Happy birthday!
We’re writing this on our spouse’s birthday (she’s sleeping in), but it works just as well to say a happy early birthday to our home and country of origin, the United States of America.
250 years young! That’s a big one!
Welcome to a shamelessly patriotic Advisor Tech Talk—and boy, though we have designs on beating the heat cooling off at the beach during the biggest holiday of the summer in the U.S., there’s really no avoiding it: Wealthtech is scorching.
And that is as it should be.
Two of the first long-term British settlements on North America were Plymouth and Jamestown. The former was founded by religious separatists, the “Pilgrims,” but the second was founded by participants in a joint stock company. Even before it was a twinkle in its founders’ eyes, the primordial beginnings of the U.S. were founded on fringe Christianity and free enterprise.
And boy, does that explain a lot today, doesn’t it?
Anyway, we focus a lot on the political underpinnings of the American Revolution but often discount that there were also economic and financial principles at play beyond concerns about representation and taxation—self-determination meant more than the ability to elect your own leaders, it also meant the ability to chart one’s own path, enjoy the fruits of one’s labors and run one’s own business without too much interference from above. Many of the U.S. founding fathers were unambiguous in their belief in the right to private property and the ability to pass that property unencumbered to future generations.
In the founders’ belief that institutions exist to serve the people, rather than themselves or a privileged class, we also find a whiff of the soul of fiduciary advice.
So, in their own way, wealth managers are helping to carry on the spirit of 1776.
But that’s the old news. On to new business!
As we look around at some of the general wealthtech and fintech trends this week, we find AI more deeply entrenched within financial services, with AI initiatives coming not just from technology companies, but financial companies themselves. At the same time, the democratization of alternative investments continues at a rapid pace—merely offering access to alts isn’t enough to differentiate one tech platform from another, let alone investment practitioners.
There were a slew of integrations announced this week, purporting to do things like remove friction and improve operational efficiency for financial advisors. Many of the AI-related announcements below are not really automating entire advisor workflows, they are instead more focused on automating minor tasks, enabling integrations, or injecting intelligence into financial processes.
We also found some significant capital flowing into wealth management technology, particularly in the case of Arca, which emerged from stealth with a $64 million funding announcement.
Readers should also pay attention to the two announcements regarding Edward Jones this week (one is listed under Carefull), where the giant RIA is investing in technology to directly serve clients in areas beyond financial planning and investment management.
We’ll break away here, it’s time to plan some candles and cake, not to mention Roman candles, skyrockets and mortar shells.
Let’s get to those headlines.
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Akemona
Akemona today announced the launch of CapMark™ AI Agent, an AI-powered product that helps investment banks, asset managers, broker-dealers, and businesses create and organize digital asset offerings for raising funds and issuing tokenized products such as fractionalized stocks, tokenized funds, and options. CapMark AI Agent is available as part of Akemona’s AI Investment Banker for Digital Assets platform, which Akemona provides to financial institutions and businesses as a white-label subscription service.
The launch of CapMark AI Agent arrives amid significant regulatory and market momentum. The SEC is currently advancing a landmark shift for tokenization by exploring an Innovation Exemption—including the proposed repeal of core Regulation NMS rules—to permit third parties to tokenize U.S. stocks without issuer approval, paving the way for 24/7 global trading on blockchain rails. This regulatory tailwind aligns with massive existing demand. According to CoinMarketCap data, the market capitalization for tokenized stocks already exceeds $6.4 billion.
CapMark AI Agent automates the offering creation process, including issuer due diligence, offering structure analysis, regulatory document preparation, bookbuilding, and workflow coordination. CapMark is the AI automation engine of the Akemona platform, which includes Akemona’s Tokenization Cloud, Issuer Hub, Investor Portal, Admin Console, Escrow Manager, and OnchainTA digital transfer agent. It enables businesses and financial institutions to create, launch, manage, and service digital asset offerings through one integrated system.
Arca
Arca, an AI-native wealth management company that brings personalized, advisor-led financial services, today exited stealth and announced it secured $64 million across its seed round and Series A.
The $48.5 million Series A was led by General Catalyst, with strong backing from Index Ventures and Venrock. Venrock also led the company’s $15.5 million seed round.
Arca manages over $1 billion in client assets, with 28 employees across wealth management operations, product and engineering. This funding will help grow Arca’s client base, expand its advisory team, and continue to develop its platform and brand.
Asset-Map
Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, today announced the launch of Asset-Map Growth Partners, a curated program connecting advisors with vetted companies purpose-built to help them grow. It supports advisors at every stage of that growth: expanding their reach, executing outstanding client service, and elevating their business. Growth Studio debuts alongside the program, Asset-Map’s own subscription marketing service built for advisors who want a systematic way to attract the clients who are ready for an Asset-Map experience.
Growth is the defining challenge for financial advisors today. The average RIA grew its client base by just 4.8% in 2024, according to the Schwab RIA Benchmarking Study. Attracting the right clients, earning their trust quickly, and turning planning conversations into lasting relationships requires more than good intentions. It requires clarity. Asset-Map was built to deliver it.
Growth Partners launches with four inaugural members, Anasova, Banrion Capital Management, PSBLTY, and WealthReach, alongside Asset-Map’s own Growth Studio, united around a single purpose: helping advisors use Asset-Map to build practices that grow with intention. Each Growth Partner was chosen because they strengthen what Asset-Map makes possible.
AssetPlus
AssetPlus announced the launch of AI Assist, an AI capability designed to help Mutual Fund Distributors (MFDs) work faster, reduce routine effort, and serve clients with greater consistency.
The launch comes at a time when AI adoption among MFDs is accelerating rapidly. Based on internal polling during AssetPlus Partner Prestige events held across the country, 82% of participating partners reported using AI frequently or heavily in their work. Yet only 14% believed AI could independently manage client portfolios today, highlighting an important reality: MFDs are ready to use AI, but not to hand over client judgement to AI.
AssetPlus saw this not as a limitation of AI, but as a design principle.
Atomic Insights
Atomic Insights has launched ACH payments on Schwab Advisor Services’ newly built Move Money Transfers API and is the first fintech to go live on the new infrastructure, enabling ACH (Automated Clearing House) payments to transmit directly from the Atomic Platform into Schwab.
The launch begins with ACH, the first of four payment types being rolled out via Schwab’s API framework. Wires, journals, and checks will follow.
With this integration, operations and cashiering teams at RIAs and Family Offices no longer need to re-enter payment details into Schwab’s portal to complete transactions. Payments move directly from instruction to execution via a single, unified workflow housed within Atomic Insights.
Caplight Technologies
Caplight Technologies has closed a $16 million Series A led by BlackRock and Fin Capital, with strategic participation from UBS Investment Bank. The round extends its lead in venture secondary data and fuels expansion across private market data and agentic workflows for research and transactions.
Caplight’s data shows VC has tripled into a $12+ trillion asset class in three years, outpacing the infrastructure built to navigate it. Caplight unifies private markets data and investing in one platform: 100,000 company and investor profiles, $4 trillion in funding round data, $300+ billion in proprietary secondary data, and $5+ billion in daily live transaction flow. Customers collectively manage over $52 trillion in assets and access Caplight via platform, API, and MCP server.
BlackRock joins as a strategic investor, supporting the company’s mission to improve private market transparency, data infrastructure, and secondary market liquidity. The investment establishes a framework for future collaboration across BlackRock’s private markets and technology ecosystem, including Aladdin and Preqin.
Carefull
Edward Jones today announced a commercial relationship with Carefull, a complimentary digital protection platform provided to all U.S. clients, designed to help individuals and families protect their financial well-being while preserving independence and trust. As financial fraud and scams continue to rise at unprecedented rates — particularly among older adults — this tool provides comprehensive financial protection against scams, identity theft, and financial mistakes, while helping families coordinate care across generations.
Financial fraud is a growing concern for Americans according to research from Edward Jones and Morning Consult. Nearly 1 in 4 Americans reported being victims of fraud, and almost half (46%) said they’ve either experienced it themselves or know someone who has.
Carefull is a financial safety platform that helps monitor accounts for warning signs such as suspicious transactions, behavior changes associated with scams, and even mistakes people make themselves – including those that can come with aging. The tool allows clients to choose to send selected alerts or information to trusted loved ones, creating shared awareness without transferring control.
Corastone
Corastone, the hyperscaler for private-market investing, today announced a partnership with UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (NASDAQ: UMBF), a national leader in registered and alternative investment fund administration services, to connect UMBFS to Corastone’s private, permissioned distributed ledger technology (DLT) network. The collaboration between Corastone, UMBFS, and Envision replaces manual, document-based workflows and one-off integrations with a shared data standard that supports straight-through processing for all market participants involved in a given transaction. Corastone will act as the underlying transaction infrastructure, enabling market participants to connect and exchange data while preserving their existing client relationships and service models.
UMBFS will act as a transfer agent and fund administrator on the platform, enabling straight-through processing of alternative investment transactions across the entire fund servicing lifecycle. UMBFS’s transfer agency operations are supported by Envision Financial Systems’ investor recordkeeping platform, which helps drive automation and operational efficiency across servicing workflows. StepStone Group (Nasdaq: STEP), a leading global private markets investment firm, is the first UMBFS client to connect to the Corastone network — using Corastone’s shared distributed ledger technology to streamline subscriptions, reduce manual reconciliation, and improve data accuracy across all parties to a transaction.
After initially connecting to Corastone’s network, UMBFS and any of their clients connected to Corastone can exchange standardized investor and transaction data in real time. This eliminates rekeying and minimizes reconciliation breaks, creating a uniform, trusted source of fund information for every participant in the workflow.
Edward Jones
Aquiline today announced that Edward Jones has made an investment in Quicken, an Aquiline portfolio company.
Founded in 1983 and based in Menlo Park, Calif., Quicken is the leading provider of personal financial management software, enabling users to manage spending, create and maintain a budget, track investments, pay bills, and plan for retirement. More than two million customers ranging from young adults first entering the job market to some of the wealthiest Americans subscribe to the company’s financial software products.
Edward Jones’ investment reflects the firm’s continued commitment to evolving its client experience through strategic investments in tools, products and technology that complement its advisor-led model. The firm intends to work closely with Quicken to expand access to intuitive personal financial management capabilities that help clients better understand and manage their day-to-day finances. By providing greater visibility into spending, saving and investing habits, these tools can help clients make more informed financial decisions and stay on track toward their long-term financial goals. The investment also supports Edward Jones’ efforts to meet the evolving expectations of younger investors while enhancing, not replacing, the personalized relationships at the core of the client experience.
Fiduciary Exchange
Fiduciary Exchange LLC (FIDx), the insurance technology platform that powers digital annuity distribution for the wealth management industry, today announced an integration with Beacon Research, the industry’s leading source of annuity rate and product data. The integration brings real-time fixed, indexed, and registered index-linked annuity (RILA) rate data directly into the FIDx Insurance Exchange, the platform advisors already use to research, propose, transact, and service annuities, making rate-driven decisions a native part of the advisor workflow.
Until now, evaluating annuity rates has often required advisors to jump between disconnected systems, pulling rates in one place, comparing products in another, and assembling proposals in a third. The new integration eliminates that detour, putting Beacon’s rate intelligence in advisors’ hands in real time.
The integration is available to financial professionals at FIDx’s distribution partners that have enabled Beacon Research at the firm level.
FusionIQ
FusionIQ, the innovative digital wealth management platform empowering financial institutions and advisors, today announced the completed acquisition of Marstone, Inc., one of the industry’s most celebrated and pioneering independent digital wealth technology providers. This combination brings together two complementary platforms to deliver an unparalleled WealthTech experience for banks, credit unions, wealth managers, and the clients they serve.
The acquisition marks an exciting development in the WealthTech sector that reflects the momentum both companies have built and signals a new era of accessible, AI-enabled financial planning and digital finance for all.
Founded in 2013 in Providence, Rhode Island, Marstone was built on a bold mission: to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Under the visionary leadership of Co-Founder and CEO Margaret J. Hartigan and Co-Founder and Chief Strategy Officer Christopher D. LaVine, Marstone grew from an early idea into one of the most respected enterprise-ready platforms in WealthTech. Powered by Marstone™ enabled community banks, credit unions, and financial institutions of all sizes to rapidly deploy world-class digital wealth services with deep integrations across leading custodians including Pershing, asset managers including BlackRock and banking systems such as Q2 and Jack Henry.
Future Proof
Future Proof, the wealth management industry’s largest community and event platform, today announced the launch of Future Proof Research, a new data and intelligence arm dedicated to tracking the forces reshaping the business of financial advice. Its first initiative: The State of AI in Wealth Management, which will be co-commissioned with Impruve, selected on the merit of their pioneering role in the emerging category of AI Stewardship for wealth management, opens for responses today, and will become a semi-annual benchmark for how wealth firms and the professionals inside them adopt, govern, deploy, and profit from artificial intelligence.
AI is moving through wealth management faster than any technology shift before it, yet most firms are navigating it without a clear picture of where they stand against their peers. Future Proof Research was built to close that gap with rigorous, repeatable data rather than headlines and hype. The inaugural findings will debut live on the main stage at the 2026 Future Proof Festival, September 14–17 in Huntington Beach, California, with a new edition released alongside each flagship Future Proof event going forward.
The research is designed around two lenses at once. The Firm Lens measures where firms are on their AI journey: strategy, spend, governance, and outcomes, and powers a proprietary AI Maturity Index. The Individual Lens measures how professionals in every role and function are adopting AI and who is driving the change, powering a companion AI Champion Index. Together they let a leader open the report and answer two questions at once: “Where do firms like mine stand?” and “Where do people in my role stand?”
Gridline
Gridline, the turnkey platform wealth management firms rely on to manage the private markets lifecycle, today announced a strategic partnership and technology integration with Hamilton Lane (Nasdaq: HLNE), a leading global private markets investment firm.
Drawing on Hamilton Lane’s extensive proprietary private markets data, Gridline has enhanced its AI-powered diligence solution, AltComply, with a new benchmarking engine. Hamilton Lane’s dataset offers one of the most comprehensive and timely views of the private markets.
Launched in March 2026, AltComply helps registered investment advisors (RIAs), multi-family offices and private banks scale private markets diligence without sacrificing judgment, regulatory defensibility or speed. Through AltComply’s integration with Hamilton Lane, wealth managers, investment teams and compliance organizations can benchmark fund managers against relevant peer groups and vintage-year cohorts, gain historical performance context and support more informed due diligence decisions.
Haven Tower
Haven Tower Group (“Haven Tower”), the leading full-service strategic communications firm focused exclusively on the wealth management space, today announced the promotion of Mitch Manning to Chief Engagement Officer & Partner, as well as the appointment of Grant Cox as Principal.
Together, the moves reflect Haven Tower’s growth and expand the leadership team responsible for shaping client strategy, driving media visibility and advancing the firm’s next stage of expansion.
Haven Tower is a multi-award-winning agency providing public relations, transactional and crisis communications, digital marketing and strategic brand communications to clients across wealth management.
Humanity Labs
Humanity Labs, an AI Workforce company, announced today that Dimple Shah has joined the company in the newly created Managing Director, Wealth position. Shah will focus on partnering with wealth management firms to use an AI Workforce to expand operating leverage by creating capacity in the back, middle and front office.
Shah brings more than 25 years of wealth management, strategy and transformation experience to Humanity Labs, most recently in a senior leadership position at Osaic. She previously held executive roles at LPL Financial, Oliver Wyman, Hewlett-Packard, and PayPal. Her background spans enterprise strategy, client experience, platform transformation and operating model design across large-scale financial services organizations.
Humanity Labs works with RIAs, independent broker-dealers and wealth management enterprises to rethink how work gets done across the front, middle and back office. Its AI Workforce managed service model is designed to operate inside a firm’s existing systems and workflows, taking on complex, time-consuming functions such as client onboarding, account opening, compliance review, client reporting, meeting preparation, billing, alternative investment operations and M&A support, among other functions.
iCapital
iCapital1, the global fintech company shaping the future of investing, today announced an integrated partnership with UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (NASDAQ: UMBF) and a national leader in registered and alternative investment fund administration services, to further expand the deployment of its distributed ledger technology (DLT) into the operating layer of fund administration. This collaboration extends iCapital’s blockchain-enabled network to support UMBFS’s fund ecosystem, connecting a critical part of the alternatives ecosystem through a shared data framework designed to improve operational efficiency and scalability.
As advisor and client demand for alternative investments grows, operational complexities across the ecosystem continue to obstruct the investment lifecycle. Industry participants face mounting pressure to scale onboarding, servicing, and data management processes without additional operational burden. By leveraging distributed ledger technology to standardize key workflows, iCapital and UMBFS are establishing the infrastructure needed to support the next phase of industry growth.
The integration enables UMBFS to leverage iCapital’s DLT-enabled infrastructure to facilitate the secure exchange of investor and fund data across participants. By creating a shared data model across onboarding, subscription processing, and servicing workflows, the solution reduces manual touchpoints, minimizes reconciliation requirements, and improves operational coordination throughout the investment lifecycle.
iCapital
Madison Capital Group, a Charlotte-based vertically integrated real estate investment and development firm, today announced that its Car Wash & Convenience Opportunity Fund, LLC is now available on iCapital Marketplace, providing financial advisors and wealth managers with streamlined access to the firm’s latest tax-advantaged real estate investment strategy.
The Car Wash & Convenience Opportunity Fund is targeting $200 million in capital commitments and seeks to build a diversified portfolio of gas station convenience store and express car wash properties across high-growth markets that are eligible for 100% bonus depreciation under Section 168(k) of the Internal Revenue Code, as amended by the Tax Cuts and Jobs Act of 2017 and the One Big Beautiful Bill Act of 2025.
The fund is designed to capitalize on the resilience and recurring consumer demand associated with convenience stores and express car washes. Madison Capital Group believes these asset classes offer attractive long-term fundamentals while also creating opportunities to enhance after-tax investor outcomes through accelerated depreciation strategies.
Jeremy Yono Financial Planning
Jeremy Yono Financial Planning, a Detroit-based financial services firm specializing in long-term wealth management and strategic financial planning, has announced the launch of its enhanced Client Resource Platform, a digital initiative designed to provide individuals and businesses with expanded access to budgeting resources, retirement planning tools, and practical financial education materials.
The updated platform reflects the firm’s ongoing commitment to helping clients make informed financial decisions through accessible, research-driven resources that support long-term financial stability. By offering educational content and planning tools in a centralized digital environment, Jeremy Yono Financial Planning aims to make critical financial information more readily available to clients navigating an increasingly complex economic landscape.
The launch represents a strategic expansion of the firm’s client support infrastructure and aligns with its broader mission of promoting financial literacy, responsible money management, and sustainable wealth-building practices.
Jump
Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, today announced a series of new product innovations designed to save advisor time, improve the client experience and help firms grow.
Jump continues to expand automation across every stage of the client lifecycle – from prospect engagement and onboarding to meeting preparation, follow-up and ongoing relationship management. The latest innovations further reduce administrative work, eliminate friction between systems and help advisors spend more time serving clients and growing their businesses.
To further embed AI into advisor workflows, Jump is expanding its connectivity across the wealth management technology ecosystem. New and enhanced integrations with Redtail, eMoney, RightCapital, Orion, Holistiplan, MedicarePRO and other advisor technology platforms allow advisors to access information, surface insights and execute tasks without leaving their existing workflows.
Luma
Luma Financial Technologies today announced a new relationship through which TD Securities Inc. (TD Securities) will make Luma’s lifecycle management, analytics and performance reporting capabilities available to investment professionals across all of Canada’s premier wealth management firms.
This relationship will give investment professionals across TD Securities’ Canadian structured products distribution relationships a single hub to manage their entire structured product holdings, including TD Securities-issued notes and third-party notes.
Luma is an independent, multi-issuer technology provider that helps financial professionals and distribution firms research, manage and transact across structured products, annuities and life insurance. In structured products, Luma supports the full product lifecycle, from education and product discovery to order management, performance reporting, analytics and event monitoring across multiple issuers.
NContracts
Ncontracts, the leading provider of integrated compliance, risk, and vendor management solutions to the financial industry, today announced the release of The Upside of Third-Party Risk Management: The Practitioner’s Guide to Turning Vendor Risk into Strategic Value, the third book in the company’s Upside Series: Strategic Success for Financial Institutions.
Co-authored by risk management veteran Michael Carpenter and Ncontracts founder and CEO Michael Berman, the book builds on the series’ core premise that compliance and risk functions are strategic assets, not administrative burdens. Written for real-world practitioners, the guide provides actionable frameworks they can use to protect their organization from operational disruption and create a measurable competitive advantage.
The book walks through the vendor management lifecycle end to end, from strategy and risk appetite to due diligence, contracting, and performance monitoring. A central theme is ecosystem thinking, recognizing that vendors don’t operate in isolation, and that risk accumulates across integrations, dependencies, and shared systems in ways that traditional oversight approaches often miss.
PureFacts
PureFacts Financial Solutions (“PureFacts”), an award-winning provider of end-to-end revenue management solutions for the investment industry, announced today the appointment of JJ Jeffries as Chief Revenue Officer (CRO) and Simona Barcau as Chief Customer Officer (CCO).
The appointments reflect PureFacts’ continued investment in strategic growth, customer success and long-term client outcomes as wealth management, asset management and asset servicing firms look for more integrated ways to manage, optimize and grow revenue.
Jeffries, who joined PureFacts as Chief Customer Officer in 2025, brings more than 15 years of experience across client success, business transformation, partnerships and growth strategy. As Chief Revenue Officer, he will lead sales, growth strategy, strategic partnerships and go-to-market execution, creating tighter alignment between PureFacts’ customer priorities and commercial strategy.
SEI
SEI® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI’s Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO of Stratos, while working closely with leaders across advisor product, technology, asset management, and sales teams.
In this newly created role, Wrzesniewski will advance Stratos’ technology strategy, with a focus on advisor technology oversight, platform alignment, and long-term capability development. He will also oversee SEI’s advisor-facing technologies to help ensure the platforms are scalable, resilient, and deliver a consistent, high-quality advisor experience. Operating at the intersection of technology, product, and business strategy, he will help ensure Stratos technology investments align with advisor needs and SEI’s enterprise objectives.
Wrzesniewski joined SEI in 1992 and has served in a variety of leadership roles across its Advisor and Private Banking businesses as well as its Investment Management Unit. Most recently, he led the Global Solutions team for SEI’s Private Banking and Wealth Management business, overseeing the strategic vision, development, and implementation of SEI’s global banking solutions.
SS&C
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced assets on SS&C Black Diamond Wealth Solutions’ Turnkey Asset Management Platform (TAMP) have grown 2000% to over $2 billion in its first year.
The milestone reflects registered investment advisors’ (RIA) growing demand for institutional-level portfolio management, tax efficiency, and customization on a single platform, without adding operational complexity or losing control of the client experience.
The TAMP, powered by SS&C ALPS Advisors, is part of the broader Black Diamond Wealth Solutions ecosystem. The offering combines portfolio management, trading, reporting, CRM and alternative investment servicing in a unified platform built to support firms of all sizes. Unlike traditional TAMPs, SS&C Black Diamond offers a flexible approach to service adoption. Advisors using Black Diamond can integrate managed accounts, trading, model implementation, and tax-aware strategies in stages without leaving their platform environment.
Tetrix
Tetrix, the AI investment platform for alpha-seeking limited partners in alternative markets, today announced it has raised a $15 million Series A round co-led by White Star Capital and Innovation Endeavors with participation from several high-profile angel investors. The funding will accelerate product development, team expansion, and global growth as Tetrix scales to support its clients in the rapidly expanding alternative markets ecosystem.
Recent regulatory shifts are beginning to expand access to private market investments, increasing both the scale and complexity of the asset class. Private markets have grown at a double-digit pace compared to public markets over the past decade; however, their infrastructure lags a couple decades behind public markets’ infrastructure and has not seen the same level of investment in technology and transparency.
Tetrix addresses this challenge with its AI-native intelligence platform designed specifically for private markets. The platform empowers institutional investors to collect proprietary data, extract complex financial information, structure that data into a unified data system, and proactively deliver timely insights. Unlike incumbent systems or horizontal AI tools, Tetrix offers an end-to-end, vertically integrated AI solution tailored to the space’s unique complexity.
Valence
Valence today announced its launch, introducing a fundamentally new operating model for wealth management. Built on proprietary AI-native technology and a contrarian premise, the firm was founded on the belief that the future of the industry will not be defined by more investment offerings, more advisors, or new advisor tools. It will be defined by an entirely new approach built around the high-net-worth client’s personal and lived experience.
For individuals and families whose financial lives have grown increasingly complex, wealth management extends far beyond investments. Tax planning, trusts and estates, insurance, private investments, liquidity events, philanthropy, and intergenerational wealth transfer often span multiple advisors, firms, and institutions. Yet clients remain responsible for coordinating much of it themselves. Valence was built to manage every dimension of a client’s financial life, and, in doing so, carry this burden instead of it falling to the client.
The founding team includes CEO Dan Petrozzo, former Partner at Goldman Sachs and Partner and Investor at Oak HC/FT; Chief Product Officer John van Moyland, formerly of Kensho; and Chief Commercial Officer Erick Goralski, formerly of Stone Ridge Asset Management and Deutsche Bank. Together, they bring decades of experience across wealth management, financial technology and company building.
VastAdvisor
VastAdvisor, the AI-powered growth platform purpose-built for wealth management firms, today announced the release of latest version, called v1.20, delivering three foundational capabilities that transform how advisors turn client intelligence into campaign execution: native CRM integrations, contextual memory, and AI-generated campaign themes.
The release marks a significant step in VastAdvisor’s mission to bridge the persistent gap between what wealth firms know about their clients and what their marketing actually does with that knowledge.
VastAdvisor v1.20 ships native integrations with Salesforce, HubSpot, and Microsoft Dynamics 365 — the three dominant CRM platforms in wealth management. The integration keeps lead data current in both directions: prospects sync into VastAdvisor from the CRM, and VastAdvisor write-backs flow back out, so advisors always work from a single, accurate picture of their pipeline without manual re-entry.
Wealth.com
Wealth.com, the industry’s leading artificial intelligence (AI)-powered estate and tax planning platform, today announced that registration is now open for EstateCon 2027, its annual conference dedicated to advancing the future of estate planning, tax planning and wealth management.
Taking place February 1-3, 2027, at the award-winning Omni Scottsdale Resort & Spa at Montelucia in Scottsdale, Arizona, the second annual EstateCon will bring together advisors, tax professionals, technology leaders and industry innovators for three days of education, collaboration and thought leadership focused on the next generation of planning.
Building on the success of its inaugural event in 2026, which sold out in-person and attracted more than 1,500 virtual attendees from all 50 states, EstateCon has quickly established itself among the industry’s premier gatherings dedicated to advanced planning. The 2026 conference attracted senior leaders from across the financial services ecosystem, including executives from each of the nation’s five largest banks, its three largest broker-dealers and many of the industry’s leading custodians and technology providers. Following the event’s success, Kitces.com named EstateCon to its list of the best financial advisor conferences to attend in 2026.
Webull
Webull (NASDAQ: BULL), an online investment platform, today announced the launch of a new private markets solution to give eligible customers exposure to late-stage private companies. Through a partnership with Monark Markets, accredited investors can use the Webull platform to invest directly in special purpose vehicles (SPVs) sponsored by Monark Capital Management LLC, an affiliated exempt reporting adviser, and supported by Monark Markets’ private markets infrastructure.
The launch represents Webull’s entry into private markets through a curated SPV framework intended to democratize investment exposure to late-stage private companies that have historically been available primarily to institutional investors and high-net-worth individuals.
Webull’s new private markets solution is built around investor demand. Eligible accredited investors can use the Webull platform to indicate interest in certain late-stage private companies, which helps inform Monark’s sourcing. When sufficient interest is identified, a new opportunity is sourced, and a SPV is established to hold the investment. Investment and funding are handled through the Webull platform. The result is a seamless path from interest to investment, organized around the private companies that investors want exposure to.
