The elephant in the wealthtech room just got a little heavier.
Yep, we’re talking about AI once again here in Advisor Tech Talk, with a huge column of headlines below dominated by a few wealth management elephants—like LPL Financial, Ameriprise Financial and Mercer Advisors—making AI-related announcements of their own.
LPL introduced LPL Latitude, a unified technology platform designed to integrate the firm’s data architecture, cybersecurity, infrastructure, artificial intelligence, advisor workflows and investor-facing applications into a single technology foundation. Backed by nearly $2 billion in technology investments over the past three years, Latitude is intended to accelerate innovation while providing a more consistent experience across LPL’s wealth management platform.
Artificial intelligence will play a prominent role through Cyan, LPL’s AI agent, which is designed to provide contextual assistance and automate routine advisor tasks. Planned capabilities include conversational AI for workflow guidance, agentic automation for account maintenance, AI-generated planning insights and practice-growth recommendations based on performance data. LPL is also enhancing its ClientWorks advisor platform and Account View client portal with streamlined account-opening processes, mobile functionality, secure document sharing and additional self-service features.
Ameriprise announced that it now spends approximately $1 billion annually on technology, including AI capabilities, platform enhancements and supporting infrastructure. Like LPL, Ameriprise argued that successful AI depends less upon selecting the newest language model than upon building integrated data foundations capable of supporting AI securely throughout advisor workflows.
Ameriprise’s announcement seems to reflect a pragmatic philosophy regarding enterprise AI. Rather than attempting to develop every capability internally, the company described combining proprietary systems with carefully selected external AI technologies. This hybrid strategy recognizes that competitive advantage increasingly comes from integrating AI into proprietary advisor workflows rather than owning every underlying model.
Mercer, as you’ll see, announces its second-generation Aspen platform, which goes well beyond traditional CRM or portfolio management software by organizing advisory work around a unified knowledge graph connecting client relationships, specialists, workflows and service delivery across the firm’s more than 1,100 professionals. Instead of simply displaying information, Aspen attempts to model how every aspect of a client’s financial life relates to every member of the advisory team. Artificial intelligence then operates on top of that knowledge graph, providing contextual assistance within supervised workflows.
Mercer’s description of Aspen offers an important glimpse into where enterprise wealth management technology appears headed. Rather than replacing individual software systems, firms are increasingly creating orchestration layers that coordinate those systems while providing AI with complete organizational context. The platform functions almost as a digital nervous system connecting tax professionals, estate planners, investment specialists, insurance experts and advisors through shared intelligence instead of isolated databases.
And there’s a lot more AI below, from firms like Zocks, Compound Planning and the similarly named Conquest Planning—but don’t miss all the news occurring in the private markets technology space this week. We’ll try to write more about what’s bubbling in that realm of wealthtech next week.
For now, let’s get to your headlines…
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Allocate
Allocate, the private markets operating system for wealth advisory firms and fund managers, today announced a partnership with VanEck to expand access to private market strategies across the wealth channel. VanEck is leveraging Allocate’s technology and operational infrastructure to bring its institutional private markets expertise to financial advisors, RIAs, and the clients they serve in a scalable and efficient manner.
As private markets continue to expand into the wealth channel, many asset managers find that the platforms available to them were built for a different era of distribution: ones optimized for aggregating feeder capital, not for helping a manager launch, control, and scale its own advisor-facing offering. The result is long timelines, fragmented workflows, and operational burden that slow a manager’s entry into the wealth channel just as demand accelerates. By using Allocate’s infrastructure, VanEck is able to bring wealth-focused private market offerings to market in weeks rather than the months typical of traditional launches and meet growing demand while maintaining the operational rigor and client experience investors expect. Throughout, VanEck retained full control of its strategy, product, and investor relationships, with Allocate providing the underlying technology and operations.
Allocate connects asset managers to a network of more than 375 wealth advisory firms and RIAs, and powers over $5B billion in assets on its platform. With purpose-built infrastructure spanning advisor and investor onboarding, subscription processing, compliance workflows, capital calls, reporting, and ongoing investor servicing, Allocate helps asset managers reach the wealth channel faster while keeping their brand and client experience front and center — expanding distribution and enabling more efficient capital raises.
Ameriprise Financial
Ameriprise Financial, Inc. (NYSE: AMP) today highlighted its continued advancement of the firm’s artificial intelligence (AI) capabilities, building on years of investment and innovation to help financial advisors grow, operate more efficiently, and deliver more personalized client advice at scale. Ameriprise is accelerating the integration of AI across the advisor and client experience, bringing advanced AI capabilities into advisors’ workflows while keeping human judgment and relationships at the center of advice.
The firm’s technology platform is viewed as a competitive advantage—seamless, secure, and built to scale. Building on this foundation, Ameriprise continues to advance AI capabilities.
While AI is gaining momentum across the industry, its effectiveness depends on the strength of the underlying data and technology ecosystem. Ameriprise spends approximately $1 billion annually on technology, including AI capabilities, platform enhancements and supporting infrastructure. These long-term investments have created an integrated technology and unified data foundation that enables AI to be deployed quickly, securely and effectively across the advisor and client experience. Complementing its proprietary capabilities, Ameriprise selectively incorporates solutions from leading technology companies and advanced AI models to enhance performance and scalability.
Apex Fintech Solutions
Apex Fintech Solutions Inc. (“Apex”), the infrastructure powering modern investing, today announced a strategic alliance with Navy Federal Investment Services (NFIS), part of Navy Federal Financial Group, a subsidiary of Navy Federal Credit Union, to support the launch of NFIS’s Digital Investor platform. As part of its commitment to delivering a world-class digital experience for the credit union’s 15+ million members, NFIS is modernizing its investing capabilities by utilizing Apex’s cloud-native AscendOS™ platform.
The new platform will leverage Apex’s real-time AscendOS infrastructure, creating a smoother investing experience while ensuring scalability, performance and reliability as member demand continues to grow in the coming years.
Arch
Arch, an AI-powered platform for administering, monitoring and unlocking insights on private markets portfolios, today announced it has surpassed $500 billion in private market assets on its platform, with assets currently totaling $539 billion and having doubled over the past year. Alongside this milestone, Arch is also announcing previously undisclosed investors from its $52 million Series B, including MUFG Innovation Partners, Franklin Templeton and Anton Levy, founder of Layer Global.
The new investors complement Arch’s existing Series B backers, Oak HC/FT, Menlo Ventures, Craft Ventures and Quiet Capital, bringing additional strategic depth and institutional credibility to the platform.
Arch provides trusted infrastructure for private markets, supporting leading banks, investment advisors, accounting firms, family offices and institutional allocators as they manage increasingly complex private investment portfolios. Arch brings fragmented documents, data and workflows together to create trusted information and decision-ready insights. The firm is building on this foundation to give investors greater visibility, reduce risk and make private markets easier to understand, manage and act on.
CAIS
CAIS, the leading alternative investment platform for independent financial advisors, today announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein L.P. (NYSE: AB), funds managed by Blue Owl Capital (NYSE: OWL), Carlyle (NYSE: CG), Fortress Investment Group, Golub Capital, Lord Abbett, and Royal Bank of Canada (RBC). The investment round values CAIS at over $2 billion, bringing total capital raised to nearly $600 million, and coincides with a 3-year organic revenue CAGR of 37% that reflects the scale and trust CAIS has built across the independent wealth channel.
David Breach, President of Vista Equity Partners, will join the CAIS Board of Directors. Representatives from Blue Owl, Lord Abbett, Fortress, and Carlyle will serve as Board observers.
FT Partners served as the exclusive financial advisor and Sidley Austin LLP served as legal counsel to CAIS in connection with the transaction. The platform today serves over 2,500 wealth management firms, representing more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.
Compound Planning
Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of CompoundAI, the AI embedded into the core of AdvisorHQ, the firm’s proprietary advisor operating system.
Whereas existing point solutions operate outside an advisor’s core systems, CompoundAI is built directly into AdvisorHQ, drawing from the complete picture of each client’s financial life – including account data, holdings, meeting notes, call transcripts, and client communication history, maintained and updated in real time across AdvisorHQ. CompoundAI agents go beyond answering questions, utilizing each client’s complete record to solve complex requests, take action across AdvisorHQ, and prepare work for advisor approvals. For example, an advisor can ask CompoundAI to turn a routine client request into a ready-to-submit ticket in seconds.
CompoundAI also powers a redesigned Activity Monitor, which now separates actionable day-to-day tasks from ambient household signals and surfaces AI-generated reminders an advisor can execute on with one click. A new iOS app also gives clients a mobile-native way to manage their entire net worth, while capturing the household context that empowers their advisor.
Conquest Planning
Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, today announced a new integration that brings Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, directly into the Conquest experience. Together, Conquest’s Strategic Advice Manager® (SAM) and Lydia seamlessly combine analytical precision with behavioral coaching to help advisors deliver more thoughtful, human-centered advice at scale.
The native integration expands Conquest’s advice delivery capabilities by helping advisors not only identify optimal financial strategies, but also communicate them with greater confidence, empathy and impact. While SAM analyzes client financial data and identifies recommendations through its proprietary AI expert system and deterministic calculation engine, Lydia equips advisors with behavioral intelligence, communication coaching and meeting preparation tools to aid them in navigating emotionally complex conversations and communicating more effectively. Together, the two agents help advisors determine not only what recommendations to make, but also how to deliver them in ways that build trust and inspire action.
Available as an add-on within the Conquest platform, Lydia works alongside SAM Guide to answer questions and provide in-the-moment behavioral coaching directly in the advisor workflow, without the need to toggle between applications. Advisors can use Lydia to prepare for meetings, role-play difficult client conversations, draft follow-up communications and receive context-aware coaching tailored to their firm’s language, values, products and prior client interactions.
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 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 operational and decisioning system for wealth management, today announced that RFG Advisory has accelerated advisor transitions with Feathery. RFG, an independent registered investment advisor overseeing more than $8 billion in assets under advisement and supporting 100+ advisors, more than doubled form generation speeds for full repapering transitions while expanding the number of accounts that can be prepared and sent on day one.
As advisor recruiting and M&A activity accelerate across wealth management, firms face increasing pressure to transition hundreds of client accounts across multiple custodians, forms and systems without disrupting advisor productivity or client relationships.
Before implementing Feathery, RFG relied on manual spreadsheets and repetitive data entry across multiple systems, making full repapering engagements difficult to execute consistently at scale. Working alongside RFG’s advisor transition and operations teams, Feathery introduced a repeatable workflow that identifies missing or inconsistent information, pre-fills required forms, and generates ready-to-send DocuSign envelopes. The result is improved day-one execution with less manual effort, and a more predictable transition process.
FMG Suite
FMG Suite (FMG), the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises, today announced the launch of Institutional Intelligence, a new program that delivers curated expertise, research, and interactive tools from leading wealth tech firms directly into the workflows advisors use to drive marketing, client engagement, and lead generation.
Wealth.com joins as Exclusive Technology Founding Partner, making FMG its primary distribution channel to independent advisors. Foundation Source joins as Premier Partner, with Trust & Will, Cue Studios, Nitrogen, and Bento Engine as Featured Partners.
Specialized planning capabilities such as estate, tax, and philanthropic strategies have become critical differentiators for advisors seeking to strengthen relationships with clients and stand out to high‑value prospects. But translating that depth of expertise into consistent engagement and scalable, qualified lead generation remains a persistent challenge.
FMG Suite
FMG Suite (FMG), the leading marketing and growth platform for financial advisors, insurance professionals and enterprises, today announced four additions to its senior team: Christian Short as Senior Vice President of AI Strategy & Operations; Nathan Worthington as Senior Vice President of Customer Success; and Kevin Jurick and Jeremy Kowalski as Strategic Enterprise Account Executives.
These appointments follow FMG’s recent board expansion and reflect the company’s accelerating investment in the next phase of its platform strategy. As broker-dealers, RIAs, wirehouses, insurance organizations and asset managers increasingly deploy FMG on behalf of advisors and agents at scale, the firm is expanding leadership in the areas that matter most to enterprise success: AI strategy and infrastructure, customer success and enterprise sales. Together, these hires strengthen FMG’s ability to help institutions deliver compliant growth, deepen advisor engagement and bring more of the wealth management ecosystem onto the platform.
Kelly Park Capital Private Funds
Kelly Park Capital (KPC) Private Funds, a technology-enabled independent private market investing platform providing financial advisors access to curated private investment opportunities, today announced the launch of PRISM 2.0, which represents the next evolution of its technology platform, featuring a unified “5-in-1” onboarding experience enabling advisors and their clients to complete a single subscription process across multiple alternative investments, dramatically reducing administrative complexity.
Typical alternative investment subscriptions, even when digitized, often require investors to complete separate subscription and AML onboarding process for each fund, repeatedly inputting the same personal and financial information, navigating varying qualification requirements and executing multiple signature packets across multiple document packages that frequently exceed 200 pages each. PRISM 2.0 approaches the process differently. Rather than requiring advisors and investors to complete a separate subscription package for every investment, PRISM’s 5-in-1 onboarding enables investors to complete a single streamlined onboarding process before allocating capital across multiple underlying investment strategies.
The launch coincides with the alternative investment industry’s larger focus on improving subscription workflows. Recently, some of the larger players in the space have offered products that solve a portion of the operational burdens around advisors allocating client capital across multiple private market investments, but don’t go far enough. For KPC Private Funds, however, solving that challenge has been a core design principle since the firm’s inception.
LemonEdge
LemonEdge, a modern fund accounting platform built for private markets, has completed a $21 million Series A investment round to accelerate product development and continued expansion in the US and Europe.
Blackstone Innovations Investments, Blackstone’s early-stage investment arm, led the funding round. They’re joined by BNY (NYSE: BNY), a global financial services company, with participation from long-time investor, Sidekick Partners, bringing LemonEdge’s total funding raised to date to $30+ million.
As LemonEdge enters its next phase of growth, it has significantly strengthened its senior leadership team by appointing New York-based David T. O’Malley as Chief Executive Officer and Board Chair. O’Malley brings extensive experience scaling high-growth global software-as-a-service (SaaS) and enterprise fintech businesses. Most recently, he served as President of Numerated Growth Technology, leading international expansion, operational and commercial strategy and ultimately orchestrating its successful sale to Moody’s Analytics.
LPL Financial
LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data, cybersecurity, infrastructure resiliency, artificial intelligence, advisor workflows and end-investor applications.
Over the last three years, LPL has invested nearly $2 billion in building the core pillars of Latitude, including a significant annual increase in cyber protections, reinforcing its commitment to protecting advisors, clients and data at every level. This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude, representing the largest set of advanced features in the company’s history.
LPL’s position as a self-clearing, broker-dealer and custodian gives the firm a dynamic advantage in creating one of the most vertically integrated data ecosystems in wealth management — turning information into actionable insight that can improve outcomes. For example, LPL’s comprehensive data-driven framework is the foundation of its Advisor Growth System, which helps advisors and institutions benchmark their performance, identify growth opportunities and execute strategic improvements with LPL’s support. The Advisor Growth System is available at no cost to LPL advisors and institutions.
Mercer Advisors
Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today unveils the second generation of Aspen, its proprietary, artificial intelligence (AI)-enabled ecosystem that powers its full-spectrum family office offering. Developed over the past three years by the technology team at Mercer Advisors, the firm has now rolled out its second AI-enhanced version of the platform. Aspen 2.0 is now deployed across the firm’s more than 1,100 interdisciplinary wealth professionals. Built to address one of the most persistent industry challenges—fragmented data and technology that hinders collaborative service delivery—Aspen creates a single, unified environment that allows advisory teams to work together to deliver the full power of the Mercer Advisors platform to clients.
Mercer Advisors built Aspen as a family office platform, to support its advisory teams in local markets in delivering its comprehensive offering and orchestrate its deep bench of interdisciplinary professionals. As wealth firms add services for their clients (planning, investing, tax, estate, insurance, financial administration, and more) it becomes increasingly important to provide team members with a real-time view of each client and a shared environment for client service. Unlike many advisor systems that simply display data, Aspen maps the relationships between the firm’s clients, team members, and the services being provided. It forms a unified knowledge graph that connects client data, acts as a system of record for the work that is being done and integrates directly into specialist systems in each advisory domain. Because of its unique architecture, Aspen allows Mercer Advisors to deploy AI tools within workflows, directly alongside team members, in a supervised manner.
The platform’s name reflects its design and philosophy. In nature, what appears to be a forest of Aspen trees is often a single living organism, connected by an extensive underground root system. In the same way, Aspen connects data, workflows, and communication across Mercer Advisors into a single platform, allowing individual advisors and teams to operate as local boutiques while remaining deeply connected to a shared source of intelligence and capability.
Mili
Mili, an AI platform for wealth management firms, and Global Relay, an innovative provider of integrated digital communications and mobile compliance solutions for regulated industries, today announced a partnership that brings AI-generated advisor records under firms’ recordkeeping and supervision obligations. Through the Global Relay Open Connector API, every record that Mili creates will now be automatically captured and stored in firms’ archives with a complete audit trail.
Client meetings have long been some of the least documented channels in wealth management. But AI assistance is reversing that trend by turning meetings into a compliance priority.
According to the 2026 T3/Inside Information Software Survey, 43% of advisors reported using an AI meeting solution in the category’s first tracked year, and more than half use generative AI tools. Global Relay’s Communication Capture Trends in 2025/26 report, which draws on data from 12,000 financial institutions, recorded a nearly 3,000% year-over-year increase in ChatGPT capture.
Morgan Stanley Investment Management
Morgan Stanley Investment Management (MSIM) today announced the launch of Morgan Stanley Ethereum Trust (NYSE Arca: MSSE) and Morgan Stanley Solana Trust (NYSE Arca: MSOL), two new exchange-traded products (ETPs) that seek to track the performance of ether and SOL, respectively, the native digital assets of the Ethereum and Solana blockchain networks.
The launches of MSSE and MSOL reflect the growth of MSIM’s ETP suite and the firm’s commitment to developing investment solutions that meet investor demand. MSSE and MSOL follow the launch of Morgan Stanley Bitcoin Trust (NYSE Arca: MSBT) earlier this year, the first cryptocurrency ETP offered by a U.S. bank-affiliated asset manager, which holds more than $381 million in assets under management through July 16, 2026.
With the launch of MSSE and MSOL, MSIM now offers ETPs linked to bitcoin, ether, and SOL, three of the largest digital assets by market capitalization. Each ETP has an expense ratio of 0.14%, underscoring a commitment to building a comprehensive, competitively-priced digital asset product suite as part of a rapidly growing ETP product suite. Additionally, both ETPs intend to stake a portion of their respective ether or SOL holdings to earn staking rewards. MSIM will not retain any portion of the rewards earned by either ETP for itself.
Orion
Orion announced today the launch of its Dynamic New Account Opening tool to support digital account opening within the Orion Advisor Portal.
Advisors can now open accounts with Goldman Sachs Custody Solutions (GSCS) directly within the Orion experience. GSCS is Orion’s first custodial provider integrated for this digital account opening enhancement. The end-to-end integration is now available to Orion Advisor Technology clients who custody with GSCS. It will be available to Orion Portfolio Solutions clients later this summer and to additional custodial partners later this year, reflecting Orion’s flexible, multi-custodial approach.
Orion continues to expand its long-term collaboration with GSCS through deeper platform integrations. GSCS is now a custodial provider for Orion OCIO, Orion Custom Indexing, Orion Portfolio Solutions clients, and Goldman Sachs Asset Management is a fixed income SMA provider on Orion’s platform.
Orion Digital
Orion Digital Corp. (NASDAQ: ORIO) (TSX: ORIO) (“Orion Digital” or the “Company”), today announced the commercial launch of Intelligent Investing, an investing platform built for an AI world in which information is increasingly abundant and long-term success depends less on access to information and more on the quality of investment decisions.
The investing industry spent two decades making investing easier. Orion Digital believes the next generation of investing platforms will compete on decision quality. Intelligent Investing is the Company’s answer to that shift.
Most investing platforms are organized around the transaction. They record what you bought and rarely capture why. Intelligent Investing is organized around the decision – and around a question the industry seldom asks its customers to answer: how are you actually doing?
tastytrade
tastytrade, the online brokerage firm created by traders for self-directed investors, today launched Prediction Markets, putting CFTC-regulated event contracts on the catalysts active traders already watch—Fed decisions, inflation and jobs prints, the VIX, crude, and crypto—directly inside the platform they already trade. Powered by Apex Fintech Solutions and available 24/7, it turns a view on the number, the decision, or the result into a single, defined-risk trade that settles right next to stocks, options, and futures. tastytrade is the first brokerage to launch on Apex’s turnkey FCM infrastructure.
Prediction Markets is a CFTC-regulated offering and fully integrated into the tastytrade platform, so customers can seamlessly trade event contracts in a segregated account alongside their existing positions in a single, unified view. Contracts resolve to a straightforward yes-or-no outcome, with pricing that reflects real-time probabilities. The result is a trading experience built for how active traders think: fast, focused, and driven by catalysts, not just price charts.
tastytrade Prediction Markets launches with a catalog built around the catalysts active traders monitor such as major equity indices; Treasury yields; the VIX, and the U.S. dollar; Fed, ECB, BoE, and BoJ rate decisions; headline inflation, jobs, and growth prints (CPI, PCE, nonfarm payrolls, GDP, ISM); leading crypto including Bitcoin, Ethereum, Solana, and XRP; and the most-traded energy and metals products like crude, natural gas, gold, silver, and copper. Contracts trade across timeframes from hourly to yearly, giving traders the flexibility to take a position when it matters most.
TradeStation Securities
TradeStation Securities, Inc. (“TradeStation”), the brokerage firm built for active equity and derivatives traders, announced the availability of CME Group Spot-Quoted futures (SQFs)*, a new suite of smaller-sized futures contracts designed to provide advanced derivative traders with access to major U.S. equity indices and cryptocurrency markets.† TradeStation is offering these contracts to retail traders, extending its mission to deliver the ultimate trading experience for those who are born to trade.
Available now on the TradeStation platform, SQFs are priced at or near the underlying cash market value, giving traders a pricing convention they’re already familiar with across stocks, ETFs, and cryptocurrencies. The structure separates the spot index quote from the futures basis – so the price customers see and trade is designed to align with the spot index — maintaining the regulatory and clearing benefits of a CME Group-cleared futures contract.
The initial offering includes eight SQF contracts across equity indices and digital assets spanning: Equity indices, including S&P 500 (QSPX), Nasdaq-100 (QNDX), Russell 2000 (QRTY) and Dow Jones (QDOW); and Cryptocurrencies, inclluding Bitcoin (QBTC), Ether (QETH), XRP (QXRP) and Solana (QSOL) . With notional amounts ranging from $500 to $6,000 and pricing of $0.25 to $0.50 per contract, SQFs provide a competitive entry point for traders looking to access smaller-sized futures contracts. The contracts are at least five times smaller than existing Micro futures, potentially allowing traders to size positions more precisely while lowering the capital required to access futures markets.
Trading Central
Trading Central, the global leader in actionable financial market research and analytics, today announced the release of TC Corporate Calendar, following a collaboration with TMX Datalinx, TMX Group’s information services division.
TC Corporate Calendar empowers brokers to increase engagement, drive platform stickiness, and expand share of wallet by integrating timely and accurate corporate events intelligence directly into their research platform in a single, seamless user experience.
Fueled by institutional-grade corporate event data from TMX Datalinx (via its Wall Street Horizon datasets) and other reputable data providers, and enhanced by Trading Central AI engines, this powerful calendar covers over 10,000 U.S. and global equities, including comprehensive coverage of Canadian listed-companies, with smart filters enabling investors to surface relevant, actionable events and make faster, more informed investment decisions.
Wealth.com
Wealth.com, today announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations, through which it will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program. Through the collaboration, more than 80,000 advisors, insurance professionals and the enterprises that support them using FMG will now gain access to compliance-friendly estate and tax planning content – including emails, social media posts, blogs, downloadable resources and educational marketing assets – designed to help advisors engage clients on two of the fastest-growing areas of holistic financial planning.
The partnership also introduces dedicated Wealth.com-powered estate and tax planning website tools, content, experiences and advisor website templates – enabling advisors to quickly add educational estate and tax planning content to their websites. FMG’s website team can also implement these on advisors’ behalf, creating a turnkey solution that helps firms educate prospects, strengthen client relationships and support business growth. Additionally, Wealth.com will develop Estate Snapshot, a website-ready tool powered by Ester®, its proprietary artificial intelligence (AI), that enables prospects to securely share estate planning documents. Estate Snapshot will analyze uploaded documents and generate a concise one-page summary, helping advisors better prepare for prospect meetings while creating a new lead generation opportunity.
Estate and tax planning have become increasingly central to holistic financial advice, yet many advisors still struggle to consistently create timely, compliant educational content around these complex topics. By combining Wealth.com’s planning expertise with FMG’s leading marketing platform, the partnership gives advisors professionally developed resources they can publish immediately or customize to their firm’s brand, making it easier to educate clients, strengthen relationships and create more meaningful planning conversations.
WealthReach
WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the acquisition of AdvisorRankings, a specialized search engine optimization (SEO) and artificial intelligence (AI) search optimization agency focused exclusively on helping financial advisors get found by high-intent prospects online. The deal brings AdvisorRankings’ advisor-specific search and website expertise in-house and adds a high-touch, done-for-you offering to a platform already powering organic growth for some of the largest wealth management firms in the industry.
Founded in 2010, AdvisorRankings helps advisory firms show up where and when prospects turn for financial advice, first on Google, and increasingly on AI platforms like Claude, ChatGPT and Perplexity. Led by founder Brent Carnduff, whose master’s degree in financial planning gives him a practitioner’s understanding of the advisor business, AdvisorRankings has spent 16 years translating that expertise into search visibility for wealth managers. The firm will continue operating as a distinct brand under the WealthReach umbrella, with Carnduff leading business development and contributing directly to WealthReach’s SEO and AI search product roadmap.
With AdvisorRankings now part of the platform, WealthReach can pair expert-led search optimization with Living Sites, its continuously evolving advisor website product, as well as its Attract, Convert and Multiply organic growth engines, giving advisors a complete path from visibility to client acquisition.
Webull
Webull (NASDAQ: BULL), an online investment platform, today announced the launch of Managed Bond Portfolios, a new offering from Webull Advisors that provides investors with access to professionally managed portfolios of individual bonds. This is the first robo-advised individual bond portfolio offering available to retail investors.
Powered by Moment, Managed Bond Portfolios combine the benefits of direct bond ownership with professional portfolio management, helping investors pursue income, diversification, and capital preservation without the complexity of selecting and managing bonds on their own. Moment’s infrastructure was purpose-built to make institutional fixed income accessible at scale, and now the same engine powering trading, portfolio construction, and operations for firms is helping Webull deliver that same experience to everyday investors.
Managed Bond Portfolios offer a simplified way to access fixed income through a fully managed investment experience. Unlike bond funds or ETFs, individual bonds have defined maturity dates, providing greater visibility into when principal is expected to be returned. Investors benefit from direct bond ownership while Webull Advisors manages portfolio construction, monitoring, and ongoing investment decisions on their behalf.
Webull
Benzinga, a leading provider of real-time financial news and market intelligence, today announced that Webull has added Benzinga’s Premium US Equities Newsfeed, Press Releases feed, and Economic Calendar to its trading platform.
The relationship is part of Benzinga’s broader mission to democratize financial information, putting institutional-grade market intelligence directly into the hands of everyday investors, not just the pros.
Webull serves more than 28 million registered users across 16 markets worldwide, making it one of the fastest-growing platforms in the retail trading space. The integration means Benzinga’s data now reaches one of the most active investor bases in the market.
Wipro
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading AI-powered technology services and consulting company, today announced an enhanced partnership with Databricks, the Data and AI company, to enable enterprises to modernize data foundations and accelerate AI adoption. As part of this partnership, Wipro has set up a self-contained Databricks business practice to drive industry solutions and accelerators to deliver business value through industry-specific offerings.
The enhanced partnership will help clients move from fragmented data foundations and isolated AI pilots to governed, enterprise-scale AI implementations. This will enable Wipro and Databricks to optimize existing data investments for shared clients while building new AI-led solutions tailored to industry needs. The collaboration will integrate Databricks’ capabilities for agentic AI, data modernization, application development, and analytics with Wipro Intelligence™, the suite of AI-powered platforms, solutions, and transformative offerings. The practice will help business users see the value faster, utilizing Databricks Genie, Databricks’ AI coworker which helps both business users and technical professionals explore and interact with enterprise data using natural language. Leveraging Wipro’s agent-native delivery platform WEGA, the practice will enable enterprises to transition from legacy systems to scalable, AI-ready data architectures.
The business practice is built on a strong foundation of more than 300 agentic AI and data use cases delivered across industries, including banking and financial services, healthcare, telecom, manufacturing, and energy. The business practice was also recognized by Databricks as the 2025 Banking Partner of the Year Award and the 2026 Innovation Partner of the Year.
Worthy
Worthy, an AI-native tax planning platform for financial advisors, today announced it has analyzed more than $1 billion in taxable client income — a milestone that reflects rapid adoption across independent RIAs and enterprise advisory firms since the platform’s launch earlier this year.
The $1 billion milestone spans advisors across firm types and client profiles, proving the value of AI-native tax planning beyond any single channel or client type. Worthy’s growing base also includes an ongoing pilot with more than 300 associates at Edward Jones and a separate partnership with estate planning platform Vanilla. Learn more at withworthy.com.
Zocks
Zocks, the privacy-first AI platform for financial services, today announced the launch of Zocks Scheduling, a new feature that automatically books meetings directly from conversations and emails, then connects every booking to the preparation, notes, and follow-up related to the meeting.
Most advisors manage meeting logistics across several disconnected tools: a scheduling link, a calendar, an email inbox, and a CRM. Zocks Scheduling brings it all together and coordinates what happens before, during, and after a booking in a single automated workflow.
Zocks Scheduling analyzes the details of a client meeting or email, then automatically proposes the next booking. It matches the booking to the context: a ready-to-send invite if a client specifies a time during the conversation; or, a link to a pre-filled booking page for the client to choose, if they don’t.
