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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...
Crypto.com and Capitalize Launch Embedded 401(k) Rollover Integration to Simplify IRA...
NEW YORK — May 19, 2026
Executive Summary
Crypto.com and Capitalize have announced a new partnership focused on simplifying retirement account rollovers for Crypto.com users. Through...
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...
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...
Feathery Launches One-Click Schwab Account Opening via API to Enable Automated...
SAN FRANCISCO — March 9, 2026 —
Executive Summary
Feathery, an AI data intake and workflow automation platform for wealth management firms, has announced the launch...
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...