Less than 10 weeks remain in the year, and wealthtech news remains on a tear. Wealth management, not so much.
Welcome to another Advisor Tech Talk, where we’re going to run down all the wealth management technology—and other tech bits that relate to financial advisors—in just a moment. First, though, let’s get this out of the way: This past week was another one confirming an ongoing pattern where technology news eclipses the wealth management news.
And this time, we’re going to dip into the wealth management headlines to show you what we’re talking about. It’s been a while since we’ve given a rundown in what’s going on in the greater industry, and as always, the trade press dedicated to wealth management isn’t capable of keeping up with everything going on.
Equitable will purchase Stifel Independent Advisors, Stifel’s independent hybrid RIA and broker-dealer with $9 billion in client assets all told.
AlphaCore Wealth Advisory acquired a team with $1.5 billion in client assets based in Rockville, Md. Concurrent moved a $1.3 billion Savannah, Ga. Team onto its platform.
Raymond James added a team in Bethalto, Ill. Creative Planning added a central Pennsylvania team. Cetera added a team in Alexandria, La., and an advisor on Long Island, N.Y. For that matter, Osaic also added Long Island-based advisors, as well as a team based in Englewood, Florida. Kestra added advisors in Scottsdale, Arizona.
St. Louis-based Krilogy announced a minority investment from Rise Growth Partners. U.S.-based Kelso & Company acquired a 25% minority stake in Canadian broker-dealer Wellington-Altus.
Dynasty Financial Partners and Diamond Consultants announced the launch of a breakaway investment banking initiative to help firms transition to independence.
Chicago hybrid RIA VestGen Wealth Partners announced the launch of a retirement plan business. North Little Rock, Ark.-based Sowell Management announced a partnership with asset manager Rayliant to support its OCIO offering. Prime Capital Financial announced the launch of a tax planning service.
Hires and promotions were announced by New York-based Certuity, Seattle-based Brighton Jones, Chicago-based Mesirow, Chicago-based The Mather Group, Indiana-based Oxford Financial Group, Austin, Texas-based Bluespring, Maryland-based RS Will Wealth Management, compliance consultancy Essential Edge.
Also, DPL announced its annuities platform crossed $5 billion in assets.
That’s a lot happening, and a good bit of it wasn’t covered in the trade press. Not because they didn’t want to, but because wealth management trade publications no longer have the bodies to keep up with all the industry news, and aren’t really adopting the kind of technology that could help them do so.
Let’s compare all these goings-on in wealth management to the even more active week we had in wealth management technology, as detailed below.
We love the wealth management press—many of our friends still work for trade publications dedicated to financial advisors—but if the wealth management trade press can’t keep up with wealth management itself, there’s no way they’re staying in step with the accelerating universe of wealthtech and its convergence with other forms of financial technology.
Yet, if we look at the publishing companies, what we almost always find are businesses just as behind in technology as the industry they purport to cover.
Not only that, but we find a deep-seated reluctance, if not downright hostility, to deploy the very technologies that would help them deal with short-staffed newsrooms and an accelerating news cycle and deliver a better product for the readers and advertisers.
The space is so over-ripe for disruption that it stinks out loud.
Let’s get to those headlines.
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Advisor360°
Advisor360°™, a leading provider of integrated technology for wealth management firms, is pleased to announce that U.S. life insurance provider and registered broker-dealer Allstate Financial Services, LLC has selected Advisor360° as the provider of its new, AI-driven wealth management technology platform. The new platform will unify insurance and investment product portfolios into a modern and intuitive digital experience for Allstate customers and employees.
With Advisor360°, personal financial representatives for Allstate Financial Services, LLC will gain household-level views across brokerage, advisory, insurance products, and other important customer data. They will be able to analyze their book of business through dashboards and insights, including in-force policies and next-best actions.
Allstate Financial Services, LLC will also benefit from AI-powered workflows, including Advisor360°’s award-winning digital onboarding capabilities, which can help to speed the time to open accounts, streamline home office operations, and boost efficiency.
Allvue
Allvue Systems, LLC (“Allvue”), a leading technology provider for private capital markets, today announced the expansion of its comprehensive AI-powered platform that unifies data, automates workflows, and delivers benchmarks and actionable insights across the private investment lifecycle. The announcement marks a major step in Allvue’s mission to make private markets transparent, efficient, and connected. These announcements include the launch of Andi AI Document Extraction along with streamlined integrations for Portfolio Optimization and Investor Onboarding. Lastly, Allvue is strengthening its executive leadership team for its next phase of growth.
Allvue’s Andi Document Extraction transforms unstructured data directly into your investment management processes to operationalize document intelligence by evolving document review from a highly manual front-office task to an automated, scalable operations function. Andi Document Extraction is powered by an array of best-in-class document extraction providers, starting with Claira for financials.
In addition to its integration with Claira for document extraction, Allvue is launching another strategic product integration with Loan Hunter, underscoring its growing ecosystem of partners focused on automating workflows and financial operations.
Bankrate
Bankrate, a Red Ventures company, announced Matt Fellowes as CEO of the personal finance platform that helps people make informed financial decisions and connect with the right products to reach their goals. In this role, Fellowes will steward Bankrate’s evolution from a leading financial marketplace into a world-class, technology-driven platform designed to empower people to more confidently navigate their finances and help financial institutions connect with consumers.
Named one of Forbes’ Top Financial Innovators, a Washingtonian Tech Titan, one of The Huffington Post’s “Top 100 Game Changers,” and a Webby Award winner for Best Financial Services Software, Fellowes has been widely recognized as a pioneer at the intersection of finance and technology, bringing deep experience and a proven record of success to Bankrate.
Most recently, Fellowes served as co-founder and advisor for health technology company BellSant, which was acquired by Hundred Health earlier this year. Prior to that, Fellowes founded and led digital investment firm United Income, acquired by Capital One, and after, served as Head of Wealth Management for the bank. Fellowes also served as Chief Innovation Officer at Morningstar, following the acquisition of HelloWallet, the award-winning personal financial management software company he founded and led.
BeyondWill
BeyondWill, the modern estate planning platform built for financial advisors, today announced the launch of WiseAI™, its groundbreaking AI Assistant with Proactive Alerts designed to anticipate life events, surface estate planning risks, and help advisors act before small details become big problems.
With continuous AI monitoring, advisors spend more time building trusted client relationships by proactively staying ahead of every important change.
The release of BeyondWill’s WiseAI comes as demand grows for digital-first, human-centered estate planning tools. BeyondWill is equipping advisors with solutions that both modernize their practices and meet families where they are.
Communify
Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announces its acquisition of Empaxis Data Management, a premier provider of investment data management and operational services for wealth and asset managers. The acquisition removes the primary obstacle of fragmented and inaccessible data through advanced data management, thereby empowering wealth and asset management firms to adopt Communify’s advanced MIND AI to create Client Stories™ and Portfolio Stories™ in fractions of a second rather than days.
Communify’s premier platform for wealth managers delivers powerful AI-driven tools like Client and Portfolio Stories, which are proven to drive engagement and scale advisors and asset managers. However, the effectiveness of these tools depends on clean, unified data—a challenge for most firms whose information is trapped in disconnected systems. Empaxis’s focused data management expertise on custodial and accounting integrations complements Communify’s apps and agents, making it simple for firms to quickly realize the benefits of the MIND AI platform.
The integration of Empaxis means that Communify is now a complete, out-of-the-box solution. Empaxis will unify a firm’s fragmented custody and accounting data, creating the AI-ready foundation needed to immediately deploy trusted, precise MIND AI apps and agents, which are currently deployed in major institutions across the globe. MIND AI is expanding with both detrministic and generative tools, most recently announcing Communify’s Money Map (that includes a Personal Financial Statement PFS); this reinvents client onboarding and adds a layer of automation to client data management.
Dynamic Advisor Solutions
Dynamic Advisor Solutions (“Dynamic”), a leading RIA and provider of integrated business solutions for wealth advisors, announced a strategic partnership with Aculis, a pioneering artificial intelligence platform, to develop and deploy a secure AI enterprise solution, serving as the intelligent engine behind Wealth360™, the firm’s integrated tech stack accessible through a single sign-on.
Built on Aculis’ highly secure, model-agnostic and modular platform, the new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business — all within a protected enterprise environment, keeping firm, practice and client data private, segmented and unique to each advisor’s business model.
The Dynamic-Aculis solution will introduce numerous AI workflow and process agents, i.e., intelligent digital assistants trained specifically trained for Dynamic’s advisors and staff. These agents will streamline daily operations, automating routine tasks from knowledge queries, compliance checks, workflows for client onboarding and communication, generating personalized client and advisor outreach, to surfacing key business insights in real time.
Ebix
Ebix today announced the introduction of ExposureHub to the U.S. market, a breakthrough platform that delivers real-time exposure visibility and portfolio analytics to property, casualty, and specialty insurers, brokers, and enterprise risk teams. Currently deployed in the London insurance market, ExposureHub is now available as part of Ebix’s Global Risk Compliance & Management Exchange, one of the company’s fastest-growing technology verticals.
ExposureHub combines visual portfolio modeling, AI-driven analytics, and geocoding-based mapping to give users an intuitive, real-time understanding of how a risk is distributed across regions, clients, and product lines. With advanced visualization and interactive dashboards, users can drill into specific geographies, identify accumulation levels, and anticipate potential catastrophes. The platform integrates seamlessly with existing underwriting and reporting systems, helping teams make faster, data-backed decisions while strengthening compliance and reinsurance planning.
The U.S. launch of ExposureHub represents a major expansion opportunity for Ebix. The platform addresses a clear gap in the multi-billion-dollar global exposure management segment, where few truly integrated solutions exist. It also positions Ebix to capture new recurring technology revenues and accelerate growth across its Risk management business. The company plans to extend ExposureHub’s reach to Asia-Pacific, India, Latin America, and other key markets, further reinforcing Ebix’s position as a global leader in insurance and risk technology.
Edward Jones
Edward Jones is doubling down on its commitment to helping local business owners and their employees achieve financial wellness. The firm is expanding its retirement plan product shelf offered through its 20,000 financial advisors to include Nationwide and Voya and investing in new technologies like Aboon, which streamlines retirement plan design and administration, and Addition Wealth, a digital financial wellness platform.
Recent research by Edward Jones and Morning Consult shows that three in five Americans surveyed contribute to a workplace retirement plan; however, 59% of those Americans’ employers do not offer one to employees, leaving a gap in financial access and education at a critical entry point for investing.
Currently, Edward Jones serves more than 28,000 vendor-held workplace retirement plans helping approximately 715,000 plan participants save for a secure and dignified retirement.
Envestnet
Envestnet, a leading provider of connected technology, advanced insights, and comprehensive wealth management solutions, today announced the appointment of Bhaskar Peddhapati as its Chief Technology Officer (CTO).
In this role, Peddhapati will report to Chris Todd, Chief Executive Officer, and oversee all aspects of technology, engineering, and information security across the company. He has been charged with accelerating Envestnet’s technical roadmap, infusing artificial intelligence into every layer of its platform, and scaling innovation across teams to position Envestnet for long-term leadership in wealthtech.
A global technology and product executive with more than 25 years of experience, Peddhapati brings deep expertise across FinTech, Cloud Strategy, Data Platforms, and AI/ML, having led global teams of more than 2,500 engineers and product professionals. He is recognized for building high-performance engineering organizations, empowering and mentoring teams to master emerging technologies, unlock their potential, and transform their career trajectories through learning and experimentation.
Financial Finesse
Financial Finesse, the leading independent provider of unbiased workplace financial coaching, today announced the appointment of Susan Weeks, CRPS®, as Director of Key Accounts for its rapidly growing PoweredBy Retirement business. This expansion underscores the company’s commitment to transforming the retirement industry by equipping its enterprise partners with scalable, behavior-changing financial wellness programs that accelerate growth and deliver measurable results for plan sponsors and participants.
With more than two decades of experience spanning retirement plan services, fintech innovation and advisor enablement, Weeks joins Financial Finesse to lead strategic partnerships across the retirement ecosystem. In her new role, she will focus on helping retirement plan providers and asset managers accelerate their growth and differentiate their programs by bundling holistic, data driven financial coaching programs into their existing services.
This announcement comes on the heels of Financial Finesse winning the WealthManagement.com Industry Award (the “Wealthies”) in the category of Convergence – Wealth & Retirement Integration for Financial Coaching.
Foresight
Foresight is ushering in the next generation of private market software by letting its customers use natural language to query their unified pre- and post-deal data. Today, the company announced new AI capabilities that will give customers the ability to ask questions within the Foresight platform as well as in ChatGPT, Claude, and Glean through its new model context protocol (MCP) server. Private market dealmakers will be able to prompt Foresight’s AI for lists of prospective companies, and anyone who makes post-deal decisions will be able to ask portfolio questions, model scenarios, and execute workflows in natural language on Foresight’s desktop or mobile interfaces.
The private market is undergoing a digital transformation catalyzed by the need to become data-driven. Banks are working to capitalize on the synergy between lending, wealth management, and M&A teams, and data unification is at the core of this effort. Venture capital, growth, and private equity firms that have relied on reputational inbound for sourcing and long hours of reactive post-investment Excel modeling are evaluating their data strategy and tech stack and searching for ways to scale without headcount.
Since launching in the Spring of 2023 Foresight has rapidly distinguished itself as the leading data and analytics platform in the private market with customers in venture capital, growth, and private equity and users across every team. Foresight Sourcing customers can create dynamic pipelines of relevant deal prospects and see company profiles that uniquely combine alternative research feeds and first-party data through its integrations with CRMs and productivity tools. Foresight Portfolio customers can model funds, run company scenarios, and create superior LP and GP reporting thanks to industry-first integrations with fund accounting, cap table, and KPI data.
The Founders Arena
The Founders Arena, the leading global WealthTech Accelerator, in collaboration with First Rate, Inc., SEI®, the City of Arlington and the Arlington Economic Development Corporation, today announced its fifth cohort of startups who are redefining the future of financial services. As the hype around artificial intelligence continues to drive decision making, The Founders Arena stands apart as a curator of credibility. The program, now in its third year, has a track record of identifying companies and supporting founders that solve real problems – not just chase trends.
The Founders Arena is a boutique, high-touch experience built around market access, connecting founders directly with buyers, investors, and decision-makers. Each company is selected through a rigorous, evidence-based process focused on measurable impact, transparency, and real-world adoption.
The latest cohort of companies represents the next generation of WealthTech and AI-driven solutions — founders building technology that amplifies human intelligence rather than replacing it.
FP Alpha
FP Alpha, the AI-powered tax, estate, and insurance planning platform for financial advisors, today announced that their new offering, NextGen Tax Insights, is now live and available after a successful beta test period.
This groundbreaking feature represents the next evolution in AI-driven tax planning—equipping advisors with tailored, data-backed tax insights that are specific to each client’s unique financial situation. The result is a powerful enhancement to the advisor’s value proposition: helping minimize client tax burdens, maximize wealth, and deepen engagement.
This innovation follows FP Alpha’s recent rollout of FP Alpha TAX, the firm’s popular standalone tax planning platform, and comes at a particularly timely moment as advisors enter the critical year-end tax planning season. With NextGen Tax Insights, advisors can hyper-personalize tax-saving opportunities, something no other tax planning software on the market currently offers.
GReminders
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced a new integration with Osaic Institutions, the bank and credit union-focused channel within Osaic, one of the nation’s largest providers of wealth management solutions. With the partnership, GReminders becomes the only scheduling and AI-driven notetaker app to integrate and work natively alongside Infinet, Osaic Institutions’ proprietary platform. The integration enables seamless functionality and access to GReminder’s AI-powered tool suite within Infinet’s CRM, Client Central, which supports more than 250 financial institutions nationwide and more than 750 financial professionals.
The Institutions partnership builds on the previously announced Osaic integration, and continues GReminders’ partnership expansion in multiple channels within the financial services ecosystem.
IRALOGIX
IRALOGIX, the retirement industry’s leading fintech provider, today announced the appointment of Susan Canavari as Chief Marketing Officer, a newly created executive position established to accelerate the company’s next phase of growth and market expansion.
Canavari joins IRALOGIX with an extensive background in developing and executing integrated marketing and brand strategies across B2B, B2B2C, and B2C markets. She brings a proven record of leading large-scale marketing transformations, strengthening customer and partner engagement, and driving sustainable business performance. Canavari is widely recognized for her ability to blend creative excellence with analytical rigor, building high-performing teams that deliver measurable impact and enduring value.
Before joining IRALOGIX, Canavari held senior marketing and brand leadership roles at Sundae, TIAA, JPMorgan Chase, and Chase Consumer Bank. Earlier in her career, she held leadership positions at several of the world’s top advertising and marketing agencies, including mcgarrybowen (now Dentsu Mcgarrybowen), Publicis Groupe/Digitas, and Ogilvy & Mather.
Jump
Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, today announced its acquisition of Mobile Assistant, a leader in advisor transcription services. The move reinforces Jump’s mission to empower advisors and their clients to thrive in the age of AI and gives Mobile Assistant customers a clear path to reduce daily administrative burden and enhance client relationships.
Both companies have built a reputation for being 100% advisor-centric, with technology designed to enhance, not replace, the human connection at the core of advice. Mobile Assistant pioneered trusted meeting transcription and Jump is leading the next frontier with full-cycle AI that automates advisor workflows across meeting prep, follow-ups, CRM updates and more. Mobile Assistant customers will receive dedicated onboarding support as part of a seamless transition onto the Jump platform.
It also comes at a pivotal moment for wealth management as the industry faces accelerating RIA independence, the $84 trillion great wealth transfer and rising pressure for firms to differentiate through client experience. Advisors who adopt AI are better positioned to retain generations of clients, grow assets under management and win new business from competing firms relying on outdated technology.
Mako Financial Technologies
Mako Financial Technologies, the industry-leading workflow platform for financial services, today announced a strategic partnership with Trulioo, the industry-leading identity platform for global person and business verification.
The partnership integrates identity verification and anti-money laundering (AML) capabilities from Trulioo directly into Mako’s configurable onboarding and renewal workflows, to deliver a seamless, low-friction Know Your customer (KYC) experience for advisors and their clients. The combined offering is designed to reduce manual effort, improve data accuracy, accelerate processing times, and help firms drive revenue growth with real-time data connectivity, all while maintaining rigorous compliance oversight.
By combining Mako’s low-code automation with global verification and AML expertise from Trulioo, the partnership replaces disconnected, labor-intensive KYC checks with a unified, scalable solution. Firms can onboard new clients faster, transition large books of business with confidence, and maintain institutional-grade compliance standards while freeing advisors to focus on client relationships and growth.
Ncontracts
Ncontracts, the leading provider of integrated compliance, risk, and vendor management solutions to the financial industry, today announced the launch of Ncontracts Ntelligence Solutions, including two groundbreaking solutions that position Ncontracts at the forefront of AI-powered compliance and risk management for financial organizations navigating an increasingly complex environment.
The new Ntelligence product line includes Complaint Ntelligence and Regression Ntelligence — AI-powered tools that transform how financial organizations manage compliance by cutting through data noise to deliver precise, actionable insights in minutes rather than months. Ncontracts unveiled the solutions to hundreds of financial risk and compliance personnel at Ngage, its annual user conference, offering an exclusive first look at the game-changing technology.
Ntelligence solutions are available as part of Ncontracts’ integrated risk management solutions.
Nitrogen
Nitrogen, the industry’s only provider of client-facing AI advisor software for specialized planning, investment research, proposal generation and meeting preparation, today announced the availability of its Fall 2025 product release. Headlining the product news is AI Tax Center, a new tool designed to guide tax planning conversations. The launch, attended by over 1000 advisors also showcased Nitrogen’s broader AI roadmap, infusing AI capabilities into AI Research Center, AI Planning Center, and AI Risk Center, advancing Nitrogen’s mission to help advisors show up ready to impress in every client and prospect conversation.
The newest addition to Nitrogen’s AI advisor suite combines Tax Snapshot, a client-ready visualization of the 1040, with AI Insights, which organize and highlight important data points for clients. Together, these features make tax discussions simpler, clearer, and more engaging.
These updates mark a major milestone in Nitrogen’s continued evolution as the platform built for AI-powered advisor meetings, turning complex data into visuals and insights that elevate client conversations.
OnBord
OnBord, the wealthtech platform that streamlines client onboarding for registered investment advisor (RIA) firms, today announced a major upgrade to its platform, introducing a completely enhanced experience that combines powerful configurability with OnBord’s award-winning, out-of-the-box simplicity.
With this release, firms can now deploy OnBord instantly using best-practice templates or build fully customized data-collection experiences featuring conditional logic, branching, validation, and reusable components, without writing a single line of code. Advisors can securely collect any documents, open accounts, and sync data back to their CRM and custodial forms—all in one seamless workflow.
As M&A activity continues to reshape the wealth management landscape, efficiency and adaptability in onboarding technology are more vital than ever. OnBord’s latest release ensures firms can unify operations across teams and custodians—without sacrificing their unique client experience.
PPB
Capital Partners, a leading alternative investment provider for private wealth advisors, announced a new partnership with Cambrian Asset Management, Inc. (“Cambrian”), a quantitative investment firm focused on digital assets based in California.
With this joint effort, Cambrian’s institutional-grade digital asset strategy is now available through PPB’s Capital Markets Solutions platform, providing RIAs and private wealth firms access to a disciplined, risk-managed digital investment strategy.
The collaboration emerged after a large $3 billion RIA, located in New York, which allocated directly to Cambrian, facilitated the introduction. The partnership with PPB allows Cambrian to expand its investor base to a wider network of private wealth investors.
Snappy Kraken
Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, today announced its new CRM integrations, the first real-time, bidirectional integration of its kind in the advisor marketing space. This innovation makes Snappy Kraken the only platform able to fully unify CRM, marketing automation and analytics in a single ecosystem. The new CRM integration enables continuous synchronization between advisors’ CRMs and the Snappy Kraken platform—eliminating manual imports and giving enterprises and advisors a single, up-to-date view of client and prospect data. It also supports pre-built integrations with leading systems including Redtail Orion, Salesforce and Practifi, while simplifying integrations with new CRM vendors and custom systems to ensure consistent, accurate marketing efforts for advisors and enterprises.
For wealth management firms, fragmented CRM and marketing systems have contributed to slower growth, compliance challenges and outdated client data. Snappy Kraken’s updated CRM integration eliminates that friction by uniting CRM and marketing automation into one connected system, improving data quality, enabling timely follow-up and allowing deep customization for every advisor and firm. The result is a compliant, scalable and AI-ready infrastructure that supports growth across the entire organization.
Building on its recently released enterprise-level AUM Pipeline Dashboard, which connects firm-wide marketing activity directly to assets under management (AUM), Snappy Kraken is also introducing a new advisor-level view that gives individual advisors the ability to see how their marketing efforts translate into asset growth. The dashboards pull data directly from CRM and other sources to show how leads progress through each stage of the pipeline and the potential AUM associated with each opportunity.
Streetbeat
Streetbeat, an AI-powered intelligence platform for financial professionals and retail investors, today announced $15 million in Series A funding to further expand the use of AI agents for trading. The round was led by CDP Venture Capital through the AI Fund and joined by TTV Capital, Monte Carlo Capital, and 3Lines VC, bringing the company’s total funding to $25 million.
StreetbeatPRO enables wealth managers, financial institutions, and brokerages to utilize off-the-shelf AI agents to automate investing, risk management, and portfolio analysis, or to deploy customized agents built to meet their specific needs. Financial advisors who use StreetbeatPRO have added five times the number of clients they previously serviced, increasing AUM by up to 15% per year. StreetbeatPRO is currently used by 4,000 advisors across 15 countries, with recent expansions into Germany, Italy, and South Korea. One of the top brokerage banks in Europe, an online brokerage with more than $120 billion AUM is utilizing the platform to enhance its advisory solutions.
Streetbeat offers AI agents for wealth managers, brokers, and retail investors that facilitate everything from client summaries to diversified investment strategies. The company’s proprietary AI has been in production for the past three years, drawing on real-time intelligence from more than 170 data sets. Streetbeat’s AI completed tasks with 94.78% accuracy on the bench test suite, which simulates realistic customer service interactions where an agent must converse with an LLM-simulated user, utilize API tools to interact with a database, and follow complex policy guidelines. The company’s AI was 30% more accurate than other agents with substantial cost efficiency, ranging from $0.10 to $0.15 per task.
TIFIN
TIFIN today announced the appointment of Lila Flores, a senior executive at Palantir, to its Board of Directors.
Flores leads strategic initiatives across Palantir’s U.S. Commercial and Government businesses. Her career spans Wall Street, national politics, renewable energy, and advanced technology—giving her a vantage point on how new technologies move from concept to adoption inside institutions.
AI is advancing quickly, but most enterprises are struggling with the decisions that need to be made to take full advantage of this fast moving technology in a manner that creates impactful business outcomes. The questions that enterprises grapple with include identifying the best use cases, appropriate categorization of build versus buy, the right external partners, the required internal talent, unification of the use cases and change management for adoption, among others. In financial services, there is additional complexity: it is a highly regulated industry with particular sensitivity to privacy.
Trust & Will
Trust & Will, the leader in online estate planning, today announced the appointment of Jackie Frommer as Chief Commercial Officer (CCO). In this role, Frommer will lead the company’s commercial strategy, including driving growth across existing (advisor, institutional, attorney, and nonprofit) and new partnership channels, and spearheading the development of additional financial services solutions for consumers and institutions.
Frommer brings more than two decades of leadership experience spanning fintech, trust and consumer banking, and wealth management. Most recently, she served as President and Chief Operating Officer at Figure, where she led the growth and development of Figure’s lending business, scaling the company’s technology and product platform, operations, and enterprise partnerships which led the way to Figure’s successful IPO in 2025. Before that, she was Global Head of Trusts and Estates at J.P. Morgan Private Bank, overseeing complex fiduciary and wealth transfer solutions for high-net-worth families, and held senior roles in consumer lending at both Bank of America and Chase, where she led large-scale product and growth initiatives.
In her new role, Frommer will oversee strategic commercialization, revenue architecture, and enterprise partnerships as Trust & Will deepens its presence in the advisor and institutional markets. She will also guide the company’s efforts to develop technology and services that bridge the gap between estate planning and financial services — two areas traditionally siloed in the legacy financial system.
Visory
Cybersecurity is no longer optional for wealth management firms; it’s a necessity. As regulators tighten requirements and clients become increasingly concerned about data security, firms are left asking a critical question: How confident are we that ourcybersecurity plan will withstand scrutiny?
Visory, a trusted provider of managed technology and cybersecurity services for the financial industry, is helping firms answer that question with SecureAudit, the smart first step for any business seeking to reduce risk, build trust, and meet today’s growing cybersecurity expectations.
SecureAudit was spotlighted at the 2025 Bob Veres Insider’s Forum, where Visory guided wealth management leaders through the same hard questions SecureAudit is designed to address.
