Tag: RIA

Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...

WealthReach, an AI-powered organic growth platform for registered investment advisors and wealth management firms, has launched a two-way integration with SageContent, an all-in-one video...

Savvy Advisors, a federally registered investment advisor tied to Savvy Wealth, which supports independent financial advisors with AI-driven technology and operational infrastructure, has welcomed...

SyntheticFi, a WealthTech platform enabling registered investment advisors (RIAs) to offer portfolio-backed financing solutions, has surpassed $2bn in regulatory assets under management (RAUM) and...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1 Californian and New York firms secured two...

WealthReach, an organic growth platform for registered investment advisors (RIAs) and wealth management firms, has unveiled Living Sites, a new category of advisor website...

HB Wealth, a fee-only independent wealth management firm with $30bn in assets under management, has expanded its partnership with Arch, a private markets operations...

WealthReach, an organic growth platform purpose-built for registered investment advisors (RIAs) and wealth management firms, has launched Attract, what it describes as the industry's...

BIP Wealth, an Atlanta-headquartered registered investment advisor with more than $5.5bn in assets under management, has secured a strategic minority investment from Constellation Wealth...

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors