Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
wealthtech vendor

Salesforce

See the full tech profile in the PWD Tech Directory →
In network coverage since September 21, 2026 · 16+ stories
5Deals on our tracker
Deal recordFull tracker →
Sep 29, 26Deal closedCowboy Clean Fuels · Milkywire — coverage
Sep 26, 26Fund launchMombak · $150M — coverage
Sep 22, 26Deal announcedMombak — coverage
Sep 20, 26Deal announcedMcKinsey · Google · REI · Microsoft · Symbiosis · Meta · Bain & Company — coverage
Sep 20, 26Deal announcedMombak — coverage
Network coverage
The Close

Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share

Visionary Square pays the fee for 250-plus advisors; FINNY takes a share of assets won at an unstated rate.
The Close · Oct 26Fidelity's $100 million floor meets Anthropic's $4,800 minimum
The Advisor's Note · Oct 24Betterment survey: 75% of advised investors use AI
Practice management · Oct 23Orion to charge for API access, Salesforce to meter AI calls
The Close · Oct 23Orion to charge vendors for API access; Salesforce to meter AI calls
Private Equity · Oct 21Navatar adds two-way Claude links to PE deal records
Practice management · Oct 9XYPN AdviceTech judges press six finalists on fit with existing systems
Issuers · Oct 2ETF Trends names only two dedicated U.S. buyback ETFs after Nvidia's $150B plan
Transition Finance · Sep 30Cowboy Clean Fuels sells its first durable carbon removal credits in Salesforce-backed deal
The Close · Sep 27Ares and Salesforce among five climate announcements, none an advisor product
The Wrap · Sep 27Brussels ships the ESRS; the data layer writes the rest
The Wrap · Sep 24Transition's first loss moves to private balance sheets
Products · Sep 23The sustainable label now names who absorbs the first loss
Products · Sep 23Mombak's $150 million Fund II rides Salesforce offtake and BNDES credit
The Wrap · Sep 22Offtake is the new project finance
Deals & PE · Sep 21Carbon removal learns to write a purchase order
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.