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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Envestnet PMC
Recorded advisor moves on Oct. 12 alongside other platform entities.
Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise - Benchmark Partners
Filed four SEC Form Ds for venture vehicles totaling $364M with no capital sold.
Benchmark files four Form Ds totaling $364M for Founders' Fund vehicles - Benchmark Partners Founders' Fund 2-A, L.P.
$4.5M capacity among four Benchmark Form D venture vehicles.
Benchmark files four Form Ds totaling $364M for Founders' Fund vehicles - Benchmark Partners Founders' Fund 2, L.P.
$132.0M capacity among four Benchmark Form D venture vehicles.
Benchmark files four Form Ds totaling $364M for Founders' Fund vehicles - Benchmark Partners Founders' Fund T1-A, L.P.
$7.5M capacity among four Benchmark Form D venture vehicles.
Benchmark files four Form Ds totaling $364M for Founders' Fund vehicles - Benchmark Partners Founders' Fund T1, L.P.
Included among Benchmark's four Form D venture vehicles with $220.0M capacity.
Benchmark files four Form Ds totaling $364M for Founders' Fund vehicles - Regent Street
Lost Nicholas Detmer and Scott Ryan to Oxford Financial Group.
Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million - Inspired Healthcare Capital
Judge approved sale of its 30 properties for $713 million.
Judge approves $713 million sale of 30 Inspired Healthcare Capital properties - Inspired Healthcare Capital Holdings
Filed motion that led judge to halt FINRA arbitration claims.
Judge approves $713 million sale of 30 Inspired Healthcare Capital properties - Hall Capital Partners
$45B bi-coastal RIA that Pathstone added in 2024, per the profile
Pathstone says client assets reached $200 billion in 16 years - ABS Global Investments
Launched a Pre-IPO & Growth Fund as an interval fund in February 2026
ABS Global pitches interval fund as RIA route into pre-IPO shares - Pre-IPO & Growth Fund
Pre-IPO & Growth Fund launched in February 2026; interval funds repurchase 5% to 25% of shares
ABS Global pitches interval fund as RIA route into pre-IPO shares - Constellation
Reported buyer of a stake in $6 billion BakerAvenue; terms undisclosed
Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock - AnaCardio
Raised €62.5m Series B co-led by Ljungström and Novo Holdings
Northwestern Mutual adds family office services for clients with $50 million net worth - Basel family office Wecken & Cie
Named as family office investor in mika's €6m seed round
Northwestern Mutual adds family office services for clients with $50 million net worth - Boulders
Contributed by Verlinvest to merged 39-gym bouldering group
Northwestern Mutual adds family office services for clients with $50 million net worth - Breye Therapeutics
Raised €67.5m Series A with Ljungström as new investor
Northwestern Mutual adds family office services for clients with $50 million net worth - CA Animation
Agreed to buy 80% of Capitelli from Italmobiliare at €36m value
Northwestern Mutual adds family office services for clients with $50 million net worth - Capitelli
sell 80% of Capitelli to CA Animation at a €36 million enterprise value
Northwestern Mutual adds family office services for clients with $50 million net worth - DCVC
Co-led Universal Quantum's over $100m Series A with Firgun Ventures
Northwestern Mutual adds family office services for clients with $50 million net worth - Family Trust Investor
Merged five bouldering brands into 39-gym group, contributing three brands
Northwestern Mutual adds family office services for clients with $50 million net worth - Firgun Ventures
Co-led Universal Quantum's over $100m Series A with DCVC
Northwestern Mutual adds family office services for clients with $50 million net worth - Forgepoint Capital International
Returning investor; Forgepoint Capital International and SmartFin co-led
Northwestern Mutual adds family office services for clients with $50 million net worth - Goldbeck family office aurum Impact
Named as family vehicle in Reverion's $175m Series B led by Kembara
Northwestern Mutual adds family office services for clients with $50 million net worth - Hadrian
Raised $40m round with Oetker Ventures returning as investor
Northwestern Mutual adds family office services for clients with $50 million net worth
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