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Private Wealth Daily
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Vista Equity

In network coverage since August 14, 2026 · 15 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 14, 26Deal announcedCAIS — coverage
Network coverage
Practice management

Centralized AI governance scores 2.5x higher on AI maturity

The Cerulli survey of 68 RIAs, run with Vista Equity Partners, found governance outweighs AUM and tech spend as a predictor.
RIA · Oct 26RIA AI maturity tracks governance structure, not tech spend
Data centers & fiber · Oct 22Vector Core Compute commits $3.5bn to SambaNova chips for edge inference
RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years
Fund launches & raises · Sep 23BSP hires distribution where the liabilities run longest
RIA · Sep 17RIAs trade the stacked SPV for a seat on the cap table
Deals & PE · Sep 15Pave's $15 million Series A prices the custodian plumbing
Practice management · Sep 11RIAs are hiring around AI before they can manage it
RIA · Sep 10AI budget share doubles as firms wait for proof
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms
Data · Aug 16Family offices bought the assets. They left out the heirs.
Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing
The Close · Aug 15The Private-Market Risk Family Offices Haven't Prepared Their Heirs For
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
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