Amid a frantic flurry of fintech announcements leading up to the Memorial Day weekend, Vanilla and Wealth.com each unveiled new partnerships that expand the scope and magnitude of their estate planning reach.
Vanilla announced that it has entered a partnership with Carson Group, bringing its tools to more than 600 advisors across the firm's network of 165-plus partner offices nationwide. Carson Group manages over $58 billion in assets under management and serves more than 60,000 client families, according to the company.
"Estate planning is one of the most meaningful services an advisor can offer, and one of the most underleveraged," said Gene Farrell, CEO of Vanilla.
The platform is designed to handle both straightforward document creation and complex scenario modeling for high-net-worth and ultra-high-net-worth clients. Vanilla counts Osaic, Cetera, Mariner, and Vanguard among its existing firm partners.
On the same day, Wealth.com announced a strategic partnership with AcquireUp, a seminar marketing company that has worked with more than 9,500 financial professionals and facilitated more than 160,000 seminars.
The deal is designed to help advisory firms use estate planning-focused seminars as a client acquisition channel, bundling Wealth.com's platform access with AcquireUp's seminar content and marketing support.
The partnership leans into a well-established sales channel. According to AcquireUp's 2026 Industry Index, educational and meal-based seminars account for 25 percent of benchmark production among financial advisors.
The companies say advisors who lead estate planning seminars using Wealth.com's platform see a $21,000 revenue advantage per campaign and a 33% increase in advisory clients, based on AcquireUp's proprietary seminar data.
"Advisors are looking for more effective ways to differentiate and create meaningful client conversations, but too often those conversations don't translate into action," said Tim White, co-founder and chief growth officer at Wealth.com. Greg Bogich, CEO of AcquireUp, added that the partnership was built around content that performs in a seminar context and a framework for engaging the next generation of clients.
Both deals arrive as an estimated $124 trillion is expected to transfer between generations over the coming decades, a figure cited by Wealth.com as central to the growing advisor focus on multigenerational planning.
Envestnet, the renowned all-in-one tech firm that's leaning into its positioning as a leading adaptive wealthtech company, is expanding its partnership with Osaic.
As of March 31, Envestnet supports more than 733,000 Osaic advisor accounts, with $7 trillion in assets across its whole platform, according to the announcement.
The expanded relationship strengthens the technology infrastructure underpinning Osaic's wealth management platform, with a focus on unified managed accounts, separately managed accounts, and fund strategist provider sleeves – vehicles that allow advisors to manage client assets within a single system rather than across fragmented platforms.
Total assets on the Osaic platform powered by Envestnet increased 20% year-over-year from 2024 to 2025, the companies said. Osaic supports more than 10,000 financial professionals.
Envestnet's private wealth solutions, designed for high-net-worth and ultra-high-net-worth clients, saw adoption grow approximately 60% over the past two years across the Osaic platform, according to the firms. The announcement cited Cerulli survey research which found that 87% of advisors believe their technology stack effectively supports their key business objectives.
"The asset streamlining and advisor scalability our ecosystem delivers is aligned with our business objectives, and can fundamentally change what Osaic's affiliated advisors can do for their clients and their practices," said Chris Todd, CEO of Envestnet.
VastAdvisor, an AI-powered growth platform built for wealth management advisors, announced it had launched native integrations with Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot.
The connectors enable bi-directional data sync between VastAdvisor's relationship intelligence tools and the CRM environments advisory firms already use, eliminating what the company describes as a persistent source of manual reconciliation across disconnected systems.
The integrations are available to VastAdvisor customers on professional and enterprise tiers.
Ian Karnell, co-founder and CEO, framed the move as closing "the last meaningful gap between where client data lives and where growth opportunities get acted on."
The company said it's also planning additional CRM integrations in the near future.
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