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Wealth Management CTO Think Tank: Strategic Insights for Wealth Technology Leaders

Feathery Raises $30M to Develop AI Wealth Management Tools

The fintech company serves over 300 firms in insurance and wealth management, automating client onboarding, proposals, advisor transitions and account operations.

WealthStack Roundup: Envestnet to Pour $35M Into Tamarac Platform

In other advisor tech news, Aquiline takes majority stake in Flourish, Carefull appoints a neuroscientist, FP Alpha launches tax planning tools, and Smarsh reports performance of A...

WealthStack Roundup: Worthy Analyzes $1B in Client Income as Tax Tech Grows

The AI-native tax planning platform reached the milestone months after launch, while Orion, Conquest, LPL, FMG and d1g1t unveiled new tech integrations and capabilities.

WealthStack Roundup: Zeplyn Launches AI Advisor Coaching Feature

In other advisor tech news Osaic expands its RISR partnership, FinTurk adds new features.

WealthStack Roundup: Practifi Pivoting to AI-Driven CRM Called Sentir

In other advisor tech news, Morningstar and PitchBook sign a deal with Google’s Gemini for information sharing, AssetMark launches Talk Tracks to convert portfolio data into client...

WealthStack Roundup: Wells Fargo Rolls Out AI Teammate for Advisors

And in other news, Envestnet on interval funds research, Vanilla adds concierge services, BondWave enhances trade oversight and SmartRIA introduces AI-driven archiving capabilities...

WealthStack Roundup: Astraeus Launches AI Platform for Advisory Firms

In other advisor tech news, Dispatch creates and names four industry veterans to its advisory board, and Orion provides fractional share support for Schwab advisors.

Hightower Picks FinTech Dispatch for Onboarding in its Signature Wealth Channel

Hightower’s growing Signature Wealth channel goes with wealth data ‘orchestrator’ Dispatch to manage back-office operations, including advisor and client onboarding.

Wealth management firm Nexedge Capital raises $20M

Nexedge Capital said it will use this funding for enhancing its tech platform, hiring, and to come out with new offerings.

How an alts platform won a technology award

iCapital’s Business Head for Canada explains how a focus on tech helped drive alts adoption among advisors, investors

WealthStack Roundup: Organic Growth Platform VastAdvisor Closes $1M Funding Round

In addition, FP Transitions releases an RIA value estimator, NewEdge’s Anthropic use leads to client outputs, and XYPN members get a deal on AI-backed client communications.

Ionic Wealth rolls out AI tool for personalised investment portfolio analysis

The feature syncs an investor’s data from Mutual Fund Central with Ionic’s internal market, macroeconomic, and asset class knowledge

AI private banking startup Flex raises $70m

Flex, an AI-native private banking platform for high-net-worth business owners, has raised $70 million in funding as it bids to go global.

Siebert deepens FusionIQ investment with 10-year wealth tech deal

Additional investment and partnership will see joint development of wealth management, brokerage and digital asset platforms

Questrade claims first-in-Canada AI account access as brokerage rivalry intensifies

Fintech launches agentic finance tools and AI connectivity, staking bold claims as competition in digital brokerage heats up

AI in wealth management: budgets surge but ROI remains elusive

From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but measuring returns is proving harder

Temenos Completes additiv Acquisition to Expand Wealth Management Capabilities

Temenos has completed its acquisition of Swiss fintech additiv. The banking technology provider will retain the acquired company’s founder-led management team to run operations on...

The IPO Wealth Wave Has Just Begun. Most Advisor Platforms Aren’t Built for It

An IPO isn’t the finish line. It’s the beginning of an entirely new set of financial complexities, particularly for clients crossing the $20 million threshold into ultra-high-net-w...

Altruist Launches AI Financial Planning Agent

The custodian and tech provider's new tool creates comprehensive plans in minutes, automating workflows that previously took advisors hours to complete.

The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing

FINNY AI CEO Eden Ovadia discusses why outcome-based pricing may better align technology costs with the value AI-driven platforms deliver to advisors.

Two fund managers who handled Rs 1.35 lakh crore for others just built a company for India's rich

Veriqus raised Rs 387 crore to build an integrated wealth platform for India's HNIs, family offices and emerging wealthy families.

India’s Veriqus Raises US$40 Million in Norwest-Led Funding Round

Veriqus Group has raised INR 387 crore (about US$40 million) in a funding round led by Norwest. The company has launched an integrated platform combining wealth management, asset m...

How Scotia Wealth Management has rolled out its AI platform

The bank-owned dealer has been adding AI tools with speed, despite the scale of the undertaking