Content, content everywhere, but not a word is read. Heck, you’re probably not even reading this.
We’ll keep writing anyway, because there’s a lot of advisor technology news to cover this week, but first, we’re going to talk about AI and LinkedIn.
You see, we also edit the AI & Finance newsletter, so we try to browse any news that touches both on artificial intelligence and financial services, and that’s how we came across a viral online LinkedIn “translator” hosted by a site called Kagii that converts any statement into “LinkedIn speak,” a garbled business vernacular that it seems like everyone is typing in these days. It will also translate so-called “LinkedIn Speak” to normal American English.
The results are hilarious. For example, “I have been arrested for fraud and embezzlement, and thrown in jail” translates to:
“I’m thrilled to announce that I’m starting a new chapter!
After some deep reflection on financial optimization and asset management, I’ve been selected for an exclusive, high-security residency program to focus on personal accountability and structural discipline.”
I only mention this story because the financial services industry, and especially wealth managers and advisors and the companies and people who serve them, they all seem to love not just being on LinkedIn, but posting copious amounts of content to LinkedIn
And with very few exceptions it all sounds and looks the same. It’s ugly, empty, repetitive, pointless slop. It might as well be churned out by artificial intelligence, so it’s fitting that there’s a translator that can produce the bullshit for us now.
We abandoned professional social media a while ago. Who even reads this stuff?
Think about the ongoing content glut, because it’s more than just LinkedIn. Think about your other social media sites. Think about your inboxes. Think about websites and apps and all the push notifications you get. And those darned text messages.
Actually, while we’re at it, just read through some of our headlines below and note the repetitive, blandly optimistic (and occasionally grandiose) rhythm of “PR-Speak,” which is probably a progenitor of “LinkedIn Speak.”
It almost makes one pine for the days of the string of telemarketer calls, almost every weekday between 4 and 6 p.m.
Speaking as Chris Robbins for a moment, I am an editor by trade. It is my job to read and consume content, and particularly, the content written by and for financial advisors.
I don’t really want to read most of your content, and I already have a serious interest in doing so, and it’s mostly because most of it is low in informational value, and partially because it’s not very well written.
And if I don’t want to read your content, John Q. Investing Public probably doesn’t want to read it, either.
That doesn’t mean that trying a little thought leadership or content marketing isn’t going to work, or that it’s not worth engaging with a third party to produce some content marketing materials—but we believe that content marketing in general will produce seriously diminished returns in the AI era.
To be honest, the world doesn’t need more content. We have all the content we can handle—our AI probably doesn’t even want to read all the content we’ve generated.
The world needs more dialogue and conversation. It needs more leadership and guidance. It needs more genuine thought and less performative talk.
Let’s get to our headlines…
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Abra
Abra Financial Holdings, Inc. (“Abra”), a digital asset wealth management platform, and New Providence Acquisition Corp. III (Nasdaq: NPACU) (“New Providence”), a special purpose acquisition company, today announced that they have entered into a definitive business combination agreement for a transaction to take Abra’s business public. Under the terms of the business combination agreement, New Providence will be renamed Abra Financial, Inc. (the “Combined Company”) and its common stock is expected to be listed on Nasdaq under the ticker symbol “ABRX”.
The Combined Company will serve high net-worth, institutional, fund and RIA clients in a rapidly expanding market at the intersection of the $100 trillion wealth management industry and the digital asset and tokenization sectors.
The transaction consideration, in the form of newly-issued Combined Company securities, is based on a $750 million pre-money equity value of Abra. Existing equity holders of Abra, including Adams Street, Blockchain Capital, Pantera Capital, RRE Ventures, and SBI will roll 100% of their interests into the Combined Company.
Ascensus
Ascensus, the leading independent technology and service platform powering savings plans across America, has announced the launch of two new Pooled Employer Plans (PEPs) in collaboration with OneDigital, a national insurance brokerage and financial services firm. The Path Forward 401(k) Pooled Employer Plan and The Path Forward 403(b) Pooled Employer Plan— Ascensus’ first 403(b) PEP— provides employers with streamlined retirement solutions designed to reduce administrative burden while enhancing employee benefits.
The launch of these products extends the longstanding relationship between Ascensus and OneDigital which stands at more than 1,000 retirement plans and over $5B total assets. The solutions will be distributed nationally through the OneDigital advisor network that has extensive reach and relationships with employers across the country.
OneDigital will serve as the 3(38) investment fiduciary for both programs, bringing its expertise in investment management to ensure participants have access to well-constructed portfolios. Ascensus will provide pooled plan provider services, 3(16) administrative fiduciary services, trust and custody services, and recordkeeping which allows participating employers to delegate key fiduciary responsibilities while maintaining a high-quality retirement benefit for their employees.
d1g1t
d1g1t, a leading enterprise wealthtech provider, today announced that PWL Capital, a OneDigital Company, headquartered in Montréal has selected d1g1t’s institutional-grade enterprise wealth management platform.
Aligned with their mission to deliver highly personalized client experiences, PWL Capital partnered with d1g1t to modernize operations and give advisors real-time insights to make confident decisions and strengthen client relationships. Operating in both French and English markets, PWL Capital required a platform built for multilingual delivery, a capability central to serving its Québec-based clientele. By consolidating portfolio management, trading, performance reporting, compliance, billing, and client engagement on a single integrated platform, PWL Capital will eliminate manual spreadsheet-driven processes, simplify workflows, and create the operational capacity to scale.
PWL Capital will leverage d1g1t’s enterprise platform, purpose-built to operate fully in both French and English, for its advisor-facing workflows to the client portal and mobile app. This native capability ensures a seamless, consistent experience for PWL Capital’s French and English-speaking clients alike. Powered by institutional-grade analytics, d1g1t’s enterprise wealth management platform delivers a fully integrated solution providing instant access to critical information, empowering advisors to boost productivity while delivering exceptional client experiences. d1g1t’s seamlessly integrated client portal and native mobile app provide white-labeling capabilities, enabling PWL Capital to offer clients real-time portfolio insights, robust reporting, and personalized wealth management resources – accessible anytime, anywhere.
Datalign Advisory
Datalign Advisory today announced it is opening its agentic AI platform to advisory firms across the industry. Unlike platforms that focus AI capabilities inward — streamlining advisor workflows and back-office operations — Datalign’s agents are designed to be accessible to clients: supporting advisor-client relationships and delivering the firm’s expertise, methodology, and branded experience in every interaction. The offering allows firms of any size to build and deploy client-facing, custom, branded AI agents grounded in their own investment philosophy, proprietary content and client data—each operating within a compliance-by-design framework purpose-built for SEC-registered industries in finance and insurance industries.
Financial services firms face a clear mandate to modernize — yet solutions combining true agentic capability with firm-level customization and compliance-by-design architecture remain rare. The urgency is real: last month, Altruist, a single AI-powered tax planning tool contributed to notable declines across Schwab and LPL as well as other giants of the financial services industry — a signal that agentic AI is no longer a niche conversation but an immediate force reshaping wealth management. Datalign’s custom agent offering is built for that moment, serving independent RIAs, banks, wire houses, and wealth firms of any size.
Unlike off-the-shelf models — which offer generative capability but little or no compliance infrastructure, no firm-specific grounding, and no structured financial tooling — Datalign’s agents are built on Halo, a purpose-built agentic AI framework designed from the ground up for regulated financial services.
Empower
Empower, a leading workplace solutions provider and wealth manager, today announced plans to serve as a rollover custodian for Trump Accounts following final regulations, reinforcing the company’s commitment to expanding choice and flexibility for individuals saving for their long-term financial futures.
Empower has a long history of supporting evolving retirement and savings structures and helping individuals integrate those assets into a comprehensive financial strategy. Planned support for Trump Account rollovers may help individuals consolidate savings, simplify account management and align their accounts with long-term goals.
Trump Accounts are a recently established savings vehicle created through federal legislation to promote earlier participation in long-term saving and broaden access to tax-advantaged account structures.
Envestnet
Envestnet, the leading Adaptive WealthTech company, announces that the first series of interval funds is now available within its Unified Managed Account (UMA) platform. Financial advisors can now access interval funds directly through the UMA, enabling open architecture exposure to private markets from managers within a seamless, end-to-end portfolio management experience.
Envestnet oversees all aspects of interval fund management within the UMA, including research, trading, rebalancing, tax-loss harvesting, and model updates, providing advisors and their clients with a more comprehensive and unified view of portfolio performance. Currently, 81% of firms with revenues exceeding $100 million are privately held1. The Envestnet UMA platform now supports cost-effective investment vehicles that enable advisors to provide their clients access to this growing segment of the market, without adding operational complexity.
To help provide clarity on the complexities of interval funds, and other alternative investments, the Envestnet team has launched an Alternatives Research Center. Featuring materials, thought leadership papers, guidance on portfolio construction, use cases, and more, the repository can be accessed at https://go.envestnet.com/Unlocking-Alts-with-Envestnet.
F2 Strategy
F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced that Ryan Beach has been reappointed chief executive officer following a six-month period during which he explored another executive leadership opportunity.
Beach’s return, which comes amid accelerating demand for transformation across the wealth and asset management ecosystem, follows a comprehensive review conducted by F2’s board and executive team to assess the firm’s long-term strategic direction and leadership needs. This process reaffirmed Beach’s vision, leadership approach and deep industry alignment as uniquely suited to F2’s culture, operating model and growth trajectory.
During Beach’s time away, F2 sustained strong momentum and operational continuity under its leadership team, recording more than 80 percent year-over-year growth in 2025 while advancing strategic initiatives including the acquisition of HBMJ Consulting and the continued integration of Aliter Investment Services. The firm also expanded its capabilities across wealth and asset servicing transformation as demand accelerated across the ecosystem.
Fi-Tek
The wealth and trust industry is at an inflection point. Rising client expectations, growing regulatory complexity, and increasing operational demands are pushing banks, wealth management firms, and trust organizations to seek smarter, more efficient ways to operate. For firms that manage sensitive financial data and high-stakes client relationships, the pressure to modernize, without sacrificing security or governance, has never been greater.
Fi-Tek LLC, a leading provider of technology solutions for the wealth and trust industry, is answering that call. The company has announced the full production rollout of its artificial intelligence strategy – a purpose-built initiative designed to enhance operational efficiency, strengthen decision-making, and streamline workflows across the wealth administration lifecycle.
At the heart of this initiative is GWiz, Fi-Tek’s AI ecosystem built to extend and enhance its Global Wealth Enterprise Suite (GWES). GWiz brings intelligent, enterprise-grade AI directly into the day-to-day operations of wealth and trust professionals – enabling natural language access to institutional knowledge, AI-powered document intelligence for trust administration, and automation of complex back, middle, and front office processes.
GeoWealth
GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced it has expanded its Series C financing to include a $42.5 million minority investment from Goldman Sachs to support its rapid momentum with an additional growth investment, while also providing liquidity to shareholders. With the latest investment, GeoWealth’s family office owner, The Globe Resources Group, retains majority ownership, while Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors (sub-advised by Composition Capital) remain minority investors.
Serving registered investment advisors (RIAs) nationwide, GeoWealth attributes its growth to strong demand from large enterprise RIAs, early success with its new custom model portfolio partnerships, and deeper relationships with existing RIA partners. Through its unified managed account (UMA) framework, GeoWealth enables advisors to combine multiple investment vehicles in a single account, enhancing diversification, personalization and allocation efficiency while providing tax management and streamlined access to private markets via private-only, public-private or blended models.
GeoWealth and Goldman Sachs Asset Management first partnered in October 2024 to enable RIAs and their advisors to build open-architecture custom models through a total portfolio solution further personalized by the RIA for the needs of their high-net-worth clients. This investment brings the two businesses closer together as they work together with firms to deliver solutions consistent with their investment views and help scale their practices.
Greenlight
Affinity Federal Credit Union (“Affinity”) today announced an expansion of its partnership with Greenlight® Financial Technology, Inc. (“Greenlight”) to offer account holders discounted access to Greenlight Infinity and Family Shield, delivering a comprehensive solution for family finance, safety, and protection across generations.
With Infinity, families gain tools that help kids and teens learn to manage money, invest with guidance, and stay connected through location sharing*, SOS alerts, crash detection, and driving reports. With the addition of Family Shield, families get all the benefits of Infinity plus protection for aging loved ones with financial account monitoring, fraud and identity theft coverage, and personal safety support.
Together, Infinity and Family Shield enable Affinity to support account holders throughout every stage of life, from teaching kids and teens smart money habits to managing caregiving responsibilities.
iCapital
iCapital1, the global fintech company shaping the future of investing, today announced that it has entered into a definitive agreement to acquire Hexure, a trusted leader in digital and AI-powered sales automation solutions for insurance, financial services, and wealth management. This acquisition advances iCapital’s strategy to create the industry’s first truly end-to-end annuity and insurance technology platform—natively connected to iCapital’s alternatives and structured investments platform—delivering a single operating system that supports the full lifecycle, from discovery and education through order entry and post-sale servicing.
The insurance and alternatives markets are increasingly converging, reshaping capital access and the delivery of investment solutions. Carriers, asset managers, and distributors are working more closely together to offer alternative strategies through insurance-based structures that help financial advisors focus on core client needs—retirement income, tax efficiency, and long-term diversification. Technology is central to enabling this collaboration at scale, supporting education, sales, compliance, and post-sale servicing across the full lifecycle.
By combining iCapital’s annuity marketplace, education, and investment lifecycle management solutions and tools with Hexure’s market-leading e-application, illustration, and post-sale workflow technology, iCapital is helping unify a historically fragmented annuity and insurance ecosystem into one connected platform with a seamless investment experience for the industry.
INDATA
INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for buyside firms, today announced that UK-based Atomos Investments Limited (“atomos”) is live with INDATA’s Software-as-a-Service for Front, Middle and Back Office, replacing their previous provider.
atomos is an integrated wealth management company with headquarters in London and Bristol and a network of regional offices across the UK. atomos provides model portfolios and multi-asset funds, as well as direct equity selection in bespoke portfolios for clients.
atomos turned to INDATA’s front-to-back investment management SaaS to replace its previous industry OMS/PMS system. The firm was looking for a better solution to handle its model portfolio management and rebalancing process without relying on external spreadsheets. They were also looking for better cash management capabilities and more automated reconciliation with their custodian.
Nitrogen
Nitrogen, an AI-powered suite of products for financial advisors, today announced it has achieved ISO/IEC 42001 certification, the international standard for Artificial Intelligence Management Systems (AIMS). Nitrogen believes it is the first wealthtech company to earn the certification, joining a small group of global technology leaders including Microsoft, AWS, Google Cloud, and Anthropic.
ISO/IEC 42001 is the international standard for Artificial Intelligence Management Systems (AIMS), providing requirements for how organizations govern, deploy, and oversee AI systems. Certification is awarded following an independent third-party audit confirming that a company has implemented formal processes for AI governance, risk management, ethical safeguards, and ongoing oversight.
Financial advisors operate in one of the most regulated industries, making strong AI governance safeguards essential as AI tools become more common in advisor technology. Increasingly, compliance teams are asking vendors not just whether they use AI, but how it is governed and monitored over time.
OneVest
Following the successful launch of its Agentic Wealth Operating System, OneVest today announced OneVest GO. This standalone, AI-native wealth relationship workspace is built specifically for the independent powerhouse—the agile advisor and focused RIA team who prioritize client impact over administrative complexity.
OneVest GO delivers an AI-native foundation that allows independent firms to manage prospects, clients, and complex workflows with unprecedented speed. By moving beyond the limitations of legacy CRMs and disconnected communication tools, OneVest GO empowers advisors to operate with the sophisticated infrastructure of a global institution while maintaining the personalized touch of an independent practice.
OneVest Go is more than a system of record; it is a dynamic Wealth Relationship Workspace built for the speed of modern advisory teams. By moving beyond the static data entry of traditional CRMs, we’ve created an AI-native environment where intelligence is embedded directly into your daily flow automating follow-ups and surfacing “next best actions” as you work.
Quorus
Quorus, a technology-driven asset manager, today announced the close of its $5 million seed round anchored by WisdomTree with major participation from Connecticut Innovations, Nassau Financial Group, as well as strategic investors from across the wealth management industry. The round comes as asset managers and advisors continue to launch and adopt custom, tax-managed, separately managed account solutions.
Quorus operates as an extension of the asset manager, providing operational infrastructure to manage thousands of separately managed accounts. The platform delivers a differentiated tax overlay methodology designed to incorporate tax considerations alongside investment objectives, as well as product expertise to support go-to-market conversations, all while overseeing and trading accounts on behalf of the asset manager and its clients. The company will use the seed capital to expand the types of portfolio strategies supported, deepen functionality within its asset manager and advisor-facing interfaces, expand platform integrations, and aggressively invest in supporting go-to-market strategies with our asset manager partners.
Firms today recognize the importance of offering tax-managed separate accounts but often struggle with how to launch and manage an offer that aligns with their investment philosophy. By working closely with portfolio management teams, Quorus helps asset managers design a distinctive custom portfolio offering that integrates their investment signal with a disciplined, systematic tax management approach, all while abstracting the day-to-day operational complexities of running thousands of custom portfolios, and without increasing headcount or operational complexity.
TradingBlock
Online broker TradingBlock today announced the launch of full online cash-management capabilities for qualified IRA brokerage accounts. The enhanced platform now supports digital deposits and withdrawals, tax-withholding management, transfer automation and scheduling, and secure linking to external financial institutions.
With these new features, TradingBlock clients can conveniently manage and schedule all transactions to and from their IRA accounts without the need for error-prone, time-consuming paperwork. The platform streamlines the process of funding and distributing from Traditional, Roth and SEP (Simplified Employee Pension) IRAs while helping clients stay current with federal and state tax-withholding requirements.
TradeStation Securities
TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self-clearing online brokerage firm for trading stocks, options, futures, and futures options, announced its API integration with Level2, a visual strategy-automation platform provided by Bytemine Technologies Ltd.† The integration enables active traders and investors to automate sophisticated trading strategies without coding, making complex technical trading more accessible to active traders through a unique, visual automation builder.
The new integration reinforces TradeStation’s reputation for offering trusted brokerage services via creative third-party platforms. Level2’s Drag-and-Drop Strategy Builder turns trading ideas into automated strategies in minutes, supports backtesting against historical market data, and connects seamlessly with a TradeStation account for real-time execution. Designed to help traders manage rule-based strategies more systematically, the integration may appeal to active traders who want to automate their approach while managing other commitments.
viaNexus
viaNexus, the high-performance financial data platform, today announced the launch of the SavaNet-viaNexus U.S. Normalized Fundamentals dataset, developed in partnership with financial analytics firm SavaNet. The new dataset converts complex corporate filings into a deeply standardized financial framework designed for modern analytics, financial modeling, and AI-driven workflows.
Corporate financial statements remain essential for investment research and valuation, yet the underlying regulatory filings are often inconsistent, fragmented, and difficult to analyze at scale. The new dataset addresses this challenge by transforming XBRL filings into a standardized financial taxonomy that preserves reporting detail while enabling reliable comparison across companies.
The dataset is built on SavaNet’s Modeling and Analytics Information Classification System (MAICS™), a proprietary financial taxonomy developed over two decades by SavaNet founder Eric Linder, CFA, a former hedge fund portfolio manager and senior equity analyst at J.P. Morgan. The MAICS framework organizes more than 3,000 financial elements into a five-level hierarchy designed specifically for financial analysis.
Wealthbox
Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with the Wealth Management division of Wedbush Securities, a leading financial services firm providing wealth management, securities brokerage, clearing, and investment banking services to clients around the world.
This enterprise agreement makes Wealthbox available to users across the division’s nationwide advisor network. With this partnership, Wedbush Wealth Management will use Wealthbox’s modern CRM capabilities to streamline advisor workflows, strengthen client engagement, and support firmwide compliance initiatives.
Wedbush has built its reputation on delivering comprehensive financial services and continues to innovate across its business lines. Adding Wealthbox reinforces its advisor-first approach and deepens its technology offering.
