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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- Oetker Ventures
Returned as investor in Hadrian's $40m round, lifting total funding
Northwestern Mutual adds family office services for clients with $50 million net worth - Reverion
Named in $175m Series B led by Kembara with Goldbeck family office
Northwestern Mutual adds family office services for clients with $50 million net worth - SmartFin
Co-led Hadrian's $40m round with Forgepoint Capital International
Northwestern Mutual adds family office services for clients with $50 million net worth - Smedvig Ventures
Led mika's €6m seed round as named investor
Northwestern Mutual adds family office services for clients with $50 million net worth - The Climbing Hangar
Contributed by Verlinvest to merged 39-gym bouldering group
Northwestern Mutual adds family office services for clients with $50 million net worth - Universal Quantum
Raised over $100m Series A to fund Singapore R&D and global expansion
Northwestern Mutual adds family office services for clients with $50 million net worth - Verlinvest
Merged five bouldering brands into 39-gym group, contributing two brands
Northwestern Mutual adds family office services for clients with $50 million net worth - Wittouck family office Artal
Named as family office investor in Universal Quantum Series A
Northwestern Mutual adds family office services for clients with $50 million net worth - Carson Wealth
Carson Group channel that Foran joins as a fully branded office.
Carson Group adds $410 million New Jersey RIA Foran Financial from LPL - DFA
M&A partner search has gone quiet; complex factors could prolong process
Goldman's John Waldron could replace David Solomon as CEO as early as January - Folio Institutional
Acquired in 2020 and became core of Goldman's RIA custody unit
Goldman's John Waldron could replace David Solomon as CEO as early as January - M1
M1 launched M1 Advisor on Oct. 6, 2026, offering fiduciary advice
M1 launches AI advisor with no minimum and no advisory fee through 2027 - M1 Advisory Services LLC
SEC-registered affiliate provides fiduciary advice for new service
M1 launches AI advisor with no minimum and no advisory fee through 2027 - Apex Fintech Solutions
Expanding platform with prediction markets and FusionIQ wealth tie-up
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Arax
Promoted Diego Galan to COO and partnered with KingsRock
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Innovayte
Innovayte, a Dallas-based custody and clearing firm for RIAs and wealth managers
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - KingsRock Advisors
Partners with Arax to provide capital raising and advisory
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Mesirow
Hired Mark Nichol as an investment executive
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Tastytrade
First adopter of Apex's new prediction-markets platform
Innovayte names former Apex COO Fritz Louis-Charles chief operating officer - Trilogy Tax & Consulting
Affiliate to absorb Mountain Capital's pilot consulting and airline tax work
Trilogy Capital strikes its largest acquisition of the year for $1B Colorado RIA - BMO Capital Markets
Included as a funder in Mercer Advisors' oversubscribed debt raise
Mercer Advisors refinances $1.9 billion debt in first syndicated loan - Flourish
Announced enterprise relationship extending Flourish Cash to MassMutual advisors.
Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals - Hightower's Bahnsen Group
Agreed to acquire Hightower Naples, adding about $1.1 billion in client assets
Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets - Ascentis Holdings
Its CEO said advisors want freedom and support to improve client delivery
Ascentis adds four practices with $1B in client assets - Farren Private Wealth
John Farren joined as managing director, as announced by Prospera
Ascentis adds four practices with $1B in client assets
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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