This time on Advisor Tech Talk, we’d like to note what might be the beginning of a summer doldrum.
The news was sparse overall, not just in wealthtech, but in wealth management, but still, with a little dedicated hunting, we’ve found a good list of headlines to report. As we are enjoying the back half of our out-of-town family sojourn, we’ll keep the introduction brief.
As to the industry news we usually brief you on in our introduction, there is just one topic that we’ll just skim through before we get to the wealthtech headlines. That would be the trade press awards—one industry publication recently announced a slate of nominees, while another announced that it was opening up its annual awards to this year’s nominations.
We won’t get into the details of the awards here—but that does remind us that we should tell you all about our views on industry awards, particularly those awarded by publications, at a future date—so hold that thought for now. We’ll give you a taste by saying our take on industry awards, especially in wealthtech, is similar to our opinions on industry conferences—in other words, it’s a rather low opinion.
Let’s get to your headlines.
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Advyzon
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of Client Success.
In this strategic leadership role, Richards will oversee Advyzon’s client-facing teams, including customer support, onboarding/implementation, and relationship management. These teams exhibit a consistent commitment to excellence in customer service, and Advyzon is excited about the client service capabilities under his leadership.
The addition of Richards underscores Advyzon’s unwavering commitment to delivering a seamless, transformative experience for its users – while reinforcing a company culture that prioritizes excellence and innovation across its coast-to-coast US-based service team. His extensive experience in client engagement, team leadership, and enterprise relationship strategy will play a key role in Advyzon’s continued forward momentum with its rapidly growing client base, which now exceeds 2,100 advisory firms.
Aviva
Following the launch of its Onshore Bond on Adviser Platform last month, Aviva is pleased to announce its latest technology developments, in partnership with FNZ, as part of its ongoing commitment to enhance support for advisers. The developments are already live with a group of selected firms, ahead of a full rollout planned later this year.
Firstly, Aviva Analytics is an advanced MI suite, to be hosted within a new Adviser Hub area on Aviva’s Adviser Platform. It will be available through self-serve and will provide access to complex and large volume data reports, containing comprehensive reports and MI. The new functionality will allow advisers to easily manipulate and access all the data in a single, easy to use report.
Aviva Analytics will provide additional data and enable Advisers to build bespoke reports and filtered by factors such as firm, investment type, product type, and individual adviser, without needing to export data to a spreadsheet. In addition, further developments will also include enhanced ISA allowance availability and a consolidated view of fees and charges.These innovations further strengthen the long-term partnership between Aviva and FNZ, who have worked together since 2018, delivering an enhanced experience for advisers.
Elevation Point
Elevation Point, a strategic growth partner and minority investor supporting independent advisors and breakaway teams, welcomes Eric Clarke, founding CEO of Orion Advisor Solutions, and Mike Mikan, president and CEO of NeueHealth and former CFO of UnitedHealth Group, to its board of directors.
Mr. Clarke and Mr. Mikan bring decades of executive leadership experience and track records of driving transformational growth. Their expertise will support the strategic minority investor in its mission to help partner independent and breakaway advisors stay ahead of emerging trends and evolving client needs.
Mr. Mikan currently serves as president and CEO of NeueHealth and previously held senior executive roles including EVP and CFO of UnitedHealth Group, CEO of Optum, interim CEO of Best Buy, and president of ESL Investments. Mr. Mikan has a proven track record of building large-scale businesses, leading growth and strategy to create industry leaders.
eMoneyAdvisor
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, proudly announced it is celebrating 25 years of transforming the way financial planning is delivered and received. Founded by advisors for advisors in June 2000, eMoney has evolved for a quarter of a century to deliver best-in-class financial planning solutions that allow advisors to make a meaningful impact on their clients’ financial lives.
In 2015, eMoney was acquired by Fidelity Investments. Since then, eMoney has more than tripled in size, expanding its client base, enhancing its product suite, elevating client service and support, and transitioning to a remote-first employer.
With a strong product roadmap for 2025 and beyond that focuses on elevating both the advisor and end-client experiences, eMoney is well positioned to continue its success. The organization also remains committed to supporting the next generation of financial professionals with core initiatives such as the University Program, which has provided eMoney access and training to more than 25,000 financial planning students since 2015.
Envestnet
At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (Gen BI) and Insights AI—designed to transform how advisors access, interpret, and act on data. These launches respond to growing demand across wealth management for easier, faster, and more intuitive decision-making tools.
Envestnet’s new Augmented Gen BI solution empowers home office users and advisors to access real-time insights through simple, natural language queries (NLQ)—no coding or data specialists required. Within seconds, Gen BI dynamically generates grids, charts, dashboards, and widgets, each with built-in data explainability to assist advisors in quickly interpreting insights, making informed decisions, and enhancing client outcomes.
Insights AI builds on Envestnet’s Insights Engine—which already generates over 25 million next-best actions daily—to deliver even more personalized, scalable advisor support. Built on agentic AI workflows, Insights AI aims to understand advisor intent and retrieves relevant data, reasons through options, and helps identify potential high-impact actions.
Envestnet
Envestnet today announced the appointment of Sean Meighan as Head of RIA Distribution, a new role created to reinforce Envestnet’s deep and ongoing investment in the Registered Independent Advisor (RIA) community. This strategic appointment underscores Envestnet’s commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.
In this new role, Meighan will report to Andrew Stavaridis, Chief Relationship Officer, and will oversee a team dedicated to deepening Envestnet’s existing client relationships and addressing ways in which RIAs can better leverage core Envestnet technology to meet their varying business and technology needs – including through solutions such as Tamarac, Report Studio, managed accounts, trading tools, insights and more.
Mr. Meighan brings nearly 20 years’ experience driving growth and platform innovation in the wealth management industry. Most recently, he served as Managing Director and Head of Advisory Services at Atria Wealth Solutions, where he orchestrated a platform transformation that more than doubled total firm revenue over five years. Prior to Atria, Sean served as Vice President of Advisory Sales, Consulting and Platform Development at Lincoln Financial Network, overseeing significant platform asset growth.
FMG
FMG, a leading SaaS marketing platform for financial advisors, today announced an expanded enterprise agreement with Osaic, one of the nation’s largest wealth management firms. The partnership extends FMG’s role as the technology engine behind MyCMO, Osaic’s flagship advisor marketing program, and launches ‘Do It For Me’ as a core offering for all advisors across Osaic’s independent, W2, and institutional channels.
This milestone deepens FMG’s long-standing relationship with Osaic by delivering scalable, compliant marketing automation, personalized concierge support, and enterprise-level analytics to the more than 11,000 financial professionals in the Osaic network.
As part of this rollout, FMG’s ‘Do It For Me’ solution is now available to all Osaic advisors at a discounted rate. Participating advisors are paired with a dedicated FMG concierge who helps them:
FP Alpha
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process.
This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points—up from 30—directly from estate planning documents such as wills, trusts, and powers of attorney. Advisors can now perform a more thorough estate analysis, uncover key planning opportunities, and surface critical risks with greater accuracy and speed.
These enhancements also provide advisors with a clearer view of the estate plan to better inform recommendations, and the faster, more intuitive experience accelerates the advisor’s ability to identify opportunities. Ultimately, the personalized, easy-to-understand, insights lead to more confident, engaged clients.
Future Capital
Future Capital, a tech-enabled registered investment advisor (RIA) specializing in personalized retirement solutions, today announced the appointment of Hannah Wilson as Chief Operating Officer. With extensive experience in investment banking and operations management, Wilson will focus on streamlining processes and enhancing service delivery for financial advisors managing held-away 401(k) assets.
Wilson will oversee operational efficiency, team development, and client service enhancement to support Future Capital’s continued growth. She will lead efforts to optimize internal workflows, scale technology infrastructure, and implement best practices that enable financial advisors to deliver more comprehensive wealth management services to their clients.
Prior to joining Future Capital, Wilson was a Director at Raymond James on their Investment Banking team, where she led initiatives to improve operational efficiency alongside banker and client experience. Her background in financial services and technology operations positions her to drive Future Capital’s mission of simplifying 401(k) management for advisors and their clients.
Straxen
Straxen, a financial engineering firm that serves advisors, brokers, and investors, is bringing experts from across the money-management ecosystem to exchange big, impactful ideas. Founded by industry veteran Ron Piccinini, PhD, Straxen was created to help financial professionals maximize their returns on at-risk capital.
In February 2025, Straxen hosted a private three-day event in Puerto Rico to form a diverse network of finance, wealth management, technology, and AI experts. The event was designed to bring together a group of industry leaders who could identify key industry issues, educate the general finance public, and collaborate on innovative solutions.
Recognizing a pressing need in the industry for open dialogue and education along the entire trading path, from advisory to trading, clearing, and custody, Straxen developed its Summit event specifically for experts in their respective fields. The event served as a safe space to collaborate with open-minded professionals and engage in meaningful conversations, without the fear of offending a big sponsor. The Straxen Summit was created with these tenets, ensuring attendees had a worthwhile experience, seldom attainable at typical industry events.
SUBSCRIBE
SUBSCRIBE, the global fintech company that digitally transforms investment workflows for alternative asset managers, institutional investors, wealth managers, law firms, and fund administrators, today announced the launch of SUBSCRIBE Altscape®, a digital marketplace connecting leading alternative asset managers with hundreds of global wealth management firms.
The marketplace is designed to innovate the platform model and be the first to not charge asset managers an assets under management (AUM) based placement fee on marketplace transactions. SUBSCRIBE’s solution currently serves over 50,000 financial advisors across 600 wealth management firms who can enable SUBSCRIBE Altscape® through their platform interface. Additionally, over 3500 alternative asset managers that are currently supported by SUBSCRIBE’s alts operating system for investor onboarding and electronic subscriptions can seamlessly list their funds for discovery and digital transactions by wealth management firms on SUBSCRIBE Altscape®.
Private markets AUM will grow more than twice the rate of public assets, reaching $65 trillion by 2032, according to Bain & Company. Private wealth firms are expected to triple their alternatives allocations over that period, increasing their total share to 22% from 16% in 2022. SUBSCRIBE’s wealth management business serves close to 50,000 financial professionals across broker-dealers, private banks, and registered investment advisors (RIAs). Over 600 RIAs use the alts operating system to centralize reusable client investor data passports, complete subscription documents, and leverage data integrations with custodians, CRMs, and reporting software. For complex independent broker dealers and private banks, SUBSCRIBE delivers a fully customized, integrated, white-labeled, and compliant solution to manage and scale large private market programs.
TIFIN
Concurrent Investment Advisors, LLC (“Concurrent”), a leader in wealth management solutions, is expanding its partnership with TIFIN @Work by leveraging the power of TIFIN AG (AG). With AG’s AI-powered solution, Concurrent empowers advisors to gain deeper insights into each client’s financial life, enabling more comprehensive guidance and driving better wealth outcomes.
Using artificial intelligence (AI) and advanced machine learning (ML) algorithms, AG analyzes data to help advisors identify key opportunities, guiding more targeted and impactful client interactions. For investors, the expanded partnership means more personalized financial guidance tailored to their individual goals, helping them make better investment decisions, save more, and optimize their retirement plans. For Concurrent, this expansion represents a strategic opportunity to deepen client relationships while driving sustainable business growth.
As part of the partnership, TIFIN and Concurrent will collaborate on marketing initiatives, including customized content designed to further engage retirement plan participants and underscore the value of comprehensive wealth management relationships.
Wealth.com
Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning services to advisors looking to attract and retain high-net-worth (HNW) clients through seamless, integrated estate planning as part of a comprehensive client experience.
Wealth.com’s platform includes powerful tools such as Ester™, an AI-powered legal assistant that automates document review and generates client-ready summaries. For Commonwealth advisors, these innovations can translate into time savings, deeper planning insights and the ability to deliver more proactive, personalized estate guidance. Advisors gain the ability to seamlessly incorporate estate planning into their broader wealth management process, with the opportunity to strengthen client relationships, improve retention across generations and drive growth at scale.
By introducing Wealth.com into its suite of planning services, Commonwealth is equipping advisors with tools that simplify the estate planning process, transforming what was once a complex and static task into an accessible, ongoing part of a client’s financial life.
