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John Durham joins Sanctuary Wealth as founder of Valen Private Capital, expanding ultra-high-net-worth wealth management and family advisory services through Sanctuary Wealth’s Partnered Independence platform

Sanctuary Wealth Welcomes Valen Private Capital as New Partner Firm to...

MIAMI — June 5, 2026 Executive Summary Sanctuary Wealth has welcomed Valen Private Capital, LLC as its newest Partner Firm, bringing aboard veteran wealth advisor John...
AlTi Global partners with Nevis to deploy an AI wealth management platform across its global advisor network

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...
OneVest GO AI native wealth relationship workspace platform designed for independent advisors and RIA teams

OneVest Launches OneVest GO AI-Native Wealth Relationship Workspace to Help Independent...

NEW YORK — March 16, 2026 Executive Summary OneVest Technologies Inc. announced the launch of OneVest GO, a standalone AI-native wealth relationship workspace designed for independent...
Seven Bridges Wealth Advisors launches as an advisor-owned independent wealth management firm in White Plains, New York

Seven Bridges Wealth Advisors Launches as Advisor-Owned Independent Firm to Expand...

WHITE PLAINS, New York, February 24, 2026 Executive Summary Seven Bridges Wealth Advisors has formally launched as a full-service independent wealth management firm, transitioning from its...
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