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Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management
Funding follows 664% year-over-year growth driven by Wealth.com’s AI-powered technology, successful launch of its tax planning solution across more than 1,000 advisory firms in just two months and accelerating enterprise adoption across largest financial institutions
F2 Strategy Acquires Meradia to Expand Scalable Solutions
Combined firm expands geographic footprint, delivers front-to-back wealth and asset management transformation expertise at scale
Modern Wealth Management Acquires Brown and Company, Establishing Presence in Colorado
CapIntel Brings Tax Impact Into the Investment Proposal Process
Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice
Gridline Appoints Former CAIS Executive as Chief Operating Officer
Conquest Planning Accelerates U.S. Growth Strategy with Three Senior Go-to-Market Executive Hires
Jump Expands Leadership Team to Accelerate Next Phase of AI Operating System Growth
Corient Enters the Canadian Market, Continuing its Global Expansion
Mercer Advisors Appoints Jimmy Zhao as Chief Corporate Development Officer
OnePoint BFG Surpasses $16 Billion in AUM, Appoints Sam Cari as Chief Strategy Officer to Accelerate National Growth
Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy
Ritholtz Wealth Management Launches ‘Porterhouse’ Equity SMA Strategy in Partnership with Franklin Templeton
Integrated Partners Adds $850 Million City Square Wealth Management, Expanding Greater Boston Presence
$1.5B Gateway Investments Transitions to Empowered Independence at Osaic
Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
Rise Growth Partners Backs Cyndeo Wealth Partners in Fourth RIA Investment
RFG Launches ClickONE Command Center, Powering the RIA of the Future
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