As we write this on a mid-July morning in 2026, it is clear to us that technology is redefining, not replacing, wealth management.
In the end, it might all come out to the same thing.
Welcome to another big, busy Advisor Tech Talk where we run down all the past week’s headlines, and the first true full week of the second half brought some fascinating news from the likes of Amplify, BetaNXT, RISR and Webull, among many others, and like us, we think you’ll recognize that artificial intelligence is the biggest theme among these announcements.
First, though, we’re going to look at some of the recent research in wealth management, wealthtech and adjacent industries, in which AI also makes a big splash. Making the biggest splash in our particular niche were a pair of studies: The 2026 J.D. Power U.S. Financial Advisor Satisfaction Study examined how advisors evaluate the firms that employ them, while a new Edward Jones/Morning Consult national survey explored how advisors believe AI is changing client relationships. Together, the studies point toward an industry entering its next stage of AI adoption—one where success depends less on deploying the latest technology and more on integrating it into a business model that strengthens human advice.
The JD Power study illustrates just how quickly AI has moved from experimental technology to operational necessity. Active AI usage among employee advisors climbed to 73%, up from 44% a year ago, while adoption among independent advisors more than doubled to 42% from 19%. More importantly, advisors who viewed their firm’s AI capabilities as effective reported dramatically higher satisfaction with their firms, greater loyalty and stronger confidence in their long-term earning potential.
The Edward Jones study, which we also mentioned in passing in our AI & Finance column last week, found that 82% of advisors already use AI, while 69% believe it has had a positive impact on the profession. Yet remarkably, the technology appears to be making advisory relationships more personal rather than less.
Nearly every advisor surveyed—97%—reported that client conversations have changed substantially during the past several years. Investors are no longer coming to meetings solely to discuss portfolio allocation or market performance. Instead, conversations increasingly encompass estate planning, wealth transfer, retirement transitions, tax strategy, family dynamics, financial anxiety and broader life decisions.
The Edward Jones and Morning Consult research suggests that advisors want AI to return time to them. The J.D. Power study suggests they will reward firms that deploy it effectively. The week’s product launches show vendors racing to automate the surrounding workflows. And the estate-planning, concentration-risk and business-owner stories demonstrate where the reclaimed time may be spent: on consequential, multidisciplinary decisions for which information alone is insufficient.
It occurs to us that, for the time being, wealth management is not moving toward a choice between technology and human advice. It is moving toward a model in which technology handles more of the gathering, organizing, monitoring and processing, while advisors assume greater responsibility for interpretation, coordination and trust.
If advisors won’t rise to fill their new role adequately, eventually, technology will come around to do it.
Let’s get to your headlines…
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Advisor360
Advisor360°™, the Autonomous Financial Platform™ built around the complete advisor workday, today announced the launch of Meeting Prep, an AI agent that delivers zero-click meeting preparation. Drawing from existing client data within the Advisor360° platform, Meeting Prep automatically generates a personalized agenda before every client meeting, surfacing changes, outstanding items, and what matters most for each client.
In live advisor testing, Meeting Prep reduced pre-meeting preparation time by 60%. Beyond time savings, it uncovers what manual preparation routinely overlooks: missing beneficiaries, unconsolidated outside assets, tax-loss harvesting opportunities, and progress toward financial plans. It also keeps advisors proactive across their entire book by surfacing which clients are overdue for a review.
Drawing from Advisor360°’s Unified Data Fabric®, Meeting Prep assembles the information advisors need across CRM activity, portfolio performance, financial plan goals, market data, open tasks, and household history. It produces an advisor-facing workspace with the full context of every client relationship and a client-facing review ready for use in the meeting itself.
Amplify
Amplify Platform (“Amplify”), the enterprise growth platform built on an AI-native data lake, today announced the launch of its Custody Command Layer, an integrated platform solution for independent RIA firms, enterprises, and platforms, integrated with Goldman Sachs Custody Solutions (“GSCS”). The Amplify and GSCS platforms are designed to enable large independent RIAs to further scale their practices and serve clients, while retaining their brand identity and independence. The integrated platform delivers the custody account opening operations and capabilities of GSCS, with client data flowing directly into Amplify’s AI-native data lake. Key highlights of the Custody Command Layer include:
Custody infrastructure, unified into a single operational core: A single click activates Amplify’s Custody Command Layer, where a custodian’s account operations, from opening to funding, trading, and maintenance, run natively inside the platform. This eliminates data fragmentation and combines custody, trading, investment management, service, and billing data into a single environment built for independent advisors.
Institutional-grade architecture: Amplify integrates with the existing GSCS API-driven foundation and award-winning onboarding capabilities, bringing the transparency, security, scalability, and resiliency of leading global institutions to independent advisors. Through this integration, advisors can compress onboarding times and swiftly open and fund accounts on Amplify, reducing operational lift and giving firms the capacity to scale.
Axos Financial
Axos Nevada Holding, LLC, a subsidiary of Axos Financial, Inc. (“Axos” or the “Company”) announced that it has entered into a definitive agreement to acquire Arc Technologies, Inc. (“Arc”), a financial technology platform serving technology and growth companies.
Founded in 2021, Arc provides integrated cash management, capital markets, and AI-powered financial software solutions through a unified platform designed to help businesses manage cash, access debt financing, and streamline financial operations.
Axos expects the transaction to enhance its ability to serve the millions of small businesses in the United States that are structurally underserved by traditional banks.
BetaNXT
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, today announced the launch of the MIC Issuer Portal, an AI-enabled digital experience and delivery layer within its end-to-end proxy solution that helps corporate issuers manage proxy engagement with greater speed, transparency, and control.
Designed for corporate secretaries, general counsel, investor relations teams, and other issuer stakeholders, the portal streamlines key workflows, documents, communications, reporting, and status updates into one secure environment. It reduces fragmented, email-driven coordination while using available data to surface AI-enabled insights, trends, and historical context.
Proxy engagements have historically relied on manual tracking, disconnected tools, and fragmented communication. As issuer expectations evolve, organizations require faster coordination, clearer status visibility, and easier access to actionable information.
CAIS
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, and CAIS, the leading alternative investment platform for financial advisors, today announced a strategic partnership that connects BetaNXT network firms to CAIS’ alternatives capabilities across the full trade lifecycle, improving access to alternatives and streamlining workflows within firms’ existing operating models.
Through the partnership, advisors gain more automated workflows across the full alternatives lifecycle, from subscription documents and capital calls through trade processing, confirmations, settlements, and position reporting. By combining CAIS’ alternatives platform capabilities with BetaNXT’s real-time data capabilities, the partnership reduces the operational burden that has historically made alternatives difficult to scale at the firm level.
The partnership deepens BetaNXT’s offering while expanding how CAIS provides access to alternatives across one of the wealth management industry’s leading networks. Together, the two companies are expanding the boundaries of what advisory firms can build with alternatives, at scale, across the market.
Cerity Partners
Cerity Partners, a leading independent wealth management firm, today announced the appointment of Will Peng as its first Chief Innovation Officer. The hire reflects the firm’s commitment to leveraging cutting-edge technology and artificial intelligence to enhance its workflows and client experience as Cerity Partners experiences rapid growth.
In his role as Chief Innovation Officer, Peng will focus on firmwide strategy to innovate Cerity Partners’ service model, connect cross-functional expertise across the business, apply AI to build scalable workflows and capabilities, and strengthen the “CP Way” experience of clients, advisors, and colleagues as the firm continues to grow.
Peng brings a distinguished background as an entrepreneur, executive, and product leader. Most recently, he served as Founder and CEO of Northstar, a fintech company focused on helping more people access high-quality financial advice. Northstar built an employee financial wellness and advisory platform, partnering with leading employers including Workday, Airbnb, and Affirm.
Desert Financial Credit Union
Desert Financial Credit Union has announced the expansion of its Digital Investing platform, introducing new features designed to make investing more accessible for members at every stage of their financial journey, including beginner investors looking to start small and build confidence over time.
Through Desert Financial Digital Investing, members can invest online with flexibility and control, including the ability to purchase fractional shares, allowing them to invest in portions of stocks and exchange-traded funds without needing to buy an entire share. The all-inclusive platform is built into Online Banking and the Desert Financial mobile app.
Fractional shares move with the market like a full share, helping members participate in the market in a self-directed brokerage account. This approach lowers the barrier to entry and makes it easier for members with limited available funds.
Envestnet
Envestnet, the Adaptive WealthTech leader, today announced an expanded relationship with Vanguard, one of the world’s leading investment management companies, to help transform tax-aware investing from a complex, manual process into a scalable client value proposition. The collaboration deepens how the firms jointly serve financial advisors, while expanding access to tax-efficient, personalized investment capabilities through a scalable model portfolio approach.
Vanguard’s Advisor’s Alpha® framework is now available within Envestnet’s Wealth Management Platform and paired with its tax-aware portfolio management technology to help advisors more clearly articulate and deliver more personalized after-tax outcomes for clients.
A key focus of Vanguard’s Advisor’s Alpha framework is the delivery and synergy of tax-efficient retirement strategies, including tax-loss harvesting. For more than 25 years, Vanguard research has helped identify and define key activities through which advisors can add value to client returns, including tax optimization. The research reinforces the critical role of tax-aware investing in long-term portfolio outcomes.
ExchangiFi
ExchangiFi today announced a strategic investment from Prosperity Venture Partners, the family office of investor and wealth management entrepreneur Tommy Mayes. As part of the investment, Mayes will join ExchangiFi’s board of directors.
In addition to select family office advisory and board roles, Mayes serves as a Family Office Chair for TIGER 21, the premier global peer network for ultra-high-net-worth entrepreneurs and wealth creators. He is the founder of Prosperity Venture Partners, his single-family office investment firm, with investments across registered investment advisors, wealth and asset management firms, franchise businesses, and real estate. As a general partner and board member at Blueprint Investment Partners, Mayes helped grow the asset manager and financial services platform from $75 million to more than $3.5 billion in assets. He also serves on the board of Investors Preferred, a private placement life insurance carrier ranked among the fastest-growing life insurers in the U.S.
ExchangiFi is the first independent platform for Section 351 ETF exchanges, connecting wealth advisors with ETF sponsors to seed funds without triggering immediate capital gains taxes. Under Section 351 of the Internal Revenue Code, investors can contribute securities to an ETF in exchange for shares while preserving their original cost basis. This allows advisors to transition clients out of tax-inefficient separately managed accounts (SMAs) and low-basis positions into liquid, transparent, and tax-efficient ETFs.
GDS Wealth Management
GDS Wealth Management (“GDS”), an SEC-registered investment adviser overseeing more than $2.3 billion in assets under management, announced today a significant expansion of its client experience, planning capabilities, and long-term infrastructure as the firm continues its growth across North Texas and beyond.
The firm’s latest investments include an enhanced digital experience, expanded planning resources, strengthened operational infrastructure, and continued investments in talent and technology, all designed to better serve individuals, families, business owners, and retirees with increasingly complex financial lives.
GDS provides comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, estate planning coordination, and long-term wealth stewardship. The firm says its continued growth is being guided by a commitment to high-touch service, disciplined planning, and long-term continuity for the families it serves.
GReminders
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, today announced the release of GReminders Forms, an AI-powered field extraction tool that automatically updates records in Redtail, Wealthbox, Salesforce and Salesforce Overlays directly from uploaded intake documents and meeting transcripts.
Collecting comprehensive prospect details during the initial booking phase often creates friction. GReminders Forms solves this by letting users securely drop completed client documents — PDF intake forms, financial questionnaires, account applications — directly into the GReminders interface. The embedded AI agent scans the document, compares new information against the existing CRM record, and highlights recommended updates side-by-side. Users retain full control by using simple checkboxes to approve exactly which standard or custom fields sync to their CRM.
The functionality also integrates with the GReminders AI Notetaker. When a client shares personal or financial details verbally during a consultation, the AI extracts those details from the meeting transcript — mapping verbal confirmations on topics like estate planning or asset balances directly into the client’s profile, removing the need for manual post-meeting notes.
Incedo
Incedo Inc., a leading global AI and data transformation firm, today announced the availability of Incedo DataXel on Google Cloud Marketplace. Incedo DataXel is an agentic AI-powered data modernization platform that helps enterprises replace legacy data warehouses and ETL environments with scalable, AI-ready data foundations—faster and with less risk.
As enterprises accelerate AI investments, complex legacy data environments remain one of the biggest barriers to realizing value. DataXel addresses this with a purpose-built architecture that automates source discovery, business rule extraction, code conversion, data validation, performance, and cost optimization—reducing manual effort while preserving business logic and data integrity.
Unlike traditional modernization approaches, which are dependent on manual conversion and validation, DataXel unifies discovery, conversion, validation, optimization, and governance in a single configurable platform. It supports migrations across Teradata, Informatica, Oracle, and other legacy environments—including Teradata to BigQuery, Informatica to PySpark, and legacy scripts to cloud-native pipelines.
Market Equities Limited
USA News Group Retail investors juggling brokerage apps, charting tools and filing databases have a new free option that consolidates the essentials into one place.
Market Equities Limited today announced the public launch of Quote Daddy, a free stock-tracking platform that pulls live watchlists, interactive charts, SEC filings, news and price alerts into a single dashboard across desktop and mobile. The company is positioning the product against a market-data landscape where much of the same functionality sits behind paywalls.
Quote Daddy covers both U.S. and Canadian markets — NYSE and Nasdaq in the United States, plus TSX, TSX Venture and CSE listings in Canada — and requires no credit card to start. The platform’s pitch is deliberately plain: no paywalls, no clutter, just the markets. One account syncs across a spacious terminal layout on desktop and a fast, tap-friendly app on mobile.
Maywood
Maywood, the first finance-compliant proactive AI built for investment banking, private equity, and the broader financial services industry, today announced it has collaborated with S&P Global Market Intelligence to integrate its data into Maywood’s proactive AI harness. The integration lets Maywood’s agents proactively track important companies, identify key signals, and help teams do more deals.
The integration enables Maverick, Maywood’s proactive AI agent, to monitor real-time private and public company financials, transactions, and corporate events as they happen. Financial teams can now stay ahead of the moments that move deals: a target approaching a financing need, a portfolio company nearing an exit, a sponsor’s hold period maturing, a leadership change that signals a new mandate. Rather than running a search after the fact, Maverick watches these signals continuously across a dealmaker’s universe, connects them to the relationships and live deals already in the CRM and deal book, and surfaces the right move, drafted and ready, the moment it matters.
Maverick is purpose-built for the senior professionals who drive revenue across investment banking, private equity, commercial banking, wealth management, auditing, and business development. It embeds compliant AI into the systems they already use and is built to FINRA and SEC requirements from day one, with human approval at every external boundary.
PlanMember
PlanMember is pleased to announce the acquisition of Retirement Motivation Technologies (Remotiv).
Remotiv delivers innovative technology that provides conflict-free financial wellness and employee engagement solutions for employers. Its platform combines education, planning tools and social engagement to drive participant action and measurable results.
While Remotiv will continue to operate as an independent entity, they will also add value to PlanMember programs, partners, and clients through the integration of their technology to PlanMember solutions, as well as the expertise of their talented team.
PNC
PNC today announced the launch of its new Mobile Banking app, a modernized platform that delivers a personalized, secure and high-performing digital experience to help retail clients seamlessly manage their financial lives.
PNC is introducing the new app through a phased rollout to ensure a seamless transition for clients. To-date, clients in several markets – including all recently converted FirstBank customers – have received access to the new platform, with all clients expected to be introduced to the modernized experience by the end of summer. The rollout follows the launch of PNC TotalRewards and the ongoing buildout of more than 300 new branches nationwide, reflecting PNC’s focus on building lifelong, holistic relationships that help clients manage their financial lives where, when and how they want.
The new PNC Mobile app introduces a streamlined interface with improved navigation, faster load times and a highly customizable design that adapts to each user. Clients can tailor the app by organizing and prioritizing accounts, adjusting their dashboard, and selecting display preferences such as light or dark mode, as well as language options. This flexibility enables clients to interact with their money on their own terms.
PureFacts
PureFacts Financial Solutions, a leading provider of Revenue Performance Management solutions for the wealth and asset management industry, today announced a strategic partnership with WealthTechs, a specialist provider of data aggregation and integration technology for financial services firms.
Through the partnership, PureFacts will license and embed WealthTechs’ data aggregation and connectivity technology into its next-generation data ingestion capability, strengthening PureFacts’ ability to connect, normalize, validate, and operationalize the complex data required to manage revenue across fee billing, advisor compensation, practice management, revenue intelligence, and future agentic AI capabilities.
The new capability helps firms reduce manual data handling, accelerate implementation timelines, improve data quality, and create a more scalable foundation for managing revenue with accuracy, transparency, and control.
Regions Bank
Regions Bank on Tuesday announced the launch of personalized insights, a new mobile banking feature that delivers tailored financial education, proactive notifications, and actionable insights based on real-time account activity.
Built into the Regions Mobile Banking app, customers can better understand spending habits, track subscriptions, and strengthen financial decision-making, all through intelligent, easy-to-understand notifications.
This advanced digital tool analyzes transaction data to deliver insights that can help customers make more informed financial decisions. Working with greater clarity to build financial confidence, customers can better spot opportunities to build savings, reduce expenses, or take other actions to reach short- and long-term goals.
RICS
Regulatory Intelligence Compliance Solutions Inc. (“RICS”) today announced the extension of the Early Access Program for Global Artificial Intelligence Auditor| RIA™ (“GAIA | RIA™”) — the investment adviser industry’s first and only patented, AI-driven platform built to plan, execute, and document the Rule 206(4)-7 Annual Review end to end.
GAIA | RIA is built on the underlying GAIA technology, protected under U.S. Patent No. 12,217,271. The underlying GAIA technology is licensable using Global Industry Classification Standard (GICS®) classifications, and RICS’ AI Advisory Services offer strategic AI roadmapping, governance and risk guidance, and change management.
Launched in January 2026 against a backdrop of more than 16,544 SEC-registered investment advisers managing $176.8 trillion in assets — up 22.3% year-over-year, according to industry data — the program has been extended in response to sustained adviser interest and to align with the annual review calendar, ensuring participants complete a full 206(4)-7 review cycle before general availability.
RISR
RISR, a leading business-owner engagement platform for financial advisors, today announced it has entered into a partnership with OnePoint BFG Wealth Partners (“OnePoint BFG”), a dynamic wealth advisory and financial planning firm managing more than $16 billion in assets. The agreement enables OnePoint BFG to leverage RISR across its centralized planning function and individual advisor teams focused on serving entrepreneurs and privately held business owners.
By providing advisors with specialized planning technology, OnePoint BFG aims to strengthen client relationships, uncover new planning opportunities and support continued organic growth across the firm. The partnership with RISR reflects OnePoint BFG’s continued investment in technology and planning resources that help advisors deliver deeper, more comprehensive guidance to business owner clients.
More than half of U.S. employer-businesses are owned by individuals age 55 or older, and 74 percent of those owners expect to sell or transfer their businesses as they approach retirement, creating a growing need for sophisticated business transition and succession planning. As entrepreneurs navigate increasingly complex financial decisions, advisors are seeking scalable ways to deliver specialized insights that extend beyond traditional investment management.
Rulebase
Rulebase, the AI workforce for fintechs and financial services, today announced Revenue Agents: agents trained to handle long-horizon tasks across onboarding, remediation, and activation end-to-end. Built on a new Customer Agent Runtime, the agents own each case as a durable, long-lived task and work it to completion, with human oversight built in. Rulebase’s revenue agents have driven a 120 percent lift in recovered accounts and cut time-to-activation in half across leading fintechs in the US, EU, and Africa.
The core bottleneck to growth in any regulated business is customer onboarding. A merchant clears most of the verification, stalls on one rejected document, and is never chased to completion. An approved account never takes a first payment. The revenue is right there, but the tools are built to resolve a single interaction and move on, not to follow a customer across the days or weeks it actually takes to convert. The case gets flagged, nobody gets to it, and the money never lands.
Rulebase’s Customer Agent Runtime owns that work end-to-end. One agent, trained on your policies, queues, and customer data, treats each case as a durable task and works it to completion: document collection, exception triage, reactivation outreach, service recovery, with built-in human oversight. It doesn’t close a ticket and move on. It follows the customer across days or weeks until the job is done.
Ruleguard
Ruleguard today announced the launch of its Continuous Assurance Platform, designed to help financial services firms transition from periodic compliance cycles to continuous, real-time regulatory oversight.
Regulatory expectations have been shifting for years. Firms are increasingly required to demonstrate not only that controls are in place, but that oversight is embedded within day-to-day operations. Most firms, however, continue to operate within legacy compliance models built around periodic review cycles, creating a structural gap between where regulators expect firms to be and how compliance functions actually operate.
Ruleguard’s Continuous Assurance Platform is designed to close that gap. By connecting regulatory obligations, controls, tracked operational activities, monitoring activities, and assurance evidence within a single environment, firms can maintain a continuously updated view of their compliance position rather than reconstructing it after the fact.
SMArtX Advisory Solutions
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of new investment strategies from 27 leading asset management firms to its Manager Marketplace. The firm’s Manager Marketplace now partners with 384 distinguished asset management firms offering 2,675 investment strategies.
New strategies include offerings from Bitwise, Sage Advisory, Columbia Threadneedle, Fidelity and Lord Abbett.
Stirlingshire Investments
Stirlingshire Investments today announced the launch of its Invitation-Only Operating Platform Preview, an exclusive series of private demonstrations introducing a select group of financial advisors to Stirling One, the Company’s AI-native Wealth Management Operating Platform, which it believes represents the next evolution of wealth management infrastructure.
Designed for advisors evaluating the future of their businesses, the Invitation-Only Operating Platform Preview is intentionally limited to a select number of invitees. Rather than hosting a traditional product launch or public webinar, Stirlingshire is creating an exclusive opportunity for financial advisors to experience the platform before its broader market release.
For decades, advisors have been forced to choose between two imperfect models. They can join an existing firm, giving up a significant portion of their revenue in exchange for technology, infrastructure, and back-office support. Or they can build their own independent practice, stitching together dozens of disconnected software platforms while building their own compliance, operations, marketing, and administrative infrastructure, often at tremendous cost.
TAPP Engine
TAPP Engine, a provider of embedded, white-label wealth technology solutions for credit unions and community banks, today announced it will offer Envestnet’s ActivePassive ETF model portfolios into its digital investing platform, delivering an enhanced goals-based investing experience designed to help financial institutions better serve their members’ evolving financial needs.
This combines TAPP Engine’s seamless, fully branded digital investing platform with Envestnet’s trusted portfolio construction and asset allocation capabilities, enabling credit unions and community banks to provide more customized investing experiences while allowing members to remain within the secure digital banking environment they already know and trust.
Today’s consumers increasingly expect digital investing capabilities to be as intuitive and accessible as online banking. By offering Envestnet’s portfolios into its platform, TAPP Engine helps financial institutions meet those expectations through customized digital experiences that encourage long-term engagement, support financial wellness, and reinforce the institution’s role as the member’s primary financial relationship.
Webull
Webull Corporation (NASDAQ: BULL) today announced the launch of Webull Institutional, a comprehensive platform designed to service brokers, hedge funds, advisors, proprietary traders, fintechs, banks, and other financial institutions. Through Webull Institutional, these financial institutions can build, launch, and scale investment products through a suite of brokerage infrastructure, APIs, AI capabilities, execution services, and embeddable solutions.
Built on the technology that supports over 27 million investors globally, Webull Institutional provides access to trading, clearing, custody, onboarding, and operational services through a modern, developer-friendly platform. Institutional clients can leverage fit-for-purpose account modules, including fully-disclosed, omnibus, and omnibus with anonymized sub-accounts. Beyond market access, partners can leverage Webull’s suite of AI-driven investor tools, community-powered investing, and retail expertise.
Webull Institutional supports access to a growing suite of investment products and services. Webull Institutional combines enterprise-grade brokerage infrastructure with clean APIs, flexible integration models, and AI-powered operational capabilities. The platform enables partners to leverage advanced trading technology, onboarding workflows, customer support tools, market intelligence, and operational automation through a unified technology stack.
WIZE
Banyan Software, an acquirer and long-term operator of growing software businesses, is excited to announce that it has completed a majority investment in WIZE, an all-in-one wealth & asset management software platform for wealth managers, asset managers, family offices, securities firms, pension funds, and private banks across Europe and beyond. WIZE’s top management equity stakes remain unchanged, partnering with Banyan to drive the company’s next phase of growth, building on WIZE’s unique position in the market and the same foundation of quality and customer care that built WIZE into the business it is today.
Founded in 2010 and headquartered in Geneva, WIZE was built to close a clear gap in the wealth management market, providing a single, integrated platform for external asset managers and private banks, spanning portfolio management, CRM & compliance workflows, and order management. Built from the ground up by founder, CEO, and CTO, Cédric Baiker, WIZE is today the recognized quality leader in the wealth management space, serving 120+ financial institutions across 27 countries with a team of 60 in Geneva, Zurich, and Singapore.
