Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
wealthtech vendor

FusionIQ

See the full tech profile in the PWD Tech Directory →
In network coverage since August 17, 2026 · 8 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 17, 26Deal announcedApex Fintech Solutions — coverage
Aug 18, 26Deal announcedSiebert Financial Corp. — coverage
Aug 16, 26Deal announcedSiebert Financial Corp. — coverage
Network coverage
RIA

A software vendor admits the software slice is too thin

Wavvest's in-house RIA turns a platform pitch into a live P&L test, and the multiples paid for tech-native RIAs have never been defended by the benchmarking record.
Features · Sep 19Wealth tech's margin moves to the governed record
Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived
Deals & PE · Sep 18Apex pairs a front end with its rail to win banks
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 19Siebert deepens FusionIQ investment with 10-year pact
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
Deals & PE · Aug 17Siebert deepens FusionIQ investment with ten-year transformation pact
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.