AI for me, but not for thee.
That’s the message we’re receiving right now in financial services.
Welcome to another week where wealthtech was really ticking along—while no announcements stand out as particularly earth-shattering, there was a lot happening, and we have all of it that we could find for you below.
First, though, let’s talk (again) about artificial intelligence.
Last week, you may recall, we wrote a little bit about the repetitive research indicating that some fraction of Americans interesting in wealth management are consulting AI, but that the general preference among the public is for advice from a professional human advisor. Reporting on recent surveys and polls finding that result continue to circulate through the media.
What we have this week is more evidence that a certain subset of people are really embracing AI for financial advice and support—and what’s more, we have concrete evidence that they are enjoying great success in doing so: financial services professionals.
It turns out that anecdotal evidence of AI’s value and capability abounds, even in wealth management and finance.
Just this week, consider a survey from the financial AI software space (go ahead and shoot the messenger), that appears to show financial firms actively deploying AI reporting significantly greater growth in profitability and advisory revenue. AI deployers in the survey report that the technology is helping to expand their capacity and is a factor in winning and retaining clients. Fieldguide surveyed 400 financial professionals in the advisory and auditing space. A little more than half of the sample were what the company deemed to be “active” deployers, who were already embedding AI into their workflows
We also have a note from Savvy Wealth. The AI-centric RIA (AIRIA? Does someone already have that trademarked? We love palindromes! (it is)) says that it has been named the fastest-growing financial services firm in the U.S. by Inc. Magazine, boasting a more-than 13,000% three-year revenue growth, which was enough to land it at No. 11 in the Inc 5000 list of fastest-growing companies, growth Savvy Wealth credits in part to its technology.
And just look at all the AI-related announcements in our list below. Really, look at them.
Is that not enough? Then we have news from the likes of Morgan Stanley, which announced a $1.5 trillion U.S. Innovation Infrastructure Initiative to “finance and enable America’s next era of growth,” which sounds a lot like a heap of cash for AI and AI infrastructure; and Bank of America, which announced a $250 billion Critical Infrastructure Finance Initiative clearly targeting the digital, energy and other infrastructure necessary to continue to build out artificial intelligence.
Not only is the financial services industry awash in AI, it’s all in on investing in the future of AI.
And what about the piece of MIT Sloan research last month that almost slid under the radar of the financial media, which found that large language models can provide surprisingly sound financial advice, particularly when users give AI systems detailed information and ask well-structured questions.
The study, “AI Financial Advice: Supply, Demand, and Life Cycle Implications,” by Taha Choukhmane, Weidong Lin and Matthew Akuzawa of MIT Sloan and Tim de Silva of Stanford Graduate School of Business, found that LLMs generally encouraged behaviors consistent with conventional financial-planning principles: saving during working years, drawing down assets in retirement, investing in diversified stock funds and gradually reducing equity exposure with age. Following AI recommendations produced substantial savings buffers for most people over age 30, although the models were weaker at responding to financial shocks such as unemployment and often failed to recommend sufficient portfolio rebalancing.
The research also found that the quality of AI advice depends significantly on the quality of information and instructions users provide. When researchers substituted detailed “academic prompts” incorporating factors such as age, employment, income, savings, life expectancy, retirement age, economic assumptions and tax and Social Security rules, the resulting advice improved.
Advisors have an opportunity to become the architects of their clients’ interactions with AI, creating standardized prompts that incorporate complete household circumstances, goals, risk capacity, taxes, portfolio holdings and life-cycle considerations rather than leaving clients to formulate questions on their own. AI could then provide an always-available complement between advisor meetings—helping clients understand concepts, revisit recommendations and carry out elements of an established financial plan—while the advisor remains responsible for areas in which the research finds LLMs weaker, including changing circumstances, financial shocks, rebalancing and nuanced trade-offs.
Yet we still see the financial industry sponsoring research and penning editorials that would seem to warn the investment public—and, at times, even advisors—away from artificial intelligence, and trying to downplay the financial benefits of the technology.
At some point, the public is going to get wise.
Let’s get to your headlines…
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Alpaca
Alpaca, a global leader in agent-first brokerage infrastructure, today announced a partnership with Gate, a global cryptocurrency and integrated financial services platform serving more than 58 million users, to support Gate’s launch of U.S. stocks and ETFs, IPO allocations, and tokenized stocks.
Gate users can now access more than 10,000 U.S.-listed stocks and ETFs through Gate Stocks and request IPO allocations for eligible U.S. IPOs. Alpaca’s brokerage infrastructure supports the core brokerage functionality for these products, helping Gate expand beyond digital assets and provide a more unified, multi-asset investing experience.
Gate’s broader rollout also includes the launch of gStocks, its tokenized U.S. stock offering. Alpaca’s brokerage infrastructure supports the custody and settlement of the underlying shares associated with gStocks.
Alto
Alto, a leading marketplace and custodian connecting retirement capital with private markets opportunities, today announced the launch of advisor access to Alto Private Deal Room, a digital platform that enables registered investment advisors (“RIAs”) to seamlessly execute self- and client-sourced private markets deals from onboarding to close, all through a single workflow with built-in operational and custodial support.
More than $18.2 trillion sits in IRAs, a pool of retirement capital that eclipses the $13.8 trillion in 401(k)s yet remains largely out of reach of private markets. However, as the global assets under management (“AUM”) for alternative assets steadily approaches $32 trillion, client demand for the asset class is surging, with roughly 74% of RIAs indicating that they’re interested in increasing client allocations to private markets. But many RIAs struggle to act on it: PitchBook reports that for the nearly 19,000 RIAs in the U.S., the operational and administrative complexity of executing private market investments is a major obstacle. The challenge is most acute for independently sourced deals, which force advisors to coordinate diligence, documentation, compliance and custody across multiple disconnected providers, leaving many otherwise compelling investment opportunities impractical or impossible to execute.
Alto Private Deal Room was purpose-built to eliminate this friction and unlock a powerful new engine for advisor growth. Whether a client brings a private investment opportunity to an advisor or an advisor wants to raise capital across client IRAs, effectively acting as a general partner, Private Deal Room provides a dedicated workflow designed around how RIAs actually operate. Custody, compliance and execution are managed end-to-end through a single, integrated platform.
Amplify Technology
Amplify Technology (“Amplify”), the enterprise growth platform built on an AI-native data lake, today announced a partnership with Ned Davis Research (“NDR”), a leading independent investment research firm, to deliver NDR’s trusted institutional research as turnkey managed portfolios through the Amplify platform. The collaboration enables financial advisors to implement NDR’s investment models across every client account on any custodial platform, eliminating the day-to-day operational demands of portfolio management.
NDR’s investment models are built on decades of objective, data-driven market research designed to help advisors navigate changing market conditions through intentional portfolio construction and risk management. By delivering their models to Amplify’s network of advisors, NDR eliminates the need to build and maintain models internally. Advisors continue to lead their client relationships and investment strategy, while Amplify manages trading, rebalancing, and performance reporting across their clientele.
Apex Fintech Solutions
Apex Fintech Solutions Inc. (“Apex”), the infrastructure powering modern investing, today announced a new API technology that allows firms to run Kalshi-powered prediction markets from their own platforms. Clients can now access market flow from Kalshi, the world’s largest prediction market exchange, through Apex’s plug-and-play platform. The turnkey solution enables firms to offer event contract trading without building their own Futures Commission Merchant (FCM) infrastructure or direct exchange connectivity.
Through the collaboration, firms can now offer prediction market trading on real-world outcomes, including economic indicators, financial markets, weather, sports, and cultural events, without building their own Futures Commission Merchant (FCM) infrastructure or direct exchange connectivity. Apex handles clearing, custody, money movement, statements, and account management, while Kalshi provides the regulated marketplace and diverse event contract offerings. tastytrade is the first firm live on the platform.
Cognicor
CogniCor, the award-winning intelligence and orchestration platform for RIA firms and other wealth management enterprises, today announced the addition of Shannon Eusey, Chairman and Co-Founder of Beacon Pointe Advisors (“Beacon Pointe”), to its Advisory Board. With a unique focus on unifying disparate data into a seamless intelligence layer that drives high-quality insight and orchestrated action, CogniCor is transforming its Advisory Board with the addition of industry leaders like Eusey to help accelerate the company’s next phase of strategic growth.
An RIA channel leader and wealth management industry trailblazer, Eusey spearheaded the launch and growth of Beacon Pointe Advisors into one of the nation’s largest registered investment advisers, with over $62 billion in total assets under advisement serving private clients, foundations, and retirement plans. She joins CogniCor’s transformed Board to advise on the company’s strategic planning and growth initiatives.
Over her 30-year career, Eusey has been a thought leader who has helped shape the modern wealth management industry. Prior to co-founding Beacon Pointe and building it into a highly successful RIA, she served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management. She is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Forbes, Financial Planning Magazine, and other publications, and has received numerous industry recognitions.
DeepVest
DeepVest, an AI-powered investment platform for financial advisors that enables CIO-level portfolio analysis and personalized proposals at scale, today announced the launch of MonitorLab, a comprehensive market monitoring and alerts platform layer helping advisors, wealth managers and investors stay aware of and react to market-moving developments. Using a simple natural-language interface, users can create sophisticated market alerts across securities, portfolios, earnings events, regulatory filings and macroeconomic signals, creating an always-on monitoring layer, continuously evaluating more than 50 technical, quantitative and market signals in real time.
With MonitorLab users can create alerts using plain English, such as monitoring for a technical indicator crossover, portfolio drift from target allocation, performance versus a benchmark index, an earnings report, a portfolio risk threshold or a significant economic event. By replacing manual dashboard-watching with automated, event-driven intelligence, MonitorLab helps users identify risks and opportunities the moment they become actionable.
Building on the launches of Advisor Hierarchy, which enables personalized investment recommendations at scale, Behavioral Investment Suitability Analysis, which integrates behavioral finance into the recommendation process and the Firm-Level Governance Framework, which helps firms establish consistent investment oversight, MonitorLab represents DeepVest’s latest step toward creating a more intelligent and connected advisor experience. Together, these capabilities help firms combine portfolio intelligence, behavioral insights, governance controls and market monitoring within a single platform.
DriveWealth
DriveWealth, a global B2B Brokerage-as-a-Service platform designed to make investing easier for clients and their customers, today announced their partnership powering the launch of IOL Privé, a Uruguay-based premium wealth management offering designed to serve high-net-worth investors seeking to manage their global investments with a higher level of sophistication, advice and service.
Powered by DriveWealth’s embedded brokerage infrastructure, IOL Privé combines dedicated wealth advisory services and access to international investment opportunities, and fully disclosed U.S. investment accounts within a seamless client experience.
With more than 2 million customers and over 25 years, IOL Group has established itself as one of the region’s leading investment organizations. Through IOL Privé, IOL Group is expanding its offering to better serve affluent clients seeking sophisticated wealth management solutions, international diversification, and direct access to global markets.
Ellis
Ellis, the first-of-its-kind AI-native operations platform for private credit, launched today with more than $10 million in seed funding closed.
First Round Capital led the financing with participation from a group of prominent operators and investors, including Kearny Jackson, 645 Ventures, Harlem Capital, Khosla Ventures, Slow Ventures, Wilshire Lane, Westbound, Collide Capital, Gallery Ventures, Ariel Alternatives CEO Mellody Hobson, Thrive Capital Founder Josh Kushner, Mercury Founder and CEO Immad Akhund, among others.
Private credit has become a multi-trillion dollar market and increasingly a vital source of capital for businesses around the world, yet the operating infrastructure behind the market has not kept pace. Many private credit managers still run critical workflows across disconnected fund-administrator outputs, general ledgers, loan-servicing systems, bank data, legal documents and spreadsheets. Teams spend significant time reconciling different versions of the same number, slowing closes and reporting, increasing operational risk and making it harder to scale efficiently.
Feathery
Feathery, the AI operating and decisioning system for financial services, today announced the launch of its new AI-Powered Proposal Generation solution for wealth management firms. As firms look for ways to improve organic growth rates, this innovation solves the long-standing operational challenge of creating highly personalized proposals for every client.
Proposal Generation makes highly personalized proposals practical at scale. Feathery brings together client data, planning documents, advisor expertise, and firm-approved templates in a single AI workspace, drawing information from systems such as Salesforce, eMoney, Vanilla, Holistiplan, Addepar, Morningstar, and more. Feathery’s AI assistant, Robin, uses those inputs to draft a proposal tailored to each client’s financial picture, goals, and priorities while maintaining the firm’s templates, branding, and disclosures. Teams can then collaborate on the proposal and chat with Robin in natural language to make changes, with updates reflected directly in the document.
With Proposal Generation, Feathery helps firms overcome the traditional tradeoff between speed and personalization. By reducing the manual preparation and coordination behind each proposal, Feathery helps firms deliver a higher level of personalization more consistently across their advisor teams, without requiring the same level of effort for every client.
FINNY AI
FINNY, the AI growth engine for financial advisors, today announced “Pay-as-You-Grow”, a new outcome-based fee model granting advisors unlimited access to its platform for $50 a month, plus a small slice of assets brought under management facilitated by FINNY, paid only while those clients remain with the advisor. By tying its pricing directly to client acquisition outcomes, FINNY is aligning its incentives with the growth of the advisors it serves. LPL Financial, the largest independent broker-dealer in the country, is the first to gain access to this new pricing model.
Up until now, FINNY adopted the industry’s traditional software pricing model, charging a flat annual subscription of either $6,000 or $12,000, billed regardless of growth outcomes. However, as FINNY worked closely with advisors and industry leaders to shape its platform, the company heard a consistent message: upfront software costs were keeping many firms from investing in growth. Pay-as-You-Grow reflects FINNY’s commitment to building alongside advisors and responding to their evolving needs.
Pay-as-you-win pricing isn’t new to wealth management. For years, leading custodians have offered referral programs using an identical framework. Historically, however, access has been limited to a select group of the largest RIAs, with minimums, custody requirements and lock-ins attached. FINNY is opening the same proven model to any advisor, but with no minimums, no custody move and no requirement to change how they run their practice.
Finster AI
Finster AI, the AI intelligence layer for financial professionals, today announced a strategic investment by UBS Investment Bank as part of Finster’s Series B financing round, alongside FactSet.
The investment relates to the development of AI-native workflows, secure enterprise systems, and trusted data infrastructure to support financial institutions in areas such as research, analysis, and client service.
Finster AI is an AI-native platform designed to support research, analysis, and content workflows across investment banking and asset management. Finster’s intuitive platform uses AI to integrate structured financial data, unstructured content, and institutional knowledge into unified workflows to generate faster, traceable insights, and enhance client engagement.
Greenlight
Bank of Clarke 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 Bank of Clarke 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 a global brand ambassador partnership with Sam Burns, a five-time PGA TOUR winner and one of the world’s top-ranked professional golfers. As of the latest PGA TOUR profile available, Burns is ranked No. 11 in the Official World Golf Ranking, after climbing 14 spots from his year-end 2025 ranking of 25.
Burns will debut the iCapital brand logo on his chest at the FedEx St. Jude Championship starting today. He joins a growing roster of iCapital brand ambassadors and sports sponsorships, including Cameron Young, Will Zalatoris, Stefan Rogentin, and U.S. Ski & Snowboard. Together, these partnerships extend iCapital’s presence across premier global sports and reinforce the company’s alignment with athletes who embody excellence, high performance, and innovation.
A native of Shreveport, Louisiana, Burns turned professional in 2017 after playing college golf at Louisiana State University. He has established himself as one of the PGA TOUR’s most consistent competitors, with five career PGA TOUR victories, five top-10 finishes in the 2026 season, and strong performance rankings. Burns has also delivered standout performances on golf’s biggest tournaments, including a runner-up finish at the 2026 U.S. Open, a third-place finish at the 2026 Open Championship, and a top-10 finish at the 2026 Masters Tournament, according to published tournament result summaries and player profile data.
Legado
UK fintech Legado has announced that Aberdeen Adviser has adopted LegadoSign to support secure digital signing across key customer onboarding documents.
Delivered through FNZ, the implementation introduces LegadoSign for key onboarding forms as part of Aberdeen Adviser’s individual customer onboarding process.
The platform replaces Aberdeen Adviser’s previous signature process with a fully supported solution, backed by ongoing product support from Legado. It is expected to support thousands of customer signatures each month across Aberdeen Adviser’s onboarding journeys.
Masttro
Masttro, the global operating system for complex wealth, today announced Cash Projection Hub, a forecasting engine for closed-end funds and the portfolios they sit inside. The module projects capital calls, distributions, net asset value (NAV), unfunded commitments, and allocation drift, all driven by client-managed assumptions, inside the same platform that already holds the underlying data. Cash Projection Hub is available today directly within the Masttro platform.
Closed-end funds do not behave like the rest of the portfolio. Capital is called on the general partner’s schedule, distributions arrive years later, and NAV is a lagging estimate. Most teams forecast these flows in a spreadsheet that grows more fragile with every added fund, vintage, and entity. Masttro explores these challenges in-depth in a recent blog article.
That fragility is colliding with a structural shift. Alternatives made up 42% of family office portfolios in 2025, up from 39% the previous year, according to BlackRock’s Global Family Office Survey. The UBS Global Family Office Report 2026 found that 60% of family offices plan changes to their strategic asset allocation in the next 12 months, the highest-level UBS has recorded. Closed-end positions cannot be traded out of; they are repositioned through commitment pacing, so every allocation change that touches them creates a forecasting need. Meanwhile, Allianz Research reports that capital calls continue to exceed distributions amid a persistent exit backlog, extending holding periods. More alternatives, more repositioning, and slower distributions mean liquidity planning now depends on forecasts most teams still run by hand.
Mili
Mili, an AI platform for wealth management firms, and Holistiplan, tax planning software used across more than 10,000 advisory firms, today announced a partnership that puts a client’s tax analysis to work across the advisor’s workflows.
Advisors walk into meetings with a client’s latest tax summary already in their preparation, ask specific questions mid-meeting and get answers drawn from the return itself, and take Holistiplan’s scenario analyses into planning conversations and client follow-ups. That analysis also becomes firm-branded proposals and presentations, and Mili’s agents surface opportunities across an advisor’s full book.
A tax return is the densest record a client ever hands their advisor: income, businesses, charitable giving, and life changes, documented in one filing.
MissionSquare
MissionSquare announced today the launch of a new personal wealth management offering, marking a strategic expansion of the firm’s services to help meet the evolving financial needs of individuals and their families. This evolution reinforces MissionSquare’s commitment to delivering comprehensive retirement planning and personal wealth management solutions to support customers at every stage of their financial journey.
MissionSquare’s entry into personal wealth management aligns with its broader strategy to enhance its capabilities and respond to growing demand. Industry data shows that nearly half (47%) of individuals prefer a “one-stop shop” for financial and other needs adjacent to wealth management,1 underscoring the importance of integrated tools that can help support a full spectrum of financial wellness needs.
Through this launch, MissionSquare is introducing a broad range of investment options and digital solutions available to all individuals through the firm’s newly redesigned corporate website.
Nitrogen
Nitrogen, an AI-powered suite of products for financial advisors, today introduced Insurance Center, a new product built to give advisors a structured way to assess a client’s coverage needs, including life insurance, long-term care, and retirement income. Insurance Center is anchored by the Coverage Number™, a scale that compares a client’s existing coverage against their calculated need and gives advisors a clear starting point for the conversation.
More than 100 million Americans are underinsured or carry no coverage at all. At the same time, 11,400 people turn 65 every day, stepping into greater longevity and long-term care risk. Advisors increasingly want to bring insurance into the client conversation, but have lacked a quantitative way in.
Insurance Center is designed to do for insurance conversations what the Risk Number® has done for investment conversations: turn a vague, easy-to-avoid topic into a single figure advisors can use to start the conversation and align clients with their best interests. The Insurance Coverage Assessment collects household, life insurance, and long-term care details and calculates a Coverage Number. While every client’s needs are different, a number below 100 may signal a gap worth discussing, and a score above 100 could point to potential excess coverage, but a score between 80 and 120 is typically considered on track.
Snap Projections
Canadian Financial Advisors have long known that better outcomes exist for their clients. Finding them efficiently, however, has been a different matter. Snap Projections, a financial planning software platform built for Canadian Advisors, Planners, and Investment Managers, has released its latest feature, Automated Financial Recommendations, designed to identify and apply optimization strategies in real time.
Until now, determining the optimal combination of CPP start age, OAS timing, TFSA contribution strategy, taxable income targeting, and asset withdrawal or contribution order meant running scenarios manually, one variable at a time. For Advisors managing full client books, that process rarely fits inside a client meeting.
The feature evaluates interconnected financial decisions together in a single analysis to identify optimized financial strategies. Recommended strategies can be applied to a client’s projection with a single click. The feature consistently reduces projected lifetime taxes, creates room for higher retirement spending and improves projected estate outcomes across a broad range of scenarios. It delivers results in minutes or even seconds in some cases, depending on the complexity of the plan.
tastytrade
tastytrade, the online brokerage firm created by traders for self-directed investors, announced full support for Cboe Global Trading Hours (GTH), giving customers real-time access to S&P 500 Index (SPX), Cboe Volatility Index (VIX), Mini-SPX (XSP), and Russell 2000 Index (RUT) options well beyond the regular trading session. Eligible index options now trade in Cboe’s Global Trading Hours session, which runs overnight from 8:15 p.m. ET to 9:25 a.m. ET – Sunday evening through Friday morning – and the Curb session, 4:15 to 5:00 p.m. ET Monday through Friday, in addition to regular trading hours.
The offering is built for event-driven trading. Economic releases such as CPI and PPI reports land before the market opens, and international news can move US markets all the same. With Global Trading Hours offering close to 24-hour trading sessions, tastytrade now provides its customers with the opportunity to act the moment news breaks with extended trading hours, not the morning after. It also extends the instruments tastytrade’s core customers already rely on for hedging, macro positioning, and volatility trading.
tastytrade is also preparing for the next phase of extended-session trading for single stock options, with the goal of offering access on day one, bringing around-the-clock trading to earnings season for the first time.
Vanguard
Vanguard continues to expand its model portfolio offering with the introduction of Vanguard Custom Model Portfolios, providing financial advisors with customizable investment portfolios combining personalization with efficiency. Vanguard Custom Model Portfolios allow advisors to modify select existing Vanguard models to account for client preferences in products, asset classes, and management styles while retaining the low costs and investment philosophy advisors expect from Vanguard.
Custom model portfolios enable modifications to ‘off-the-shelf’ models, helping financial advisors efficiently tailor investment strategies to client needs.
According to Vanguard research1, using model portfolios to scale core portfolio construction can reduce the amount of time advisors spend on portfolio management by 2/3rds—time that can be reallocated to tasks that truly differentiate their practice such as behavioral coaching and prospecting.
VastAdvisor
VastAdvisor, the AI-powered Organic Growth OS for wealth management firms, today announced the close of its $1 million SAFE round led by investments from fintech industry titans. The firm will utilize this funding to accelerate its product roadmap and support its go-to-market efforts.
Debuting earlier this year at Future Proof Citywide, VastAdvisor has initiated its enterprise relationships and will be expanding across registered investment advisors (RIAs), broker-dealers and wealth platforms. VastAdvisor is building a new category of organic growth infrastructure focused not on managing assets, but on acquiring them — an area long underserved in wealth management. The platform integrates AI-driven audience intelligence, campaign orchestration, compliance automation, and continuous performance optimization into a single, self-improving system.
Dani Fava, chief strategy officer at Carson Group, Jason Pereira, CFP, senior partner at Woodgate Financial and Sally George, partner at Convergency Partners, led the funding round.
Vestmark
Vestmark, Inc., a leading provider of wealth management technology and services, today announced that it has been selected by Vanguard to support Vanguard Custom Model Portfolios for registered investment advisors. Through the collaboration, Vestmark will provide trading, tax-management and advisor-service capabilities designed to help wealth managers deliver more personalized portfolios efficiently and at scale.
Vanguard Custom Model Portfolios allow advisors to modify select Vanguard multi-asset and single-asset-class models to reflect client preferences related to investment products, asset classes and management styles while retaining Vanguard’s disciplined investment approach and low costs.
Vestmark’s solution supports open-architecture portfolios that may bring together mutual funds, exchange-traded funds, separately managed accounts, direct indexing and alternative investments within a unified managed account. Vestmark provides the trading, rebalancing, tax-aware portfolio transitions, and ongoing tax management needed to implement and manage these portfolios at scale.
WealthBox
WealthBox and AdvizorPro announced an integration this week.
AdvizorPro is an advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.
WealthReach
WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced a two-way integration with SageContent, the all-in-one video content platform for financial advisors. Through the integration, a single click turns advisor video made with SageContent into website content that WealthReach automatically converts into blog posts and transcripts that can be found and cited on Google and AI platforms like Claude, ChatGPT and Perplexity, helping advisors show up on the platforms their prospects are actively searching.
Video has become one of the most-consumed types of online content, and advisors are increasingly turning to it to connect in a more authentic way with the individuals and families they serve. The challenge is that those videos often remain confined to social platforms, where they may generate engagement but do little to improve a firm’s visibility in Google or AI search.
With the integration between WealthReach and SageContent, every video an advisor produces can now be instantly published to the firm’s website along with content that Google and AI models can crawl, index and cite. Instead of creating a video for a single social platform, advisors create one piece of content that becomes a complete website asset designed to keep working long after it is published.
Zeplyn
Zeplyn, the AI operating system for wealth management, today announced a new integration with Schwab Advisor Center®, the Schwab Advisor Services platform, that expands the reach of Zeplyn Agent Nexus into two of the industry’s most important workflows: account opening and meeting preparation. The integration enables Zeplyn’s AI agents to automatically complete Schwab’s digital account-opening workflow while incorporating live Schwab holdings and transactions into Zeplyn’s AI-powered client briefs.
Account opening and meeting preparation are two of the most time-consuming workflows in wealth management. Advisors routinely move between meetings, CRM records, documents, planning software, and custodian platforms to gather information before they can act. Zeplyn’s new Schwab integration eliminates much of that manual work by consolidating those steps within Zeplyn.
With a single request, advisors can ask Zeplyn to open a Schwab account. Zeplyn gathers client information already available across meetings, emails, CRM records, and documents, initiates the digital account open workflow, completing all relevant fields automatically, and returns a finished draft for human review and submission. What traditionally required hours of manual work can now begin before a client meeting has even ended. Early pilots showed Not-In-Good-Order (NIGO) submissions declined by approximately 80%, helping firms accelerate onboarding while reducing costly rework.
