wealthtech vendor
Zephyr
In network coverage since August 18, 2026 · 1 story
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Deal recordFull tracker →
Jul 31, 26Deal announcedYCharts
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Practice management
YCharts folds Zephyr SMA data into proposals; Advyzon ships AI suite
Two upgrades inside existing platforms push RIAs to test built-in features against the tools they already run.