, scroll on, and start the week informed and ahead. ☕

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Delving into the leading 5 wealthtech stories of the week:

🗞️ Story 1: “WealthTech startup NAO launches in the Netherlands, letting private investors access alternative assets from just €1” 🇳🇱💰

🗞️ Story 2: “Lloyds acquires remaining stake in Schroders Personal Wealth” 🏦🤝

🗞️ Story 3: “PitchBook expands access to private market intelligence through new LLM partnerships” 📊🤖

🗞️ Story 4: “Brookfield predicts AI growth needs $7 trillion of capital” 🧠💵

🗞️ Story 5: “Startups staying private longer with alternative capital” 🚀💼

🗞 Story #1

Dutch WealthTech startup NAO has introduced a new investment platform that gives private investors access to alternative assets starting from just €1. Built on a tokenised framework, NAO allows users to invest fractionally in opportunities that were once limited to institutions and high-net-worth individuals. The company has partnered with regulated asset managers to ensure compliance while delivering exposure to private equity, real estate, and venture capital through a fully digital onboarding process.

The platform is launching amid a growing European shift toward democratised wealth products and digital-first distribution. By embedding KYC, custody, and payments within its app, NAO aims to make alternative investments as accessible as public market ETFs.

💡 Why It Matters: NAO represents a significant milestone for European WealthTech democratisation. As investors increasingly seek diversification, platforms like NAO show how tokenisation and fractionalisation can lower entry barriers without compromising on governance or compliance. This signals a broader transition in wealth management, where the next generation of investors will expect private market exposure to be as seamless as buying a stock.

📰 Read full story here

🗞 Story #2

Lloyds Banking Group has taken full ownership of Schroders Personal Wealth (SPW) after acquiring the remaining 49.9% stake from Schroders. The business, which oversees around £17 billion in assets under administration, will be rebranded as Lloyds Wealth as part of a renewed strategy to expand its presence in the UK wealth market.

The acquisition reflects Lloyds’ intention to bring wealth services fully in-house and accelerate digital innovation in advisory and portfolio management. By owning the full technology stack and client experience, Lloyds is positioning itself to compete with emerging digital-first wealth platforms while maintaining trust through its established banking brand.

💡 Why It Matters: The rebrand to Lloyds Wealth underscores how major banks are re-entering the wealth management space with hybrid propositions that blend digital experience and personal guidance. By targeting the mass affluent, Lloyds is moving into territory historically dominated by independent advisors and fintech challengers. The key test will be whether the bank can balance scale with personalisation, turning its trusted brand and data reach into an edge in modern wealth delivery.

📰 Read full story here

🗞 Story #3

PitchBook, the global leader in private market data and analytics, has announced new partnerships with Finster, Model ML, and Farsight AI to enhance its research capabilities through large language model technology. The integrations will enable automated generation of market insights, natural language queries across PitchBook’s datasets, and real-time synthesis of complex deal structures.

The goal is to transform how private market professionals search for, interpret, and act on data. By layering AI across its proprietary intelligence, PitchBook aims to make deep private market analysis accessible to both institutional and retail investors seeking insights into emerging asset classes, valuations, and investor networks.

💡 Why It Matters: This development highlights the AI-driven transformation of financial intelligence platforms. As data volume in private markets grows exponentially, the firms that can structure, summarise, and predict trends through AI will own the future of market research. PitchBook’s partnerships demonstrate how incumbents are embracing AI not as an add-on, but as a foundational capability for decision-making and competitive advantage.

📰 Read full story here

Story #4

Brookfield Asset Management has released projections suggesting that the global expansion of artificial intelligence will require up to $7 trillion in capital investment over the next decade. This figure includes spending on data centers, energy infrastructure, fiber networks, and high-performance computing hardware. Brookfield, which manages over $900 billion in assets, is now positioning itself as a key financier for this emerging infrastructure layer.

Through its renewable power portfolio and data infrastructure expertise, Brookfield is building an investment strategy that links sustainable energy generation with AI’s massive compute requirements. The firm’s leaders have emphasised that AI’s physical foundations will become one of the largest infrastructure themes of the 2030s.

💡 Why It Matters: Brookfield’s forecast positions AI as a new investment megatrend, one that sits at the intersection of technology, energy, and infrastructure. As asset managers search for durable themes in an uncertain macro environment, the AI infrastructure thesis offers both scale and longevity. This signals that the next phase of AI is not just about algorithms and data, but about the global capital systems powering intelligence at scale.

📰 Read full story here

🗞 Story #5

Recent data from private market reports indicate that more startups are choosing to remain private for extended periods, supported by the increasing availability of alternative sources of capital. Venture funds, secondary market platforms, and private credit vehicles are enabling companies to achieve liquidity and growth without pursuing IPOs. The shift has been accelerated by volatile public market valuations and the rise of WealthTech infrastructure that facilitates structured liquidity for early investors.

Companies are leveraging tokenised equity platforms, revenue-sharing structures, and secondary exchanges to maintain operational independence while providing investors with flexible exit routes. This trend is reshaping the traditional lifecycle of a startup, with liquidity events becoming more distributed and less reliant on public markets.

💡 Why It Matters: This structural shift shows that private markets are evolving into a permanent investment ecosystem rather than a pre-IPO staging ground. For WealthTech platforms, this opens vast opportunities to provide new models of ownership, fractional access, and investor liquidity. The long-term impact could redefine how both institutional and retail investors participate in growth companies, as the boundary between private and public markets continues to blur.

📰 Read full story here

And that's a wrap WealthTech’ers, till next week. 🎬👋

Thanks for tuning in to PloutosX WealthTech Stories, your weekly snapshot of the trends, people, and innovations shaping the future of wealth technology.

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Disclaimers:

(1) The opinions shared here are my own and do not represent the views of any organization I am associated with.

(2) This newsletter is for educational purposes only and should not be interpreted as investment or financial advice.

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