Happy Memorial Day, wealthtech readers!
Welcome to our latest edition of Advisor Tech Talk, where we might say it was a bit of a slower week around the first U.S. summer holiday of the year, if it weren’t for a big slosh of news from Envestnet’s conference, a couple of people moves and a couple of huge funding raises.
Farther chose a relatively calm week to announce a whopping $150 million Series D and declare itself a “unicorn,” which on most busy weeks of the year would far and away the most interesting wealthtech headline.
Still, there’s plenty to get to, as there were a number of interesting news items poking through Envestnet’s attempt to flood the zone with content.
Before we get to all that, however, we’d like to talk about a reported dumped on us by Deloitte regarding agentic AI in wealth management, suggesting that the technology might significantly improve productivity across the wealth management industry by automating administrative, operational, and planning-related tasks that currently consume large portions of advisor and support staff time. For certain technologically driven, elite or “AI-native” firms, Deloitte implies AI-driven automation may boost adviser capacity by 30% to 100%, expand industry-wide capacity by between $10 trillion and $35 trillion and unlock up to $350 billion in annual revenue, enabling wealth management to serve more clients with personalized advice—potentially with fewer advisors.
Fo advisors, the implications are substantial. Deloitte predicts agentic AI systems will increasingly handle activities such as account onboarding, meeting preparation, compliance documentation, portfolio monitoring, tax coordination, insurance analysis, and client follow-up workflows. Rather than replacing advisors, the report suggests these systems will augment human advisors by reducing manual workloads and enabling firms to deliver more personalized advice at scale. Advisors may be able to serve more households while spending more time on relationship management, behavioral coaching, and complex financial planning discussions.
The report emphasizes that successful adoption will require strong governance, high-quality data infrastructure, and carefully orchestrated workflows connecting multiple AI agents and enterprise systems. Deloitte recommends firms begin with lower-risk internal workflows before expanding into more autonomous client-facing applications. Ultimately, the firm predicts agentic AI will become core operating infrastructure for leading wealth management organizations rather than a standalone productivity tool.
In other news, we now have technology that allows people to roll their 401(k) over into a cryptocurrency account.
What could possibly go wrong?
Let’s get to your headlines.
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Amplify Technology
Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced the appointment of Adam Scully-Power as Managing Director, Enterprise Strategy. Scully-Power joins Amplify to lead the firm’s enterprise sales organization, bringing a rare combination of investment management knowledge, wealth technology expertise, and enterprise strategy experience to one of the industry’s fastest-growing platforms.
Prior to joining Amplify, Scully-Power spent 23 years at Columbia Threadneedle Investments, advancing to Senior Investment Director and becoming an early architect of goals-based investing and multi-asset model portfolios. He then served as Senior Investment Strategist at Brighthouse Financial, shaping integrated insurance solutions into portfolio design on a $140 billion platform. Most recently, he served as Managing Director at Nebo Wealth, a GMO company, leading an award-winning goals-based wealth technology platform focused on connecting financial plans to optimized portfolios.
Scully-Power’s career arc positions him to speak directly to the principals of the large RIA firms and wealth management enterprises that Amplify serves. He holds CIMA® and CPWA® designations and has spent his career working directly with firm leadership on the practical questions that determine how a wealth management enterprise grows and evolves.
Asset-Map
Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, today announced its new integration with Contio, the company on a mission to turn every meeting into momentum. Together, Asset-Map and Contio give advisors a complete meeting experience: Asset-Map serves as the user interface for facilitating financial decisions in real time, while Contio ensures every commitment, action item, and insight is captured and accountable after the meeting ends.
With this integration, advisors can launch Contio directly within Asset-Map to capture meeting notes and action items, then revisit prior conversation summaries with one click from the household’s meeting catalog. The result: advisors can pour their full attention into the conversation itself, confident they are using best-in-class tools at every stage of the client interaction.
Both companies share a conviction that the most powerful thing AI-forward technology can do is strengthen the human connection between advisor and client. As Nitrogen’s 2025 Firm Growth Study showed, 78 percent of investors considered advisors’ usage of modern and user-friendly tech to manage and present information to them as either very or extremely important to them.
CAIS
CAIS, the leading alternative investment platform for independent financial advisors, today announced a new integration with Anthropic’s Claude that brings alternative investment intelligence directly into the tools advisors already use. By launching as a Model Context Protocol (MCP) server, CAIS enables advisors to query fund data, analyze performance, and surface portfolio insights — all without leaving their primary workspace. The result is faster, more efficient investment decisions, and a more holistic view of client portfolios, with no disruption to existing workflows.
Building on the launch of CAISey, an AI solution to streamline platform information about alternative investments and capital markets, this integration represents a meaningful transformation in how advisors engage with asset classes and strategies. Now available to a select group of advisors within the CAIS network, it enables Claude to serve as an intelligent interface to the platform from within advisors’ primary workspace, powered by CAIS as an MCP server. Beyond the MCP server, CAIS is developing multiple interface layers in support of its “Alts Engine” strategy, an integrated infrastructure built to automate and streamline alts workflows across partner platforms. This approach reduces the need for manual reconciliation across disconnected systems and gives advisors a unified, AI-powered view of their allocations.
In practice, this means advisors can instantly surface key information, evaluate manager performance, and portfolio insights for their clients all without leaving their workflow. CAIS sees this as another step toward aggregating data across an entire portfolio and converging how public and private investments are managed as part of a total portfolio strategy.
Crypto.com
Crypto.com, the global digital asset and financial services platform, and Capitalize, the industry’s leading platform for digital retirement account transfers, today announced a new partnership to help Crypto.com users consolidate legacy employer-sponsored retirement accounts such as 401(k)s.
Through the partnership, Crypto.com has integrated Capitalize’s Embedded Rollover API, enabling its customers to seamlessly transfer legacy 401(k) accounts into Individual Retirement Accounts (IRAs) directly within the Crypto.com platform. This integration allows users to consolidate, track, and grow their retirement savings alongside their broader investment portfolios in one place.
Investors are increasingly seeking both simplicity in how they invest and how they manage financial processes. This new partnership combines Crypto.com’s focus on making digital finance more accessible with Capitalize’s modern, API-driven approach to the historically antiquated rollover process.
Envestnet
Envestnet is advancing the next phase of its industry-leading Adaptive WealthTech with new enhancements to its Wealth Management Platform, as part of its second technology release of 2026 (R2 2026). The enhancements are marked by AI-powered data automation, and deeper platform integration with MoneyGuide, to unify planning and streamline financial advisor workflows.
Second Quarter Enhancements for Envestnet’s Wealth Management Platform (WMP) include: Import Account Data Directly into Proposals by Uploading PDF Statements: Harnessing the power of AI, advisors can use this new feature to eliminate the need for manual data entry or Excel templates. The platform automatically identifies accounts and holdings from the uploaded file, prompts for review as needed, and integrates data into the proposal workflow – saving time, and improving accuracy, especially for clients with accounts across multiple custodians.
They also include AI Explainability and Insight Exploration: Envestnet’s new AI explainability capabilities introduce an intelligent narrative layer across dashboards and widgets. This helps advisors quickly understand key performance drivers, risks, opportunities, and benchmark context without manually assembling reports or analysis. The experience is designed to transform how advisors engage with practice and client data – surfacing contextual intelligence, suggested insights, and actionable next steps directly within workflow.
Envestnet
Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements to Envestnet | MoneyGuide at its Elevate 2026 conference, aimed at helping financial advisors streamline workflows, address complex planning scenarios, and deliver more informed client conversations.
The latest updates are part of Envestnet’s second technology release of 2026 (R2 2026), and introduce artificial intelligence capabilities, modernized planning tools, and new strategies designed to better reflect real-world financial planning needs. These enhancements complement the recent introduction of MoneyGuide’s Dash solution, designed to address advisor time constraints and consumer hesitation to get started with financial planning. Dash reduces upfront data entry while preserving meaningful personalization, helping advisors engage prospects earlier and scale planning across a broader segment of their client base.
MoneyGuide’s Plan Notes feature has been used on more than 21,000 plans to capture insights and updates for each client. With the new AI Summarize feature, advisors can automatically condense all notes tied to a plan into a single summary. This update is designed to streamline meeting preparation and support continuity across client conversations, helping advisors quickly focus on what matters most heading into each meeting.
Envestnet
Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements and milestones across its Wealth Solutions business, reinforcing its commitment to helping advisors deliver more personalized, scalable investment strategies. Showcased on the mainstage and throughout sessions at its annual Elevate 2026 conference, the enhancements improve scalability for managing alternative investments and fixed income allocations, helping advisors operate more efficiently while meeting increasingly sophisticated client needs.
Since introducing Unified Managed Account (UMA)-eligible interval funds in March, Envestnet has expanded its lineup to nearly 30 strategies spanning private credit and infrastructure. 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. The roster is expected to continue growing throughout the year, increasing advisor access to diversified private market exposures within a unified framework. Envestnet also has plans to introduce the first tranche of PMC-approved qualitative funds later this year, further strengthening its curated offering of alternative investments made available through its Wealth Management Platform.
Envestnet’s second technology release of 2026 (R2 2026) also introduced greater model-level flexibility, interoperability with bond sleeves and external sleeves, and expanded Service Request coverage, each of which upgrades the scalability of its Advisor Traded Sleeve technology for alternative investments and fixed income securities.
Envestnet
Envestnet, the leading Adaptive WealthTech company, today announced the latest product enhancements on its Tamarac platform, delivering new capabilities designed to help financial advisors manage liquidity with greater precision, strengthen security controls, and provide a more seamless, engaging client experience. The Tamarac technology updates are being featured during live demos at Envestnet’s signature client event, Elevate 2026.
Users can set a security reserve goal amount and thresholds, just as they would a cash reserve. The difference with this feature is that it allows Tamarac Trading to intelligently sell from the security reserve to the extent of the lower threshold to fund sweep cash before selling from the rest of the portfolio. Any amount above the reserve goal continues to behave like a normal holding and remains available for trading, modeling, and funding directed trades. Security reserves can now be used at any time.
Report Studio now gives users more control over who can see shared content. When users make a report, section, or module public, they can choose exactly who can access it. If they have the appropriate permissions, they can see a new Manage access link when they select Mark as publicly accessible. This feature lets users share access with certain Resource Sets, user groups, or individual people. Resource sets can be created in Report Studio, while users or user groups are managed outside of it. Users can change access while editing a report, section, or module, or from the main Report Studio page.
Envestnet
Envestnet, the leading Adaptive WealthTech company, today announced new enhancements to its Wealth Data Platform, introducing its vision for an AI-native advisor experience that helps financial advisors and enterprises move from siloed analytics to intelligent decisioning and action.
Debuted live at Envestnet Elevate 2026, the company’s second technology release of the year (R2 2026) introduces new AI explainability capabilities, conversational insight exploration, streamlined advisor workflows, and expanded performance intelligence designed to help advisors identify opportunities, interpret complex data, and act with greater speed and confidence.
Envestnet’s new AI explainability capabilities introduce an intelligent narrative layer across dashboards and widgets, helping advisors quickly understand key performance drivers, risks, opportunities, and benchmark context without manually assembling reports or analysis.
Envestnet
Envestnet, the leading Adaptive WealthTech company, has partnered with Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, to further strengthen advisor support through its wealth technology infrastructure.
Through the expanded relationship, Osaic advisors can benefit from a more consistent and integrated technology experience – enabling them to manage client assets more efficiently from a single platform while increasing their platform assets. As of March 31, 2026, Envestnet supports more than 733,000 Osaic advisor accounts.
The partnership reflects a broader industry trend toward advisory solutions and platform-based asset management, including the increased adoption of unified managed accounts (UMAs), separately managed accounts (SMAs), and fund strategist provider (FSP) sleeves. These solutions, delivered through Osaic’s Wealth Management Platform (WMP), powered by Envestnet, allow Osaic advisors to streamline portfolio management and deliver more holistic client outcomes.
Envestnet
Envestnet, the leading Adaptive WealthTech company, announces its continued partnership with Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm. Over the past year, Envestnet has worked with Baird to completely standardize all workflows for its annuities business through the Envestnet Insurance Exchange, powered by FIDx.
Baird has undertaken a significant transformation of its wealth platform, building a modern, integrated experience for advisors and clients while leveraging Envestnet’s flexible, open architecture to power critical capabilities across its ecosystem. Through deep integration with Envestnet’s platform, Baird has unified portfolio management, financial planning, reporting, and annuity solutions into a single, cohesive experience.
As part of this multi-year collaboration, Baird became the first broker-dealer to standardize annuity workflows firmwide on the Envestnet Insurance Exchange, mandating its use for all annuity business for the firm’s nearly 1,400 financial advisors. The decision creates a single, automated standard for how annuities are purchased, serviced, and reported across Baird’s wealth platform through the Envestnet Insurance Exchange.
Farther
Farther, Intelligent Wealth Management, natively built to unlock greater client wealth, today announced it has raised $150 million in Series D funding led by General Atlantic, a leading global investor, with participation from existing investors.
Founded in 2019, Farther’s Intelligent Wealth Platform is designed to overcome the limitations of legacy wealth management, delivering advisors an all-in-one ecosystem that helps them optimize client outcomes through dynamic asset location, enhanced execution, high-quality data, risk management, personalized insights, and AI-driven tools. The platform also provides access to private markets and other differentiated investment opportunities. Farther serves a broad client base – from high-earning individuals and ultra-high-net-worth families supported by Farther Family Office, to small businesses and institutions – delivering a modern solution that scales with evolving technology, markets, and client demands.
With this Series D funding, Farther anticipates continued expansion of its platform capabilities and further innovation to better support advisors and clients, leveraging General Atlantic’s global wealth management investing experience and track record of scaling high-growth financial services platforms.
FIS
FIS® (NYSE: FIS), a global leader in financial technology, and InvestCloud, a global leader in wealth technology, today announced the launch of FIS digital wealth solutions, designed to give advisors and their clients a streamlined experience and a more complete financial picture across trust, advisory, and externally held accounts.
As financial institutions work with fragmented systems and disparate data sources, their wealth clients increasingly expect an intuitive, always-on digital experience. FIS digital wealth solutions are designed to help firms deliver interactions that are personalized, secure, and actionable. For wealth firms, that means advisors are working from a connected dashboard. For advisors, that means a system that reasons across client data, portfolio positions, compliance requirements, and transaction history – surfacing what matters, when it matters.
The new solution leverages InvestCloud’s Advisor Workspace and Client Experience capabilities, which today support trillions in wealth assets worldwide, and is integrated with FIS’s core processing platforms to provide a single connected environment spanning advisor tools, client-facing experiences, and AI capabilities-without requiring institutions to replace their existing infrastructure. InvestCloud’s unified data model brings together client data, interactions, and portfolio activity to power agentic AI capabilities that help advisors surface timely insights and actions. The new solution is designed to help firms modernize the front office while continuing to rely on the FIS platforms that power their operations.
FNZ
FNZ, the leading global wealth management platform, today announced the appointment of David Moss as its Group Chief Product Officer. In this role, Moss will be responsible for setting FNZ’s global product vision and accelerating the delivery of innovative, modular solutions that support clients across the wealth management ecosystem.
Based in New York City, Moss will play an important role in supporting FNZ’s continued growth in the U.S. and Canada, key strategic markets where the firm is seeing increasing demand for its AI-enabled, end-to-end wealth management platform. His leadership will also contribute to the firm’s broader global expansion.
Moss brings more than 20 years of financial services experience spanning wealth services, asset management, securities services and capital markets. He joins most recently from BNY, where he held senior leadership roles across corporate strategy, client management and wealth. He has also held global leadership roles at Citi and McKinsey & Co.
IPO CLUB
IPO CLUB, the pre-IPO co-investment platform specializing in short-duration venture funds across six strategic sectors, today launched the IPO CLUB Advisor Desk, a gated workspace built for registered investment advisors and wealth managers who want to size pre-IPO exposure for their clients.
The Advisor Desk consolidates into one verified members area every artifact an advisor needs to evaluate, allocate, and report on private-market managed funds. Inside, advisors find a live pre-IPO deal pipeline with sectors, minimums and allocation windows; valuations reports covering more than 120 companies, refreshed quarterly; a compliance-cleared due diligence pack with full subscription documentation; the manager’s GP profile and Fund I track record; a client-ready one-pager; and a Q&A knowledge base covering accreditation, IRA mechanics and fees.
MyVest
MyVest, a leading provider of enterprise wealth management technology, today announced the addition of Separately Managed Models (SMM) to its Strategic Portfolio System™ (SPS), introducing a new innovation for wealth management firms seeking to incorporate various portfolio management rules for different sleeves within a unified, centrally managed portfolio.
SMM provides a clear way for firms to separate management responsibilities within a single account. Advisors or internal investment teams can manage a specific sleeve, such as a core equity model, while the rest of the portfolio remains under centralized management. This separation makes it easier for each party to focus solely on their assigned portion of the client portfolio while minimizing conflicting actions.
The new capability also enables firms to treat each model as its own individual security inside an account. This allows MyVest’s SPS to evaluate SMM sleeves alongside other securities when raising or deploying cash, and ensures the entire portfolio remains aligned with household-level allocation targets. Each SMM can also be governed by its own rebalancing rules, including different risk and rebalancing methods (e.g., tax-aware tracking-error methodology) and custom materiality thresholds, while SPS continuously evaluates models, pooled products and individual securities to identify opportunities for further optimization.
Orion
Orion and Flourish today announced an expanded integration that helps advisors bring client cash more fully into the wealth management experience. The enhanced integration allows advisors to initiate Flourish Cash invitations from within Orion, pre-fill client information to streamline account opening, and incorporate eligible cash account data into Orion’s reporting and planning workflows for a more complete view of client finances.
The expanded integration builds on Orion’s connected wealthtech ecosystem by helping advisors address a meaningful portion of client assets that has often remained outside the advisory workflow. Once a client opens a Flourish Cash account, account data can flow into Orion and Orion Planning, giving advisors greater visibility into client cash alongside other held and held-away assets. With that broader view, advisors can support more informed planning, reporting, and portfolio decisions.
The integration is designed to improve efficiency for advisors and create a more seamless client experience. From within Orion tools, including Portfolio View and Portfolio Audit, advisors can learn about Flourish, connect with the Flourish team, and initiate invitations for eligible clients. The enhanced workflow is intended to simplify how advisors introduce Flourish Cash and support clients’ cash management needs within the Orion experience.
SRS Acquiom
SRS Acquiom, which provides a comprehensive platform to help manage merger and acquisition transactions and bilateral and syndicated loan facilities, today announced that it has appointed two new independent directors, Sallie Krawcheck and Philip Vasan, to the company’s Board of Directors. Ms. Krawcheck and Mr. Vasan are deeply tenured financial services professionals who bring decades of leadership experience across public and private markets and complex transaction environments.
Ms. Krawcheck is a prominent financial executive and entrepreneur. She is the co‑founder and former CEO of Ellevest, a digital‑first investment platform for women. Previously, she held senior leadership roles across global financial institutions, including serving as CEO of Merrill Lynch Wealth Management, Smith Barney, U.S. Trust, the Citi Private Bank, and Sanford C. Bernstein. She also served as Chief Financial Officer of Citigroup. Earlier in her career, Ms. Krawcheck was a top‑ranked equities research analyst covering the securities industry and is widely recognized for her leadership in financial services and advocacy for greater inclusion in investing.
Mr. Vasan was a Managing Director at BlackRock, where he served in senior roles across the firm including as Head of BlackRock Hedge Funds, Global Co‑Head of Fundamental Equities, Global Head of Lending, Liquidity and Financing and Head of Investments and Portfolio Solutions for U.S. Wealth Advisory. Prior to joining BlackRock, Mr. Vasan held global leadership positions at Credit Suisse, including CEO of Private Banking in the Americas, Head of Equity Derivatives, Head of Prime Services, and Head of Global Foreign Exchange. He also served as a visiting lecturer in Finance at the MIT Sloan School of Management and Adjunct Professor of Finance at the NYU Stern School of Business.
Summit Global Investments
Summit Global Investments (SGI), an independently owned SEC-registered investment advisor, today announced the appointment of Michael Barnett as Managing Director. In this newly created executive role, Michael will lead SGI’s advisor and client success and technology strategy initiatives, reporting directly to Founder and CEO David Harden.
Michael brings deep experience in financial services and technology to SGI. He spent two decades at Fidelity Investments, where he led client-facing teams across the retail and high-net-worth segments, including Investor Centers, Portfolio Advisory Services, and Personal Trust & Estate Planning Services. He subsequently served in a senior leadership role at Voya Financial, building and growing its independent and retail advisory organization. Most recently, Michael led technology and cybersecurity businesses, where he learned that the right technology makes great advisors even better and great client experiences even more meaningful.
In his new role, Michael will be responsible for expanding the programs, relationships, and infrastructure that enable SGI’s advisors to focus entirely on their clients and for ensuring every client interaction reflects the firm’s commitment to integrity, trust, and excellence. He will also lead SGI’s technology strategy, including the firm’s ongoing best-in-class platform development and the continued evolution of its advisor and client-facing digital experience.
Tradestation
TradeStation Group, Inc. (“TradeStation Group”), parent company of TradeStation Securities, Inc., the brokerage firm built for active equity and derivatives traders, today announced the launch of Insights AI, a proprietary AI–powered tool designed to enhance market analysis for active traders. By synthesizing financial news with market price data, Insights AI delivers intelligence on the most actively traded stocks,* giving traders faster access to the context behind market movements. With this launch, TradeStation Group companies reaffirm their commitment to equipping active traders with technology designed to enhance efficiency and decision-making in an increasingly complex market landscape.
Insights AI reduces the manual effort required to stay up to date with market trends by generating summaries on the market’s most actively traded companies. It combines market price data with media reports, based on data from financials, analyst ratings, historical milestones, and other public information. It is presented beside charts provided by TradingView† to help traders gain a deeper understanding of the driving forces behind stock movements faster and without the effort of having to comb through multiple data sources individually.
VastAdvisor
VastAdvisor, the AI-powered organic growth engine built for wealth management advisors, today announced its native integrations with three leading CRMs – Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot. These connectors remove the data friction that has forced advisory teams to work across disconnected systems, and thanks to these integrations deliver VastAdvisor’s growth intelligence directly inside the CRM environments firms already operate in.
CRM fragmentation is one of the most persistent operational drains in wealth management. Advisor teams maintain client records in their CRM, prospect pipelines in a separate tool, and engagement history scattered across email and point solutions — with no single source of truth. The result is hours of manual reconciliation each week, duplicated outreach, and strategic decisions made on incomplete data. VastAdvisor was built to change that equation, and these partnerships add the integration layer.
All three integrations are managed through VastAdvisor’s unified connector framework, meaning firm administrators configure and authorize once and the data stays in sync automatically from that point forward.
Wealth.com
Wealth.com, the industry’s leading estate and tax planning platform, today announced a strategic partnership with AcquireUp, a technology-first seminar marketing company for financial professionals. The partnership is designed to help financial advisory firms grow through estate planning-led seminars that drive stronger engagement, higher conversion and more durable client relationships. As part of the engagement, advisors who leverage AcquireUp’s Estate Planning seminar campaign package will receive access to Wealth.com, enabling immediate implementation. Together, Wealth.com and AcquireUp will provide advisors with dedicated seminar content, presentation materials, marketing enablement and acquisition strategy, offering a more integrated approach to turning seminar events into client relationships.
Seminars remain one of the most effective ways for advisors to build trust with qualified prospects and achieve reliable organic growth at scale. This is supported by AcquireUp’s 2026 Industry Index, which finds educational and meal-based seminars account for 25% of benchmark production. Estate planning has emerged as a leading entry point for these conversations, offering a subject that is both broadly relevant and personally meaningful across the net worth spectrum.
As $124 trillion is expected to transfer between generations in the coming decades, advisors are also placing greater emphasis on engaging the next generation of clients earlier. Estate planning provides a natural way to initiate those relationships, creating continuity across generations and expanding the scope of the advisor-client relationship over time. This partnership reflects that shift, aligning client acquisition with planning and delivery in a single, coordinated approach.
YourStake
YourStake, the leading technology platform for values-based financial advisors, today announced the acquisition of First Affirmative, the pioneering RIA of the values-based advisor community. The firm is relaunching under the new DBA (Doing Business As) name, Formative.
Formative serves advisors through a combination of deep asset management capabilities, community infrastructure, and operational support. By adding YourStake’s technology, Formative is enhancing its existing investment offerings and building out a tech-powered team to support advisors across financial planning, operations, marketing, tax, estate, and private impact investing.
YourStake was founded in 2019 to help financial advisors implement values-aligned investing at scale, beginning with impact analytics and personalized portfolio construction, then expanding into a broader AI-driven platform in response to evolving advisor needs.
