We may be on the cusp of artificial superintelligence—and that might mean big changes for wealth management.
Welcome to big busy week of Advisor Tech Talk, where once again the wealthtech news likely eclipses the wealth management news, maintaining a trend we picked up on earlier in the year. Who knows? There are still a few months before we close the year. Maybe 2025 is going to be the year of wealthtech.
Anyway, we’d like to call our readers’ attention to a recently voiced prediction from Open AI’s Sam Altman, who believes that some time before the year 2030 the world is going to progress smoothly through a “gentle singularity” event that ushers in the era of artiificial superintelligence. For those who aren’t reading our AI & Finance material, artificial general intelligence (AGI) is AI capable of human levels of reasoning and expression. A superintellgience would be AI that exceeds human capabilities.
It’s hard to wrap our minds around the concept of superintelligence and what that might entail in terms of pure computation, let alone specific applications like wealth management, so let’s start with AGI, the human-level artificial intelligence, and what it might be capable of.
An AGI would literally be capable of any human cognitive and intellectual task, from physical labor to acts of creativity, innovation, management, emotional intelligence and problem-solving.
So while current applications of AI are rather narrow—scanning transactions for anomalies that are potentially signs of fraud, or examining a person’s cash flow needs over time to optimize investments and account balances continually or at a specific point in time—AGI would be able to take on all of the functions—all of the multitasking—that an individual knowledge professional like a financial advisor can perform with or without computer technology, or that an office of those professionals perform, or an entire company of those professionals can perform.
In an instant, with no intervention from a human professional, an AGI financial advisor could create a plan taking into account traditional metrics like risk profiles, while also incorporating major life events and behaviors and goals that shift over time.
An AGI could not only offer robust, fully-automated, global omni-asset portfolios that are hyper-personalized and tax-optimized, accounting for cash-flow, growth and legacy needs, it could also create any combination of self- or professionally managed portfolios and automation that the end-client or wealth manager desires.
An AGI would not only be responsive to market conditions, but to human conditions—the community, family and personal dynamics that impact financial behaviors.
AGI could anticipate the need for different types of advice, financial services and behavioral nudges and prompts in real time, 24 hours a day, seven days a week—and field and client questions or concerns in the clients’ preferred mode of communication and in a manner that addresses their emotions and experiences. Any and every client question or call, at any time, could be answered in language that the client will understand and in the modality that they want.
Furthermore, AGI would be able to deliver a hyper-personalized, concierge level of financial services to the kinds of clients that traditional wealth managers funnel towards robo-advisory solutions today.
Now, we can’t be sure of specifics, but it stands to reason that the superintelligence that Sam Altman predicts would not only be able to do all of what an AGI would offer to wealth managers and consumers, but even more. And if Altman is right, by 2030.
Let’s get to those headlines.
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Advisor.com
Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice, announces a strategic business partnership with WSJ Buy Side, The Wall Street Journal’s commerce site delivering informed, unbiased reviews to help readers make smart decisions about how to spend, save and grow their money.
Advisor.com’s partnership with WSJ Buy Side helps connect WSJ readers with fiduciary advisors. Under the program, the WSJ Buy Side editorial team delivers independent reviews and recommendations of financial products and services to readers. Advisor.com then helps WSJ Buy Side monetize some of these reviews and recommendations, which are created independently of Advisor.com and all other commercial partners.
Advisor.com
Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice, announced a $9 million seed round led by Walkabout Ventures, with participation from Long Ridge Private Equity Partners Founder and Managing Partner Jim Brown.
The capital infusion allows Advisor.com to further address the growing number of investors who aren’t being served by current market offerings. This includes the growing group of professionals with investible assets under $500,000.
Specifically, Advisor.com will leverage the investment to grow its marketplace by accelerating customer acquisition, enhancing its AI-powered advisor-matching technology, and expanding its network of top-tier advisors. The network includes market leaders Creative Planning, Edelman Financial Engines, Empower, Pure Financial, United Capital, and Vanguard.
Aladdin Wealth
Aladdin Wealth™, wealth management technology from BlackRock, is introducing Gen AI-driven functionalities designed to help financial advisors deliver more personalized, insightful, and efficient client service. The new “Auto Commentary” feature turns complex portfolio analytics and client-level investment preferences into concise insights, helping financial advisors craft relevant narratives to deepen client relationships by delivering more meaningful, differentiated conversations.
Auto Commentary brings together three powerful inputs: the Aladdin Wealth platform’s robust data and risk analytics, an individual firm’s CIO market outlook, and detailed information about the client’s portfolio holdings and investment preferences. Leveraging the power of Gen AI, Auto Commentary assesses hundreds of data points and summarizes them in a way that highlights the most relevant insights. Armed with these insights, financial advisors can deliver personalized service at scale, differentiating their value and increasing their impact to drive growth across clients.
Morgan Stanley’s proprietary Portfolio Risk Platform, which leverages a combination of BlackRock’s Aladdin risk analytics and Morgan Stanley data, will be the first to implement this new AI-powered capability. Starting in October, financial advisors will begin accessing Auto Commentary to bring AI innovation to the forefront of their client experience, enabling them to spend more time on critical client conversations.
Amplify
Amplify Platform (“Amplify”), the first enterprise growth platform built on an AI-native data lake, announced today that Jack Martin has been named the company’s first Chief Marketing Officer (CMO). Martin joins Amplify’s growing C-suite roster of industry veterans, as the firm continues its trajectory of record growth through 2025.
With more than three decades of industry experience, Martin brings to the role a unique view into the advisor mindset. A proven marketing leader with a financial advisor’s DNA, he will lead brand strategy, demand generation, and go-to-market execution for Amplify. As part of his remit, he will craft stories that fuel brand recognition, turn branding into qualified pipeline opportunities, and convert opportunities into durable growth.
Martin is the co-founder of Elite Advisor Group, where he led high-value multimillion-dollar campaigns for financial institutions, including asset and wealth managers. With experience in strategic partnership development, digital transformation and marketing, he joins Amplify with a goal to unite clear positioning with measurable programs and modern, compliance-ready content.
Apex Fintech Solutions
As investors of all types seek new opportunities and greater choice in their investment options, Monark Markets (“Monark”), a fintech startup that embeds private market investments and trading solutions within traditional brokerage and wealth platforms, and Apex Fintech Solutions Inc (“Apex”), an innovation launchpad for the global investment ecosystem, have teamed up to streamline investor access to a range of private markets.
The collaboration leverages the flexible API infrastructures of both companies, as well as the Monark Alts Marketplace and Apex AscendOS™ clearing, custody, and trading infrastructure. The result is a workflow that enables hundreds of brokerages and advisory firms in the Apex network to offer private investment opportunities to millions of retail clients. Market access for private company shares is expected to be available to Apex AscendOS clients beginning in late Q4 2025.
Through the Apex Alts platform that brings alternative investments into the same brokerage accounts as traditional asset classes, Apex is removing barriers and simplifying access to private market assets previously reserved for the ultra high-net-worth and institutional investors. The first private asset class unlocked by Monark and Apex will be the Pre-IPO market, enabling investment opportunities in companies like SpaceX, Perplexity and Stripe with minimums as low as $5,000. Accredited investors* in the Apex network will be able to invest in single-asset Special Purpose Vehicles (SPVs) that provide access to private companies with high-growth potential through a familiar digital experience, funding transactions from the cash balance in their Apex brokerage accounts.
Arch
Arch, the digital way to track all private markets investments, today announced its client advisory board. Comprising leaders from some of the most prominent and innovative firms across the private wealth and institutional investment ecosystem, the board will provide strategic guidance and product development input. Their insights will ensure Arch remains relentlessly client-first, with the goal of becoming the technology company most attuned to and responsive to the needs of private investors.
Arch’s client advisory board formalizes the company’s client-first mentality by bringing together leaders from across wealth management and institutional investing sectors for in-person discussions on new products and challenges facing key client types. The advisory board centers around Arch’s four client segments: Institutions and Allocators; Investment Advisors (including multi-family offices, RIAs and banks); Platforms; and Family Offices.
Following its recent $52 million Series B financing, the company is doubling down on product development to bring new workflow automation and artificial intelligence-powered insights to over 470 clients—including single- and multi-family offices, RIAs, banks, fund administrators, law firms, accounting firms and institutions. Featuring the industry’s first digital brokerage-style experience for every alternative asset class, Arch offers investors the same level of visibility into private markets as they expect when tracking public market investments in custodial platforms.
Broadridge
Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a leading cloud-based platform that leverages AI capabilities to power lead generation and deepen existing relationships for financial advisors. The partnership brings together WealthFeed’s AI prospecting and real-time money-in-motion insights with Broadridge’s market-leading AdvisorStream marketing platform, helping advisors find, educate and nurture investors through key life events.
Broadridge’s financial advisor marketing solution is live as a standard feature within WealthFeed’s SaaS platform for Independent Advisors, RIA home offices and enterprises. This collaboration will bolster WealthFeed’s lead generation and prospecting capabilities with premium licensed content and automated nurturing capabilities for advisors to engage with clients and prospects. Leveraging WealthFeed’s ability to monitor for money-in-motion events, advisors will also be able to identify moments in time to engage with clients and prospects. WealthFeed’s comprehensive data set has also been enhanced by Broadridge’s InvestorView data, providing predictive insights on a prospect’s potential investable assets.
Broadridge’s investment will help fund WealthFeed’s rapid growth and extensive product roadmap. By connecting unique lead-generation datasets with digital engagement and content marketing tools, Broadridge and WealthFeed are enabling advisor groups to accelerate new client acquisition and increase asset retention.
CAIS
CAIS, the leading alternative investment platform for independent financial advisors, today announced an expansion of alternative investment strategies from leading global asset managers, broadening access for advisors seeking to build more diversified client portfolios.
Over the last year, leading managers have introduced new strategies on the CAIS Marketplace, spanning private equity, private debt, real estate, and infrastructure—delivered through advisor-friendly structures such as interval funds, BDCs, and non-traded REITs.
The CAIS Marketplace menu expansion includes strategies from Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, Vista Equity Partners, and others.
The College for Financial Planning
The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to enhance the efficiency and effectiveness of financial advisors when serving clients. Built on the College’s trusted educational content, the CFFP Wealth Management Professional Assistant provides financial professionals with on-demand access to up-to-date information and scenario-based guidance. The tool is intended to complement advisors’ expertise, offering quick fact checks, conceptual refreshers, and support in navigating complex client questions.
The launch of the Professional Assistant comes on the heels of a recent Advisor360° survey highlighting a dramatic shift in financial advisors’ views on artificial intelligence. A strong 85 percent of advisors now say AI is helpful to their practice, up from 65 percent just a year ago, and 76 percent report experiencing immediate benefits from generative AI–enabled tools.
In response to the changing sentiment among financial advisors, the CFFP Wealth Management Professional Assistant functions as an interactive resource: Advisors enter their questions and receive clear, reliable answers in real time. For straightforward inquiries, such as retirement distribution rules or the impact of recent legislation, the tool delivers quick responses. In more complex cases, it further prompts advisors with clarifying questions, ensuring that the guidance is tailored to the situation at hand.
Communify
Communify, the leading provider of Financial AI, Digital and Data solutions for the financial industry, today announced the expansion of its flagship MIND AI Stories offering to include robust client-level data. Communify Stories, which translate complex data into clear and actionable narratives, leverage MIND AI to fundamentally change how financial information is understood and communicated.
Communify is the established engine for trusted AI in the financial sector, powering over 85% of the online brokerage market in North America and delivering more than 6 million AI-driven insights daily to financial institutions worldwide. The expansion of Stories marks the next evolution in the company’s mission to deliver precise insights and add mass value to investors and investment professionals by unifying the communication of market and client data.
Stock and Fund Stories, currently live with retail clients, have achieved significant success in engaging clients through scalable, differentiated experiences. Their compliance pre-approval reduces regulatory review, overhead and risk while delivering company and fund data via consumable, natural language narratives that are fully auditable. Communify has now expanded the same proven technology to drive unified client and market narratives via integrated portfolio and client-level stories.
DataDasher.AI
DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, today announced a new strategic partnership with Bento Engine, a leading fintech known for combining powerful timing insights with multi-format client engagement resources.
The integration equips financial advisors and wealth management professionals with seamless access to Bento Engine’s award-winning proprietary life-event timing signals, proven client communication resources and engagement tools, all within the DataDasher ecosystem.
The partnership reflects a shared commitment by DataDasher and Bento Engine to help financial advisors thrive in an increasingly competitive environment by providing time-saving technology that strengthens client trust, converts prospects, drives growth and simplifies daily workflows.
Dynasty Financial Partners
Dynasty Financial Partners, a champion of the independent wealth management movement, today announced the closing of a $125 million corporate credit facility supported by a syndicate of financial services firms including UMB Bank N.A., Flagstar Bank N.A., J.P. Morgan Chase Bank, and Goldman Sachs Bank USA. It marks Dynasty’s third commitment from UMB and its second from J.P. Morgan and Goldman Sachs. The firm is pleased to count Flagstar as a new lender backing its growth plans.
With 55 Network Partner firms representing over 500 advisors and over $120 billion in platform assets, Dynasty is one of the top liberators in the wealth management industry, helping advisors gain their independence while supporting them with tools to better grow their businesses and take better care of their clients. Dynasty’s network consists mostly of clients who own and operate independent registered investment advisories (RIAs) that leverage Dynasty’s integrated technology, services, robust turnkey asset management program (TAMP), digital lead generation services, capital solutions, and investment bank. This industry-leading, integrated RIA platform model provides synthetic scale and allows Dynasty-powered RIAs to be Independent But Not Alone®.
Dynasty will utilize the new credit facility to ramp up its development of proprietary services, in addition to other strategic investments through its Capital Strategies offering fueling the growth of its Network.
Evergreen Wealth
Serial fintech entrepreneur Bill Harris today announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth.
While many financial advisors and investment firms still focus on pre-tax returns, Evergreen Wealth seeks to maximize its clients’ net returns after paying the tax bill. Unlike ETFs and mutual funds, where every fundholder receives the same cookie-cutter product, Dynamic Portfolios contain hundreds of individual securities, which can then be hyper-personalized to match the goals of each client and tax-optimized across their entire portfolio. Evergreen Wealth employs multiple tax strategies, including direct indexing, to offset, reduce, defer, or, in some cases, even eliminate the taxes on their investments. For high-income taxpayers, particularly those in high-tax states, this “tax alpha” can be more consequential than the expected gains, if any, from trying to beat the market.
Evergreen Wealth’s advisors are fiduciaries, legally obligated to act in the best interests of their clients. They utilize the in-depth research provided by Evergreen Intelligence, the company’s financial knowledge base, and agentic AI tools to deliver personalized advice to their clients. Evergreen Intelligence’s hyper-personalized insights are also available on demand to Evergreen Wealth clients directly through desktop and mobile apps. Based on their financial information, each client receives personalized insights and advice, which is maintained in a private data vault to prevent exposure to any AI models on the open internet.
Fruitful
Today, Fruitful, the financial membership helping Americans understand, organize, and optimize their finances, launched Money Map, the first financial product that doesn’t just give advice, it executes it. Money Map transforms personalized financial advice into a visual, fully automated money system that can be activated with the click of a button. Unlike traditional tools that just offer guidance and leave the heavy lifting to the customer, Money Map takes personalized advice from a Fruitful financial expert and turns it into action. It allocates a member’s income across bills, spending, savings goals, and investments, and then sets up all the associated accounts, funds routing rules, and automated transfers with a single click. In as little as a week, members receive a fully functional, personalized money system – something never before offered in the financial services industry.
The financial industry has long focused on asset management and growing wealth for its customers, but for most Americans, that’s not their primary concern. What they truly need is income allocation: clear direction on where their money should go each month across bills, spending, savings, goals, and investments to support their lifestyle and reach their unique financial goals. Most young Americans are simply trying to figure out how to pay bills, manage debt, spend responsibly, and save for the future.
Money Map flips the script in two important ways. First, it’s built around income allocation, the everyday decisions that actually move people forward financially, not just investments, wealth management, or retirement planning. Second, it works with any financial institution, giving members the freedom to use the products they already have. Most fintechs stick to closed ecosystems because they’re easier to control and more profitable. Fruitful chose the harder path, building infrastructure across fragmented systems so members aren’t locked in. And because Fruitful earns revenue from membership fees, not product upsells, our incentives stay aligned with our members’ financial progress, not with selling them more stuff.
FusionIQ
FusionIQ, the leader in digital wealth management, today announced a strategic partnership with The Greens to provide a market-leading digital wealth platform experience in conjunction with The Greens’ custody and broker-dealer offerings, Green Pier. This collaboration is another step in FusionIQ’s efforts to build a true end-to-end digital wealth platform for modern investors, unlocking the new era of digital custody to deliver the flexibility clients need as they look to provide a differentiated wealth journey to serve the broad demands of today’s investor base.
The Greens is a cloud-native brokerage platform, incubated at the Fidelity Center for Applied Technology® (FCAT®), using modular APIs to facilitate real-time money movement, clearing, settlement, trading, and account management. By integrating these capabilities, FusionIQ will provide financial institutions and their customers with greater flexibility to adapt to market demand.
FusionIQ’s turnkey technology empowers financial institutions to simplify the wealth management and investing experience with a configurable private-label platform built in as little as six weeks. The collaboration with The Greens will further enable seamless experiences for employees and investors alike.
FutureVault
Interactive Financial Advisors (IFA), a firm recognized for its innovative approach to wealth management, today announced the launch of Client Life Management Vaults (MY CARES XP Vaults) in partnership with FutureVault, the leading provider of AI-powered Digital Vault solutions.
These new Vaults — delivered through a custom-branded web and mobile experience — reflect IFA’s belief that Financial Success is achievable if Clients, Advisors, and Resources work together with an Effective System (The CARES Process™). By integrating FutureVault’s secure, enterprise-grade platform into its unique model, IFA is transforming how clients organize the many facets of their financial and personal lives, how advisors deliver value, and how critical information (documents) is delivered, accessed, and exchanged.
This initiative represents a bold step forward for IFA in reimagining the future of financial advice and client service. By marrying the firm’s mission-driven model with FutureVault’s award-winning technology, IFA is leading the way in creating a new standard for collaboration, organization, and client empowerment in wealth management.
Groundfloor
Groundfloor, the award-winning private market investment platform with more than $1.8 billion in investment volume, today announced the appointment of J. Robert Varghese as its new Head of Investments. In this role, Robert will oversee and manage Groundfloor’s investment portfolio, lead investor education initiatives, and develop strategic partnerships to further enhance Groundfloor’s products and the investor experience.
Robert brings more than 30 years of experience as an investment strategist, portfolio manager, and advisor across global markets, private equity, real estate, and alternative investments. Most recently, he was Managing Partner at Tier One Capital Advisory, where he provided portfolio and fund management expertise to family offices, endowments, foundations and high-net-worth investors.
During his career, Robert has led investor relations and marketing for alternative fund managers, scaled assets under management by double digits in less than a year, and overseen $300 million in real estate transactions. Previous roles include Chief Investment Officer at Arcus Capital Partners, Vice President and Senior Equity Research Analyst at SunTrust Bank, and Partner and Director of Quantitative Research at Cadence Capital Management, where the mutual fund he managed grew from $2 million to $300 million and earned a 5-star Morningstar rating.
Hamachi.ai
Hamachi.ai (“Hamachi”) today announced its official launch, unveiling a breakthrough AI-powered communication platform that streamlines and accelerates dialogue across the wealth management ecosystem. Founded by fintech innovators Eric Clarke (Orion), Brian McLaughlin (Redtail), Mike Wilson (AdvisoryWorld), and Mustapha Baassiri (Advizr), Hamachi empowers asset managers and advisors to deliver personalized, compliant and timely client communications at scale.
Wealth management firms face increasing pressure to provide personalized advice efficiently at scale. Advisors spend up to 12 hours a week on research distribution, email drafting and compliance review—time that slows delivery of insights as the industry contends with a growing investor base and shrinking advisor workforce. The demand for scalable, personalized communication has never been greater.
The company’s mission echoes the early 2000s, when its founders helped thousands of RIAs shift from installed software to the cloud. Today, they view AI as the next inflection point, with rapid, accurate communication as the entry point to greater efficiency and insight to advisors, asset managers and investors.
Praxis Solutions
Praxis Solutions is excited to announce its most recent expansion with the acquisition of WEALTHAWK, an AI technology platform that identifies “money-in-motion” events identifying clients at the moments they most need professional financial guidance.
WEALTHAWK has already earned industry recognition, including Financial Planning’s Innovation Award in Lead Gen Tech, and was spotlighted by influential thought leader Michael Kitces, who called its approach “a new category” on his FinTech Map.
Purpose-built for advisors, WEALTHAWK pinpoints numerous key financial life events such as IPOs, M&A events, estate transitions along with numerous other events. With over 400,000 prospects in its database and the backing of Praxis’ powerful distribution engine, WEALTHAWK offers precision in helping advisors find clients during life’s most critical financial transitions.
Sarkee Capital
Sarkee Capital, a London-based investment advisory firm, today announced the global launch of its flagship G4 Quantitative Trading System, entering version 5.0 and marking a major milestone in its mission to transform wealth management worldwide.
Renowned for integrating traditional finance with advanced quantitative tools, Sarkee Capital has served more than 100,000 clients globally, with over 13,000 achieving significant wealth growth through its diversified strategies. The firm’s investment approach spans equities, real estate, commodities, forex, and digital assets, underpinned by rigorous risk management.
At the heart of its expansion is the G4 system, boasting a decision success rate exceeding 80%.
SEI
SEI® (NASDAQ:SEIC) today announced a strategic partnership between SEI Investments (Europe) Limited (SIEL) and Graphene, a U.K.-based Infrastructure-as-a-Service provider, to power the growth of Graphene’s offering for wealth managers, family offices, and independent financial advisers. Additionally, SEI Ventures Inc., SEI’s venture capital program based in the U.S., made a strategic investment in Graphene.
Graphene will adopt the SEI Wealth PlatformSM to provide clients with a fully integrated wealth management infrastructure, allowing firms of any size to access institutional-grade operations and technology with the flexibility to build, own, and manage their own data-driven platforms, while also benefiting from a faster onboarding experience.
In addition to SIEL’s strategic partnership with Graphene, SEI Ventures Inc. made a strategic investment in the infrastructure provider. SEI Ventures is SEI’s venture capital program based in the U.S. that focuses on creating new, sustainable growth engines by exploring the emerging frontiers of wealth and its impact. In early 2025, SEI Ventures also made an investment in Ctrl Alt, a leading tokenization platform.
Staxx
Hailey and Myla Barnett announce the launch of their new app and financial services digital platform, Staxx™ App, that brings financial empowerment, organization and education to thousands involved in youth sports and under 30 earners. Their mission is to reach thousands, helping users build stronger financial foundations and navigate the often-complex world of youth athletics.
STAXX™ is a next-generation platform for financial and brand health — purpose-built for athletes in the NIL era. More than just an app, STAXX is a digital financial partner powered by Ace, our AI-driven, voice-enabled coach delivering real-time guidance on tax compliance, savings, investments, and brand strategy. Designed to bring transparency, compliance, and financial literacy to today’s athletes, STAXX empowers users with the tools and insights they need to protect their earnings and build lasting financial strength.
More than a fintech SaaS, STAXX is a compliance assurance platform, designed by athletes who lived the NIL experience and a policy expert who has shaped national education and fiscal strategies. With Congress actively debating NIL regulations, STAXX delivers the first athlete-centered solution that aligns institutional compliance with public interest — while empowering athletes with agency and education.
TIFIN @Work
Advanced Strategies Group (ASG) and TIFIN @Work today announced a strategic partnership to challenge outdated retirement and benefit structures in the legal profession. Designed to help firms reimagine how they recruit, reward, and retain talent—while giving attorneys clearer pathways to plan for retirement—the new Law Firm Benefits and Planning Platform responds to a simple reality: most plans for attorneys are too generic, too inflexible, and too outdated for the sophistication of the industry they serve.
To bring this AI platform to market, ASG and TIFIN @Work are joining forces with leading institutions like Franklin Templeton, Equitable, and Charles Schwab to challenge convention and deliver measurable change in how law firms approach benefits and retirement.
On the ASG side, the initiative is driven by Jeff Acheson, CEO of Advanced Strategies Group, a nationally recognized voice in retirement and benefits design. With more than four decades of experience advising firms and serving as past president of both the National Association of Plan Advisors (NAPA) and the American Retirement Association, Acheson has built a career around challenging conventional models and creating practitioner-led alternatives.
Tilt
Tilt, the AI-powered direct indexing platform, has raised a $7.1 million Seed round led by Portage and Lerer Hippeau, with participation from Golden Ventures, Real Ventures, Cumberland Investments, and FJ Labs. The company will officially launch the platform behind a waitlist on September 22nd at Portage’s Confluence event.
Tilt is pioneering a new approach to wealth management by enabling advisors, TAMPs, and RIAs to deliver scalable, zero-minimum indices with real-time tax optimization, starting at 3 basis points. With Tilt’s platform, anyone can build an index for anything in minutes through an AI-driven thematic research process—democratizing access to institutional-grade indexing and personalization.
At the core of Tilt’s technology is an embedding engine that continuously ingests, parses and scores an opinionated set of documents, from SEC filings to news articles and social media, surfacing both consensus and emerging themes in the process. This always-on processing allows Tilt to power new types of structured products, rebalance indices at higher frequencies, and unlock the long tail of personalization that advisors and investors increasingly demand.
Vanilla
Vanilla, the leading estate planning technology platform trusted by several of the country’s largest wealth management firms, today announced the opening of the waitlist for Vanilla Starter, a groundbreaking solution designed to make professional estate planning services accessible for boutique RIA firms. Built on the same proven, institutional-grade technology that serves ultra-high-net-worth clients, Vanilla Starter will launch with pricing starting at $99 per month.
Solo practices and small RIA firms have long faced a critical challenge: wanting to offer estate planning services in-house but lacking the resources, expertise, or technology to compete with larger firms. Vanilla Starter eliminates these barriers by providing essential estate planning tools specifically designed for small practices ready to launch professional estate planning services.
The solution is built on Vanilla’s proven technology platform that has processed over 45,000 estate documents and modeled $250+ billion in client assets, ensuring reliability and professional results from day one.
Vise
Vise, the AI-powered platform that delivers personalized portfolios at scale, today announced a strategic partnership with global crypto asset manager, Bitwise Asset Management. The announcement comes as Vise’s platform assets surpass $30 billion, fueling the next phase of growth for the company.1 For the first time, Registered Investment Advisors (RIAs) and Enterprise RIAs will have access to Bitwise’s cryptocurrency strategies and be able to seamlessly incorporate digital asset offerings directly into client portfolios on the Vise platform.
The integration represents a fundamental shift in how investment portfolios are constructed for the modern era, where sophisticated investment strategies span all asset classes—including equities, fixed income, alternatives, and now digital assets—in one unified, end-to-end platform designed for RIAs and Enterprise RIAs. By leveraging Vise’s technology, advisors can now access, customize, and manage crypto exposures with the same ease and precision as traditional investments, all while maintaining a holistic view of client goals and risk profiles.
As the first crypto sponsor on Vise, Bitwise brings over a decade of digital asset investment expertise to a broader audience of financial professionals. This milestone underscores the increasing integration of crypto into mainstream investment strategies, allowing RIAs to meet evolving client demands for diversified, forward-looking portfolios.
Voya Financial
Voya Financial, Inc. (NYSE: VOYA) today announced the launch of its WealthPath platform, a significant advancement for Voya Financial Advisors representatives and the clients it serves. Developed in collaboration with Orion, WealthPath enables Voya’s advisors to deliver integrated financial guidance and solutions that meet the needs of their clients — to and through retirement.
This milestone follows Voya’s December 2024 announcement to establish a differentiated technology platform that elevates the delivery of financial advice for individuals — whether planning for retirement or managing wealth outside of workplace plans.
Voya’s WealthPath platform will be fundamental to attracting and retaining top industry talent and fostering a collaborative, team-based approach to client service. By integrating financial planning, investment strategy execution, portfolio review and relationship management, WealthPath enhances the client experience through a holistic service model.
Wealth.com
Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions. Wealth.com will be supporting Osaic’s network of 11,000 affiliated financial professionals. This selection underscores Wealth.com’s role as the category leader in modern estate planning technology and reflects Osaic’s commitment to equipping advisors with the industry’s most advanced tools.
Amid rising demand for estate planning—with nearly half of high-net-worth investors seeking tax planning, trust and estate planning from their primary advisors—this collaboration brings estate planning into the center of Osaic’s advisor-client relationships, helping advisors deepen trust, deliver holistic advice and unlock new growth opportunities.
The collaboration also includes Osaic’s National Planning Institute exclusively licensing Wealth.com’s Family Office Suite™, which is designed to support ultra-high-net-worth and complex client needs. This suite enables collaborative planning among family members and professional teams, advanced modeling for intergenerational wealth transfer, and centralized governance to help families protect and grow their legacies.
Wealthbox
Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in Wayne, Pennsylvania. Under this agreement, more than 100 of Alden’s advisors and staff will use Wealthbox Enterprise to streamline client management and enhance firm-wide collaboration.
Alden Investment Group selected Wealthbox for its intuitive interface, ease of adoption, and modern workflows that improve productivity across teams. The firm was also drawn to the advanced reporting capabilities and administrative controls that provide visibility and oversight across large advisory teams.
