The deal will give Citi Wealth clients access to a single account structure combining ETFs, mutual funds, separately managed accounts and alternatives — with BlackRock integration built in.
Deal adds scale, expands capabilities across front-to-back investment lifecycle services.
Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.
The oversubscribed round drew backing from new investors including Dynasty Financial Partners, as well as continued support from Schwab and Google's venture arm.
Meanwhile, advisor AI platform Jump is expanding its partnership with an LPL OSJ, and TIFIN is entering the agentic AI arena.
As AI adoption accelerates across the RIA industry, the startup is looking to help bridge what one its founders sees as a persistent marketing expertise gap among advisors.
Goldman’s shifting approach to wealth management has included reorganizations, the United Capital buy-and-sell, a short-lived robo-advisor and frustrating client constraints, as described by Farther's new family office head Ben Seidenstein.
Plus, WealthReach acquires Model FA IP to build an organic growth consulting practice, while InvestSuite enters the US market with its StoryTeller portfolio reporting tool.
As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel
No PII has reportedly been breached, but advisors and wealth tech execs say it should raise tough questions about data security and AI vendor risk management.
eMoney's premium client portal is also getting a customization boost, while Capitalize unveils a new rollover platform for advisors eyeing the 401(k) space.
“It’s trying to help advisors, empower them in that conversation with their clients,” said Rasmus Goksor, CEO of Sekond.
Also, Jump unveils a new AI workflow assistant for advisors, while WealthReach touts an industry-leading AI search and SEO engine for wealth firm websites.
Warren, the top-ranking Democrat on the Senate Banking Committee, has sent a letter YouTube star Jimmy Donaldson, better known as MrBeast, and the founder of Beast Industries.
“That’s a new business line for us,” says CEO Erin Friez.
Meanwhile, new AI from WealthFeed helps advisors grappling with referral challenges, while OneVest debuts an AI-native platform for small and nimble advisor practices.
Elsewhere, Nitrogen claims a wealth tech first with AI governance certification, while Intellebox.ai forges a strategic partnership with a leading macro investment research provider.
Move aims to bundle semi-liquid private markets into everyday portfolio workflows while Envestnet handles research, trading and rebalancing behind the scenes.
After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.
New research shows neobanks gaining customers faster while legacy brands hold affluent segments.
