Tag: RIA

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.

Aquiline, a global private investment firm focused on financial services and technology, has entered into a definitive agreement to invest in Flourish, an innovative...

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture,...

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...