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Private Wealth Daily
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Jump

See the full tech profile in the PWD Tech Directory →
In network coverage since September 16, 2026 · 16+ stories
4Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedFMG Suite — coverage
Sep 28, 26Deal announcedXYPN — coverage
Sep 24, 26Deal announcedNorthwestern Mutual — coverage
Sep 9, 26Fund launchZocks · FMG Suite · Aidentified · WealthFeed · FMG Connect · Asset-Map · Tax Status · GReminders — coverage
Network coverage
Practice management

Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout

Nevis will handle account opening first; Jump, rolled out to 800 advisors, has opened a beta for the same function at Schwab and Fidelity.
The Close · Oct 21Focus Financial Partners adds Nevis AI platform; Modera launches Mira
RIA · Oct 21Focus Financial Partners adds Nevis as AI platform nine months after Jump
Practice management · Oct 20Jump links FMG content to follow-ups; Zocks partners with LPL
Practice management · Oct 20Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening
RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening
Moves · Oct 16XYPN opens president search as Vince Hockett set to retire in spring 2027
The Close · Oct 3Claude for Financial Advisors draws a fiduciary objection over portfolio math
The Close · Sep 30Merchant's $255.9 million Ironbark stake puts AI in the capital plan
RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
The Close · Sep 25The scarce input in consolidation is now the executive bench
Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors
RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record
RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record
Practice management · Sep 16FMG Suite bets the follow-up email is the growth bottleneck
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