Flourish has unveiled a platform to help RIAs bridge one of the widest competitive moats wirehouses have, while WealthFeed and OneVest each revealed new AI-related enhancements for growth-focused advisors and practices.
Flourish is moving into lending with a new residential mortgage offering it says is designed to help RIAs stay closer to clients during home purchases and refinancings – moments when banks and wirehouses often have an opening to deepen relationships.
A culmination of Sora's deal to acquire Sora last year, Flourish Lending is structured as a digital-first mortgage broker, which the wealth tech firm positioned as a way for advisors to offer a co-branded borrowing experience and access rates sourced from capital markets, rather than from a single lender’s balance sheet. The new platform is built to handle home purchase loans, refinancing and cash-out refinances, with loans up to $10 million for primary homes and investment properties.
“Until now, RIAs have been left behind with no competitive solution of their own,” said Flourish CEO Max Lane, adding that Flourish Lending aims to give advisors “both the rates and the technology to compete on every front.”
From a workflow standpoint, Flourish said the product includes features meant to keep advisors in the loop without turning them into loan processors, including refinance alerts when a client could save money and a streamlined application process that can incorporate document uploads. Flourish also said dedicated loan officers – rather than outsourced partners – provide support through the process, with an emphasis on fast closings.
Carson Group’s Dani Fava, chief strategy officer at Carson Group, noted that “lending has long been one of the biggest structural advantages banks and wirehouses hold over independent advisors.” She added that when clients need mortgages or refinancing, advisors often have limited ways to help, which can push financial decisions outside the planning relationship.
Flourish said its new lending solution is licensed in more than 20 states covering more than one-half of the US population, with nationwide availability expected within 12 months.
WealthFeed, a prospecting and growth platform for advisors, has expanded its Discover feature with a new capability focused on warm introductions by surfacing prospects in its database who can be reached through a mutual connection.
While referrals tend to convert because of transferred trust, figuring out who knows whom across a large prospect universe can eat up time that many advisors do not have. WealthFeed said its upgrade layers network visibility onto its prospecting workflow so an advisor can see second-degree connections and target outreach accordingly.
WealthFeed said advisors using the tool can search for prospects within its database of more than 100 million profiles, identify mutual connections and look across clients’ and contacts’ networks for people they want to meet.
The company also positioned the update as a way to make outreach more timely by pairing relationship paths with data signals and filtering tools already available in Discover, such as net worth and income modeling, contact information and event-based “money in motion” indicators.
Sam Kendree, co-founder and president of WealthFeed, framed the feature as a structured approach to a familiar question: “Who do I know that could introduce me to high-opportunity prospects?”
While other prospecting providers come with data and others bring marketing firepower, Brian Scott, head of product at WealthFeed, argued that advisors “need one, comprehensive platform” rather than “a bunch of one-trick technology tools.”
OneVest is also pushing deeper into day-to-day advisor operations with OneVest GO, which it describes as an AI-native “wealth relationship workspace” for smaller independent firms, including solo practitioners and lean RIA teams.
Instead of positioning OneVest GO as a traditional CRM replacement on contact records alone, OneVest is leaning into the idea that modern advisor work happens inside communications and task flow — email threads, calendars, meeting notes, follow-ups, and internal collaboration — and that the system should capture and organize those activities with less manual effort.
“Independent advisors don’t need more software to manage; they need a system that actually moves work forward,” said Jakob Pizzera, COO at OneVest.
The new system has several capabilities intended to reduce administrative drag, including automatic syncing of calendars and communications across Outlook and Google, and AI-generated meeting summaries and action items that can be turned into client-ready notes.
The platform also emphasizes prompting the “next best action” for prospects and clients, and consolidating messaging, meetings and client history into a continuous stream the company calls Pulse.
Apart from supporting multiple languages and currencies, OneVest called out other features including household-level relationship mapping, natural-language search across firm history, a kanban-style opportunity pipeline, and document management with automated data extraction.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
A 5-4 ruling preserves the Federal Reserve's independence for now, but the legal fight over presidential removal power is far from settled.
For years, large firms have been facing penalties and questions from regulators over interest rates for clients’ cash accounts.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
