The wealth-tech map, kept current
Custodians, CRMs, portfolio and planning software, TAMPs, alternatives platforms and the tools around them, each reviewed by our desk and tied to our reporting.
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Where to start
Breaking away? Start here
The five decisions every breakaway team makes in its first ninety days.
Family office stack
Reporting, accounting, bill pay and the documents behind a family's wealth.
Scaling an RIA
What firms add between $1B and $10B: operations, onboarding, data and AI.
In the news
- iCapital
Four CGF series sell $1.6 million; iCapital, 8VC report zero
The four Oct. 26 Form Ds show $75,000 to $734,000 per series; iCapital and 8VC vehicles disclosed no sales.
- Nevis
Nevis raises $70M Series B with Schwab and EQT backing
Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
- Sowell Management
Sowell Management promotes Scott Dooley to CIO
The $6.8 billion Arkansas RIA's new Office of the CIO will add research, portfolio construction and consulting for advisors.
- F2 Strategy
Only 17% of firms make the referral ask a defined step
F2 Strategy's August survey of 30 firms found new clients drove 63% of organic growth, with referrals as the top tactic.
- Saturn
Inspired Capital closes $450M fourth fund, lifting AUM near $1.4B
The New York early-stage firm reaches nearly $1.4B in assets and plans roughly 10 investments a year.
- Orion
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.
Guides from the desk
Buyer’s guides are in the works.
How RIAs choose a custodian, what changes in portfolio accounting past $1B, and more. Follow a category to get them first.
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