Two wealthtech firms have announced a collaboration which they say will expand the technology ecosystem for financial advisors.
With the great wealth transfer set to shake up the wealth advisory industry as younger heirs look to tech-enabled solutions to manage their money; the partnership aims to make it easier for advisors to leverage wealthtech in their business.
FusionIQ, a cloud-based solution that offers advisors an all-in-one platform to digitize their wealth management business has joined forces with interVal, an AI-powered SaaS solution that provides insights and process streamlining for advisors and financial institutions, such as valuations of non-liquid assets.
“With the wealth transfer and changing M&A environment in North America, where $15 trillion in sales from 2 million boomer-owned businesses is anticipated, interVal is uniquely positioned to help advisors and business owners navigate these shifts,” said Trevor Greenway, CEO and co-founder of interVal.
The firms will engage in mutual referrals of their respective solutions and say their collaboration draws on their shared vision for “democratizing access to wealth management tools” and helping advisors to scale their operations for organic growth.
This will include demonstrating how advisors can use wealthtech to grow AUM, improve customer service, and gain more referrals.
“By joining forces with interVal, FusionIQ can present an expanding vision that is empowering financial advisors with the platform and tools they need to deliver exceptional value to their clients,” said Mark Healy, Chief Executive Officer at FusionIQ. “Our collaboration grows the technology ecosystem available to wealth management firms and institutions, democratizing data for everyone. interVal’s outstanding capacity to ingest and analyze financial data from SMBs in real-time uncovers hidden growth opportunities and insights. There is a huge opportunity for growth in North America.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
