What the heck is a niche?
Welcome to another week’s rundown of wealthtech headlines, and we as usual have plenty to get through in this Advisor Tech Talk.
First, however, I’d like to pick at a common term in financial advisor practice management and marketing: The niche.
A niche is a segment of a potential client base that an advisor chooses to target with their service offering and their marketing strategy. Put even more simply, it’s who a wealth management firm or practitioner wants to serve. The concept isn’t unique to wealth management, or to small businesses, or to businesses in general.
Gradually, it seems like we’re coming around to the idea that almost everyone should have a niche to work within or to grow from, and in an ideal world, our simple definition of niche would suffice—people would just pick the niche that they want to work with. The problem is that, left to our own devices, not only are most of us as people terrible at picking good niches, we’re also terrible at executing strategies targeted at our chosen niches.
Today we’re not going to talk so much about the strategy but the choice of niche—and like I’ve said, to some extent, we’re always choosing a niche when we’re segmenting the world in front of us, right? If I choose to go to only Grateful Dead-like concerts versus hip-hop shows, I’m kind of picking a niche for myself. We’re always doing it whether we realize it or not.
Even late-night talk show hosts.
Don’t get me wrong, I actually enjoy Stephen Colbert (when I actually watch him, which to be fair for the past 10 years has been only occasionally). As a 20-something I was an avid The Daily Show watcher when he was a writer/correspondent there. I watched him launch his own Colbert Report and was a pretty regular watcher of that program for its first couple of years, too, until I wore myself out on political comedy altogether. I wasn’t surprised by the announcement that his gig—CBS’s The Late Show—is ending next year.
We’re going to leave aside the controversies about the specifics of why he was let go to discuss niche selection.
On network TV, you don’t get to pick a niche—you’re speaking to the entire potential broadcast audience. Yet Colbert picked a political and cultural niche anyway and ended up risking the alienation of a significant portion of his would-be viewers for doing so. Tragically, he also targeted the “left,” a niche full of demographic groups, particularly the young, who weren’t particularly warm to traditional television, the networks, talk shows and late-night TV when compared to the greater population.
This is similar to the folly that wealth managers make when they choose ridiculously broad demographic groups as the niche in which they will operate.
If we’re selecting a niche, we’re not necessarily ruling out prospects who fall outside of that niche—but we may have a harder time converting those prospects into clients—just like Stephen Colbert faced an uphill battle attracting faithful viewers who did not agree with his political slant. That makes picking the right niche—a meaningful one with an identity relevant to our services and practices—crucial to our success and our ability to grow.
Let’s get to those headlines.
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Addition Wealth
Addition Wealth, the fintech company making personalized financial expertise inclusive and accessible for employees and individuals, today announced its B2B financial wellness platform for large enterprises. The AI-powered, fully customizable platform enables organizations to distribute, white-label, or co-brand financial wellness experiences at scale.
Designed for insurance providers, asset managers, retirement companies, private equity firms, and other financial institutions, the platform allows organizations to configure their own financial wellness experiences based on their unique business objectives. As a result, enterprises are able to deepen relationships with their audiences by delivering personalized user experiences, anticipating life events, and offering the right financial solutions and insights at the right moment. End users benefit from access to personal finance tools, tailored education, and human guidance to navigate their finances confidently.
For users, the platform tailors the experience by leveraging data and insights and provides relevant tools, educational content, and interactive courses, as well as seamless access to financial professionals. Additionally, the platform supports the integration of financial products such as student loan assistance, emergency savings, tax filing services, and more. Enterprise partners have the ability to leverage their own tools, products, content, and advisors, or they can leverage Addition Wealth’s.
Advisor360°
Advisor360°, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors. With the addition of an intelligent reporting engine, embedded virtual assistant, and secure meeting agent, the company continues to advance its delivery of context-rich AI across the Advisor360° ecosystem.
Advisor360°’s AI-powered platform assistant now delivers highly personalized support and automation directly within daily workflows, accelerating advisor productivity where it matters most.
With hands-free, voice-enabled functionality, users can perform key actions by engaging with the assistant using natural language—such as creating new contacts or assigning tasks. It also answers more than 400 of the most frequently asked questions with customized precision—enhanced by embedded videos, document links, and contextual images. This deeper, more dynamic content means issues are resolved faster and advisors can execute on tasks more efficiently.
d1g1t
d1g1t, a leading enterprise wealth management technology company, today announced an engagement with RBC Wealth Management. Under the terms of the engagement, RBC Wealth Management will leverage d1g1t’s institutional-grade performance and risk analytics engine to deliver an enhanced digital experience for advisors and clients in Canada.
Introducing the d1g1t calculation engine will help accelerate RBC Wealth Management’s investment in enhancing the firm’s existing technology infrastructure through additional advanced features. d1g1t’s sophisticated tools will help support advisors’ ability to provide enhanced reporting across a variety of key client metrics.
Headquartered in Toronto, d1g1t recently won the Portfolio Management category and was recognized as a finalist in the Consolidated Reporting category at the 12th Annual Family Wealth Report Awards 2025, highlighting its capabilities in these areas.
Envestnet
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Sue Quackenbush as its Chief People Officer (CPO), effective July 14. In this role, Quackenbush will lead the company’s global people strategy, with an emphasis on advancing employee engagement, fostering a unified culture, aligning with business priorities, and strengthening Envestnet’s position as a workplace of choice in wealthtech.
Quackenbush brings more than 25 years of global leadership in talent strategy, cultural transformation and successful acquisition integrations. Most recently as CPO at Dynatrace, she led a 250-member People & Culture team that delivered a unified employee experience for over 5,200 professionals. Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.
Quackenbush excels at balancing data-driven HR with human connection, where employees thrive alongside innovation and evolving technologies. With a track record in aligning people strategy with business priorities, breaking down silos, and driving clarity, Sue helps unlock organizational and individual potential through purpose-driven leadership.
Ethos
Ethos, a leading life insurance technology company that is on a mission to democratize access to life insurance, today announced a partnership with Origin, the all-in-one personal finance app that’s reimagining how people manage, build, and protect their wealth. Through this partnership, Ethos policyholders will receive access to one free year of Origin’s financial management platform, which includes powerful AI tools to help people better understand their finances and plan for the future. Together, Ethos and Origin aim to make financial services more accessible while empowering families to achieve greater financial stability.
After a comprehensive evaluation of the industry, Origin was selected as the premier financial management tool for Ethos customers, offering an all-in-one solution to manage their finances and build their wealth. Through this partnership, Ethos policyholders will be able to sign up for complimentary access to Origin’s complete financial management platform. This new benefit helps make long-term financial planning more accessible for policyholders by integrating everything from budgeting tools and retirement planning to financial guidance into one easy-to-use platform.
Ethos is partnering with industry-leading providers to deliver curated perks, designed to support policyholders’ important priorities. The new perks program complements Ethos’ recently launched Indexed Universal Life insurance, a wealth-building product that offers a cash value, living benefit, valuable tax advantages, and an optional retirement income stream, and Ethos’ complimentary estate plans. Together with the Origin offering, Ethos is helping grow and protect policyholders’ wealth and their families.
Eton Solutions
Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, today announced the finalization of its $58 Million Series C round, which unfolded in two tranches. The raise was led by repeat investor Navis Capital Partners, a leading private equity firm focused on companies in high-growth markets with an edge in their industries.
The funding comes as Eton Solutions experiences rapid growth. In the past three years, the company has more than quadrupled its revenue and expanded its client base by 340% across 15 countries. The company’s AtlasFive® platform has become the system of record for elite wealth management and is already in use by more than 800 of the world’s wealthiest families. The company has made significant investments in artificial intelligence and expanded features to arrive at a holistic solution that’s now responsible for managing 130,000 entities, overseeing 205,000+ investments, $65 billion in annual bill payments, and processing more than 14 million annual transactions. It’s upon this data-rich foundation that Eton Solutions has developed more than 400 AI use cases.
The company will use the funding to fuel product innovation and AI development of its AtlasFive® platform and expand its suite of products targeting the PE and Funds industry. Built on Eton Solutions’ decades of wealth management and financial domain expertise, its forthcoming products will serve a broader range of ultra-high net-worth levels, beginning with individuals with $25 million or more in assets. They will also serve a steadily expanding client base for the company, now consisting of Single and Multi-Family Offices, Private Equity firms, Funds, Registered Investment Advisors, Accounting Firms, Business Managers and Global Private Banks.
FLX Networks
FLX Networks, the innovative, award-winning network transforming how asset and wealth management firms connect and scale, is pleased to announce the appointment of Ryland Pruett as Managing Director, Solutions Sales. In this role, Pruett will lead the expansion of FLX’s membership and use of its proprietary Solutions Exchange, a key pillar of the company’s multi-sided marketplace.
Pruett brings more than 30 years of experience in financial services, having held senior leadership roles across global asset managers and distribution organizations. Most recently, he served as Founder of Sales Lift Partners, where he provided outsourced sales leadership to asset management firms, helping them execute go-to-market strategies and drive sustainable growth. Prior to that, Pruett spent nearly a decade as Executive Vice President and National Sales Manager at BNY Mellon, where he oversaw a nationwide team of sales professionals.
Pruett’s appointment comes as FLX continues to drive platform adoption through increased demand for modern, tech-enabled solutions in asset and wealth management. FLX provides a centralized, integrated, and on-demand marketplace of strategic services and technology including due diligence software, sophisticated marketing and media capabilities, distribution services, practice management and advisor coaches, and more, empowering firms to scale smarter and operate more efficiently.
Gladstone Group
Gladstone Group, a leading specialist in financial services mergers and acquisitions (M&A), strategic growth consulting, valuation, and talent search, today announced the launch of its offering that democratizes access to high-quality M&A services for smaller firms – Gladstone Connect. A combination of Gladstone’s 20-year M&A prowess coupled with cutting-edge technology streamlines the matching process while also making it more affordable.
While the financial advice industry has seen record-breaking M&A activity over the last five years, the industry has not adequately served smaller registered investment advisor (RIA) firms due to cumbersome processes that can be cost prohibitive. Gladstone Connect charges sellers a total fee of $500 to have their firm confidentially presented and sold to a consortium of highly screened potential buyers; if Gladstone’s retained investment banking white-glove services are required, $500 is credited toward that.
Gladstone Connect provides a systematic process for sellers to complete their fact finder information, match with qualified and eager buyers and close deals efficiently all with a deal concierge supporting them throughout. Buyers pay for closing costs in Gladstone Connect.
Grvt
Grvt has launched “Grvt Strategies”, the world’s first compliant peer-to-peer on-chain investment marketplace. For the first time, everyday investors can better discover, directly access and invest in top-performing investment strategies. These strategies (“Strategies”) are professionally curated and managed by leading institutional funds, market makers, and acclaimed individual traders (“Strategy Managers”) – unprecedented in the current TradFi and DeFi setup.
The contemporary investment landscape presents mounting hurdles for ordinary retail investors. According to The World Economic Forum, a significant part of the global population[1] does not invest in capital markets due to the lack of access, education, and trust; the rapidly growing private markets have been historically limited to institutions and wealthy individuals for access.
While peer-to-peer models have transformed lending and payments, investing has remained largely siloed. Access to sophisticated strategies has been limited by opaque gatekeeping, high minimums, and regulatory complexity. To shake up the status-quo, Grvt built Strategies entirely on its secure blockchain, powered by ZKsync technology, using smart contract logic to automate the entire investment lifecycle. This means every step, from accepting deposits to distributing profits, operates transparently through programmable rules, eliminating the need for manual processes or intermediaries.
Integrity
Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with Family Financial Solutions Group, Inc. (“FFSG”), an independent marketing agency based near Chicago, Illinois, and led by David Cheatham. Financial details of the partnership were not disclosed.
Known for its culture of excellence and strong mentorship, the FFSG team strives to create meaningful relationships with every client and guide them toward a greater level of stability. The agency offers Medicare products, life insurance, annuities and long-term care solutions. FFSG’s hallmark is its in-depth training program, which orients team members toward a growth mindset, while positioning setbacks as opportunities for development and progression. The agency is active in the community through regular support of women’s shelters and charitable initiatives. Founder Dave Cheatham also leads a large-scale national youth gathering that empowers the next generation to lead through service and community participation.
FFSG is joined in its commitment to serve by Integrity’s vast network of exceptional industry leaders. This prestigious community, bringing experience with the country’s leading financial and insurance institutions, shares the goal of innovating the insurance and financial services industries for the benefit of all stakeholders. Collectively, these titans and trailblazers are creating more holistic protection solutions that streamline life, health and wealth planning and optimization for all Americans, while helping consumers plan for the good days ahead.
Integrity
Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with Alliance Arete Financial (“Alliance Arete”), an independent marketing organization based in Jacksonville, Florida, and led by Andy Riddle. Financial details of the partnership were not disclosed.
Alliance Arete’s energetic agent culture emphasizes persistence and resilience in shaping its agents into strong leaders. The agency helps clients plan more holistically for all aspects of their financial future by offering life insurance, Medicare products, annuities and financial services. Founder Andy Riddle is deeply committed to using his platform to positively impact the lives of others by helping agents build lasting, successful careers and offering execeptional client service. Under his leadership, the Alliance Arete team has forged deep connections with its community by offering financial literacy and estate planning workshops that help families make informed decisions and protect their legacies.
Integrity agents help clients prepare for the good days ahead by integrating life, health and wealth products and planning into holistic personalized solutions. Through Integrity’s best-in-class platform, agents serve clients more efficiently through instantaneous life and health quoting and enrollment capabilities, and streamlined plan management. They can further deepen client connections by utilizing the intuitive capabilities of Ask Integrity® — the industry’s leading AI-powered and voice-activated digital assistant, which prepares agents by offering coverage recommendations and in-the-moment prompts. Additional Integrity partner benefits, such as insightful data and analytics, perceptive leadership guidance and ongoing innovation, help to streamline agency workflows and enhance impact for more effective service.
Jump
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with Women in Insurance and Financial Services (‘WIFS’), the preeminent organization devoted to attracting, developing and advancing women in the industry. Coinciding with National AI Day, this collaboration brings cutting-edge technology directly to WIFS members – supporting the organization’s mission to empower women in an underrepresented industry.
The partnership comes at a pivotal time: 70% of heirs – most often women – switch advisors after inheriting wealth. With women playing an increasingly central role in financial decision-making, it’s essential to equip advisors with tools that foster trust and retention. Jump’s AI analyzes thousands of advisor-client meetings to identify what drives successful wealth-transfer conversations. By partnering with Jump, WIFS is empowering women advisors with insights to build stronger, longer-lasting client relationships.
Through this partnership, WIFS-affiliated advisors will receive access to Jump’s platform, which automates meeting prep, notetaking, compliance documentation, CRM updates and post-meeting follow-up. Jump will also be featured at the WIFS National Conference, showcasing how safe, compliant AI can reduce administrative burden and help advisors spend more time doing what matters most – serving clients.
Jump
Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify advisors now have access to Jump’s suite of intelligent tools.
The results are already evident for advisors in the field. “Jump has been great for my productivity,” said Ruben Villorio, a wealth advisor at Diversify. “It takes care of the tediousness of note-taking and allows me to focus on the more meaningful parts of my job, like building trust and ensuring my clients’ needs are met. Now I can get more done in less time.”
Jump is one more way Diversify is helping advisors do what they do best—serve clients—by removing barriers and delivering world-class support and resources.
KuCoin
KuCoin, a leading global cryptocurrency exchange, officially announced the listing of xStocks and its joining of the xStocks alliance. xStocks are tokenized stocks powered by Swiss-based company Backed. This launch marks a significant step forward in KuCoin’s expansion of multi-asset allocation capabilities.
The first batch of supported assets includes SPYx (S&P 500 ETF), CRCLx (Circle), TSLAx (Tesla), MSTRx (MicroStrategy), and NVDAx (NVIDIA)—all tokenized equities backed 1:1 by real stocks held in secure, bankruptcy remote collateral accounts, and issued on the Solana blockchain.
As the first USDT-denominated tokenized equity platform accessible in the largest number of countries and regions, KuCoin’s listing of xStocks opens a low-barrier, highly efficient, and transparent investment gateway, empowering users to seamlessly move between top US equity exposure and crypto assets.
Luminary
Estate planning is one of the most valuable services sophisticated advisory firms deliver—building trust, strengthening multi-generational relationships, and generating measurable tax value. But delivering consistent, high-quality services at scale has long been a challenge. As demand grows, many firms face capacity bottlenecks and inconsistent service quality due to bandwidth constraints and fragmented data.
Luminary Insights solves this by automating the most time-consuming aspects of estate plan review. Advisors simply upload client documents, and Luminary surfaces missing materials, potential concerns, and personalized strategic opportunities—all with clickable citations for easy verification.
Every insight is tailored, customizable, and tracked—giving teams a structured, collaborative way to elevate planning conversations and scale guidance consistently across more client relationships.
Manzil
Manzil Investment Advisors LLC, an SEC-registered investment advisor and subsidiary of Manzil, a Canadian Islamic fintech startup, recently announced the launch of Manzil Invest USA, a new digital platform offering Shariah-compliant investment solutions specifically tailored for the American Muslim community. The platform is powered by a strategic partnership with Alpaca, a self-clearing broker-dealer and brokerage infrastructure API offering Shariah-compliant financial products.
With this launch, Manzil provides customers with access to a wide range of pre-determined halal investment strategies, furthering their mission to simplify investing and saving for Muslims across North America.
By offering expertly managed and diversified portfolios that align with their customers’ investment goals and risk tolerance, Manzil aims to remove any complexities for customers who are new to public equities. To ensure compliance with both Islamic and ethical investing principles, all securities are pre-screened by Manzil using the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) standards and further filtered through the American Friends Screening Committee (AFSC) criteria.
Masttro
Masttro, the global leader in wealth tech solutions for family offices, registered investment advisors (RIAs), wealth managers and wealth owners themselves, today announced a strategic partnership with Arch, the private markets portal of portals, providing investors with the first digital platform to manage their K-1s, alternatives reporting, capital call workflows, and portfolio monitoring. The integration will route real-time alternative investment data into Masttro’s next-generation platform, enabling enhanced wealth visualization across liquid and illiquid assets and liabilities in a single dashboard.
BNY Wealth’s 2025 Global Family Office Study revealed that two-thirds of family offices with more than $1 billion in assets plan to increase exposure to private equity (PE) funds in the next 12 months. Meanwhile, more than half of family offices with less than $1 billion will continue allocating to PE funds. As demand for private investments proliferates among ultra-high-net-worth (UHNW) families, Arch offers Masttro’s users a comprehensive, up-to-date view of their total net worth and their portfolios, encompassing geography, asset class, manager, vintage and more.
Clients may choose to easily integrate Arch’s powerful alternatives data management and reporting capabilities directly into Masttro’s platform, which serves hundreds of single and multi-family offices, RIAs and major financial institutions globally. By eliminating manual workflows such as K-1 collection and capital call tracking, Arch enables a seamless flow of data that gives Masttro’s clients access to deep, granular insights.
Nitrogen
Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the launch of AI Meeting Center, a secure, native solution that streamlines meeting documentation and supercharges advisor productivity. Designed to save time, reduce compliance friction, and eliminate the need for third-party AI tools, AI Meeting Center helps deliver better client experiences without leaving the Nitrogen ecosystem.
Built directly into Nitrogen’s secure infrastructure, AI Meeting Center transcribes advisor-client conversations, generates real-time meeting summaries, and produces editable, CRM-ready notes all within the compliance standards advisors already rely on. It inherits the governance model broker-dealer and RIA firms already trust and requires no new logins or tools.
Unlike external AI solutions that introduce privacy concerns or require complex implementation, AI Meeting Center offers firms a frictionless path to AI adoption, without sacrificing data security or operational efficiency.
Q2 Holdings
Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced its fourth annual Q2 Philanthropy Fund grant application cycle, which will award $150,000 in grants to nonprofits across the globe to further its mission of building strong and diverse communities. The initiative is led in partnership with Austin Community Foundation (ACF), a grantmaking public charity, to make it easier and more accessible for nonprofit organizations to apply for grants from Q2. To remain objective and ensure Q2 employees play a role, the selection committee is made up of Q2 employees who review and evaluate the recipients and determine the winners.
The Q2 Philanthropy Fund is a part of Q2 Spark, Q2’s corporate social responsibility program designed to further Q2’s mission to help build strong and diverse communities by strengthening their financial institutions. In 2024 alone, Q2 employees volunteered more than 23,000 hours for over 1,200 philanthropic organizations; combined with employee giving, Q2 contributed more than $1.6 million to philanthropic organizations worldwide.
ACF is a grantmaking public charity dedicated to improving the lives of people in a specific region and beyond. ACF helps support Q2’s process of managing grant requests to continue to ensure greater access to grant funding through a transparent, rigorous, and equitable process. They also serve as a connector across a robust network of philanthropic organizations, community leaders, and fellow philanthropists, allowing Q2’s efforts to benefit more people and communities.
SEI
SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their businesses. SEI will make a strategic investment in the Stratos business, a family of companies focused on supporting the success of financial advisors across business models and affiliation structures. Based in Beachwood, OH, Stratos includes a national network of more than 360 experienced financial advisors and financial planning practitioners working across 26 states throughout the United States.
Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its recognized brand and as an affiliated business of SEI. Stratos’ existing business and client service model, including custodial relationships, will continue, and its current offerings will be reinforced by SEI’s capabilities across technology, custody, operations, and asset management.
A newly formed entity will purchase the operating entities comprising the current Stratos business. SEI will pay a total cash consideration of approximately $527 million for 57.5% of the equity of this entity. Certain legacy Stratos equity holders will continue to own 42.5%, which is subject to put/call rights that, if fully exercised, will result in SEI owning 100% of the entity. As part of the transaction, Emigrant Partners will exit their investment in Stratos at closing.
TIFIN
TIFIN, an AI-powered platform for financial technology, has launched a new multilingual LLM innovation hub in India to expand access to financial AI across global markets. This move strengthens TIFIN’s capabilities in natural language AI and enables around-the-clock development from its teams in the U.S., Spain, and India.
As financial services become increasingly conversational, as enterprise clients have a geographically dispersed user base, and as personalized interactions become increasingly important, the ability to serve users in their native languages is a strong advantage to building AI applications that drive adoption and trust. This capability is also allowing TIFIN to start serving clients in regions such as Japan.
This growth reflects TIFIN’s strategy to tap into globally dispersed AI talent. The newly formed 10-person team in India adds to the existing AI talent in the US and brings deep specialization in financial LLMs and multilingual capabilities — a foundation for expanding TIFIN’s AI products to international markets. The India team has already contributed to breakthroughs in agent-driven productivity tools and multilingual experiences in the finance domain. A recent paper published by the team also won 3rd place in SemEval (solving a multi-lingual challenge).
Vestmark
Vestmark, Inc., a leading wealth management software and services provider, announced today the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability was developed in partnership with iCapital1, BlackRock, and Dynasty Financial Partners and will be available to RIAs seeking to combine subscription-based alternatives with ETFs, mutual funds, equity SMAs, fixed income SMAs, and direct index SMAs in a single custodial account.
This solution provides advisors with a streamlined, scalable process enabling allocation to alternative investments in a diversified portfolio within a UMA construct. The initial launch integrates iCapital’s technology platform and tools, allowing Dynasty advisors to incorporate subscription-based alternatives into their UMA portfolios using asset allocation models developed with BlackRock. The offering provides access to BlackRock’s leading asset allocation and portfolio design capabilities across private and public markets, featuring streamlined administration and custodial integration in a single account.
The Wealth Consulting Group
The Wealth Consulting Group (WCG), a fast-growing hybrid RIA and wealth management platform, today announced the creation of its non-fiduciary Advisory Board. Comprised of wealth management industry executives, the Advisory Board will help guide the firm as it continues to drive growth and success for its financial advisors, scale its operations and technology, enhance enterprise value for its partner firms and deliver a comprehensive wealth management experience to clients.
The announcement closely follows the recent buildout of WCG’s senior leadership team, including the appointment of industry leader and former LPL Financial Divisional President Andy Kalbaugh to the role of President of WCG.
The inaugural members of the Advisory Board – which will continue to expand on a highly selective basis – are Stuart DePina, former President of Envestnet; Jason Ehrlich, former Managing Director and Head of Investments at Emigrant Partners; and Paul Kim, CFA, CEO and co-founder of Simplify Asset Management. Kalbaugh, WCG’s newly appointed President, will also serve on the Advisory Board.
WealthAI
WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth Management companies, announce a strategic partnership to bring MDOTM Ltd’s AI platform, Sphere, to wealth managers and advisors.
As part of this collaboration, Sphere will be available through the WealthAi MarketPlace, seamlessly integrated into the WealthAi platform. This integration empowers wealth managers and financial advisors to harness advanced AI tools for portfolio construction and optimization directly within their existing WealthAi workflows.
MDOTM Ltd’s Sphere is a leading AI investment platform leveraged by Asset & Wealth Managers to support strategic and tactical asset allocation, portfolio rebalancing at scale, and automated reporting with Analytical and Generative AI.
Wealthbox
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential tools enables advisors to work more efficiently by reducing manual processes and giving them more time to serve clients.
Advisors can now view their clients’ Envestnet account and position details directly in Wealthbox via a dedicated Investments tab. This ensures that key financial data is easily accessible alongside client records, eliminating the need to switch between systems. With single sign-on functionality, advisors can seamlessly transition from Wealthbox to Envestnet without losing data-driven client context. A simple click from within Wealthbox takes users directly to the corresponding client page in Envestnet, providing instant access to additional investment details.
In addition to viewing account information, advisors can also initiate investment proposals directly from Wealthbox. Advisors can begin a proposal in Wealthbox and continue in Envestnet, whether they’re working with an existing client or adding a new prospect. If the client does not yet exist in Envestnet, Wealthbox will automatically create the household and link it to the proposal, ensuring a smooth and efficient workflow. Once initiated, proposals are seamlessly transferred to Envestnet, where advisors can continue the process without interruption.
