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Strad and FIG Partner to Deliver Virtual Family Office Capabilities for...
SARASOTA, Florida — May 26, 2026
Executive Summary
Strad has announced a strategic partnership with FIG to help independent financial advisors deliver a modern Virtual Family...
AlTi Global Partners With Nevis to Deploy AI Wealth Management Platform...
NEW YORK — May 14, 2026
Executive Summary
AlTi Global, Inc. has announced a partnership with Nevis to deploy Nevis’ all-in-one artificial intelligence platform across AlTi’s...
InspereX Launches Aria Insights Hub and Announces SRP and FinTech Studios...
DELRAY BEACH, Florida — May 6, 2026
Executive Summary
InspereX has announced the launch of the Aria Insights Hub, a new enhancement to its Aria technology...
iCapital and Envestnet Expand Strategic Partnership to Integrate Alternative and Structured...
NEW YORK and BERWYN, Pennsylvania — April 15, 2026
Executive Summary
iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...
BX Partners Launches 12 Open-Architecture Portfolio Models on Nitrogen Partner Store...
CHARLOTTE, North Carolina — February 17, 2026
Executive Summary
BX Partners has launched 12 open-architecture portfolio models on the Nitrogen Partner Store, expanding access for financial...
Wealth.com Launches Tax Planning Platform to Unify Tax and Estate Planning
PHOENIX — January 27, 2026
Executive Summary
Wealth.com, a planning platform serving wealth management firms, has announced the launch of Wealth.com Tax Planning, a proprietary solution...