Wealth Management

NOVEMBER 26, 2024

Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors. Morningstar published its 2025 investment outlook for financial advisors.

Investments 284

Investments Investing Wealth Advisor Startup 284

Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."

Clients 124

Clients Wealth Management Financial Planner Startup 124

Wealth Management

OCTOBER 25, 2022

The New York-based startup, which launched last year, processes $3 billion in annualized rent payments, and its Bilt Mastercard customers are spending at an annualized rate of $1.6

Startup 234

Startup 234

Wealth Management

MAY 20, 2024

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

Startup 254

Startup Wealth Management Portfolio Management 254

Abnormal Returns

SEPTEMBER 16, 2024

investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. (investmentnews.com) What to look for in a new custodian. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. riabiz.com) Why Vanguard reduced the minimums for its Digital Advice program.

Wealth Management 278

Wealth Management Startup CFP Retirement 278

Wealth Management

JULY 23, 2024

Powder is using generative AI to automate a lot of the tasks involved in the client proposal process.

Startup 303

Startup Clients 303

Wealth Management

JULY 17, 2024

Human Interest helps small businesses set up 401(k) services.

Startup 271

Startup Valuation Retirement 271

Wealth Management

SEPTEMBER 10, 2024

The AI-driven platform, which launched in 2022, shares many similarities with Finny and Aidentified.

Startup 284

Startup 284

Wealth Management

MARCH 15, 2024

Also, Brooke Juniper was named the new CEO Of TIFIN’s CIO platform Sage and FusionIQ has appointed John Phillips as a senior strategic advisor.

Startup 304

Startup 304

Wealth Management

MARCH 31, 2023

Launched in 2019, the firm encountered challenges landing enough customers and additional capital.

Startup 273

Startup 273

Wealth Management

NOVEMBER 29, 2023

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

Distribution 283

Distribution Startup Clients Planning 283

Wealth Management

DECEMBER 11, 2024

FINNY, the AI-powered lead generation and prospecting platform will use the $4.2 million in funding to build new capabilities and scale the product.

Startup 245

Startup 245

Wealth Management

MAY 20, 2025

Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.

Investments 176

Investments Investing Startup Financial Advisor 176

Abnormal Returns

OCTOBER 2, 2023

financial-planning.com) How to create a better wealth management-focused podcast strategy. citywire.com) Another venture capital firm is getting into the wealth management business. advisorhub.com) Wealthtech Startup Farther raised $31 million in a Series B.

Wealth Management 259

Wealth Management Startup Retirement Marketing 259

Wealth Management

OCTOBER 31, 2024

Meant for non-licensed advisors, the new platform generates carrier-agnostic quotes and provides a digital application process.

Startup 284

Startup License Insurance 284

Wealth Management

MAY 21, 2025

Open, honest and candid discussion about Empower adding private markets to TDFs, startup adding leveraged financing to retirement plans, the growing wave of forfeiture cases and ways to deal with the IRA rollover problem.

Retirement Planning 153

Retirement Planning Startup Retirement Planning 153

Wealth Management

FEBRUARY 13, 2025

Kabir Sethi, a veteran industry executive, who spent two years at LPL and a much longer stint at Merrill Lynch, is joining the board of AI startup Zeplyn

Startup 153

Startup 153

Wealth Management

OCTOBER 29, 2024

The company, which launched in early 2024, has raised $21 million to date for its automated research agent product.

Startup 274

Startup 274

Wealth Management

FEBRUARY 2, 2025

Jump's $20 million Series A funding raise includes Battery Ventures, Citi Ventures, Sorenson Capital and Pelion Ventures Partners.

Startup 247

Startup 247

Wealth Management

APRIL 4, 2023

The platform helps advisors from initial data collection to comparisons, quotes and sales of insurance products.

Insurance 274

Insurance Startup Sales 274

Wealth Management

JUNE 10, 2024

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

Startup 273

Startup Communication Clients Planning 273

Wealth Management

AUGUST 18, 2023

Also, Altruist introduces a multiple account opening feature, more hires at TIFIN and CreativeOne partners with RISA.

Startup 246

Startup Accounting 246

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. matts-newsletter-7a3f46.beehiiv.com) beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

JANUARY 20, 2023

(variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. ft.com) Startups How unicorns are dealing with the decline in valuations. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. on.ft.com) The CPA shortage is real.

Investments 246

Investments Investing Startup Financial Advising 246

Wealth Management

OCTOBER 9, 2023

Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by another group of Goldman Sachs PFM defectors.

Startup 293

Startup 293

Wealth Management

OCTOBER 10, 2024

The funding round values Farther at $542 million.

Wealth Advisor 241

Wealth Advisor Startup 241

Abnormal Returns

JUNE 17, 2024

kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. riabiz.com) AI A look at some AI-powered advisory service startups. riabiz.com) Wells Fargo ($WFC) wants in on the advisor custody business.

Financial Counseling 264

Financial Counseling Compensation Planning Wealth Management Startup 264

The Big Picture

APRIL 10, 2025

In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.

Investments 130

Investments Investing Startup Wealth Management 130

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. investmentnews.com) The biz How Altruist Cash came to be.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Wealth Management

MARCH 18, 2024

The tactic can help investors with concentrated positions, but historically, it has only been available to HNW investors.

Startup 298

Startup 298

Wealth Management

JANUARY 23, 2025

The combined startups will provide advisors with seamless health planning from analysis to enrollment once integrations are complete.

Startup 307

Startup Planning 307

Abnormal Returns

MARCH 15, 2024

Crypto How spot Bitcoin ETFs are managed in real life. davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. axios.com) Restaurants are fighting back against no-shows.

Financial Advising 264

Financial Advising Food Startup Wealth Management 264

Wealth Management

NOVEMBER 26, 2024

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding engineers.

Financial Advisor 292

Financial Advisor Startup Engineering Planning 292

Wealth Management

OCTOBER 3, 2022

Tremendous opportunities exist for those that adjust.

Startup 282

Startup Marketing Marketing 282

Wealth Management

AUGUST 23, 2022

While coworking provides similar solutions to flex space, there are some key differences. Flex space challenges the idea of traditional commercial offices, which typically require signing long-term leases.

Startup 240

Startup 240

Wealth Management

NOVEMBER 13, 2024

While it joins a profusion of AI-powered communications applications, the startup's advisors have plenty of industry experience.

Startup 284

Startup Communication 284

Wealth Management

SEPTEMBER 24, 2024

The RIA custodian partnered with fixed income tech startup Moment to power the new features.

Startup 274

Startup 274