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PR Newswire. (2026, April 15). iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts. PR Newswire. https://www.prnewswire.com/news-releases/icapital-and-envestnet-expand-strategic-partnership-to-incorporate-alternatives-and-structured-investments-within-unified-managed-accounts-302743517.html iCapital and Envestnet have expanded their strategic partnership to integrate alternative and struct

Koch, G. (2026, April 16). Morgan Stanley FA-led assets surge as workplace unit heats up. Financial Advisor IQ. https://www.financialadvisoriq.com/c/5139274/726704/morgan_stanley_assets_surge_workplace_unit_heats Morgan Stanley's workplace and E*Trade channels have previously contributed hundreds of billions of dollars in assets to the firm's wealth management unit. These specific financial channels have generated increasingly robust asset flows over recent months. The firm's

Wealth.com has announced the closing of a $65 million Series B funding round to accelerate the development of its estate and tax planning technology. The oversubscribed round included participation from new investors Titanium Ventures and Pruven Capital, alongside existing backers such as Charles Schwab and GV. This capital injection follows a period of significant growth for the company, which reported a 664% year-over-year increase in its artificial intelligence workflows

Ortolani, A. (2026, April 14). Hightower Nearing Launch of Centralized Advisor Platform. Wealth Management. https://www.wealthmanagement.com/ria-news/hightower-nearing-launch-of-new-centralized-advisor-platform Hightower Advisors plans to launch Hightower One, a new centralized wealth management platform, this summer with a full rollout expected by the end of 2026. The platform is designed to serve as the primary technology suite for the firm’s new Signature Wealth division w

Business Wire. (2026, April 7). Orion and Pontera Expand Collaboration with Integration that Pulls Retirement Accounts Directly into Orion Eclipse Workflows. Business Wire. https://www.businesswire.com/news/home/20260407141838/en/Orion-and-Pontera-Expand-Collaboration-with-Integration-that-Pulls-Retirement-Accounts-Directly-into-Orion-Eclipse-Workflows Orion and Pontera have deepened their partnership through a new integration designed to streamline the management of retireme

Pello Companies has entered into a definitive agreement to acquire ByAllAccounts from Morningstar. The transaction is expected to close in the first half of 2026, subject to customary conditions. While specific financial terms were not disclosed, Morningstar previously acquired the business for $28 million USD in 2014. Upon completion of the deal, ByAllAccounts will operate as a standalone company led by incoming chief executive officer Cynthia Rojas Sejas. ByAllAccounts prov

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of April 7, 2026 FMG’s new CEO wants AI to solve what advisors couldn’t automate before • FMG, a leading marketing platform for financial advisors, is charting a new course under CEO Dave Christensen, who aims to leverage artificial intelligence to tackle workflow challenges that were previously unsolvable—opening the platform’s ecosystem to new tool categories and supporting advisors with early-stage prospecting.

Business Wire. (2026, April 9). Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management. Morningstar. https://www.morningstar.com/news/business-wire/20260409681670/farther-launches-multi-family-office-setting-a-new-standard-for-generational-wealth-management Farther has officially launched a dedicated multi-family office to provide specialized wealth management services for ultra-high-net-worth families. The new offering integrates the

Maximize Market Research. (2026, April 9). WealthTech Solutions Market Size to Surpass USD 23.81 Billion by 2032, Shows New Maximize Market Research Analysis. EIN Presswire. https://www.einpresswire.com/article/904711024/wealthtech-solutions-market-size-to-surpass-usd-23-81-billion-by-2032-shows-new-maximize-market-research-analysis The global WealthTech solutions market is projected to reach USD 23.81 billion by 2032, expanding from a 2025 valuation of USD 8.64 billion. The

FinTech Global. (2026). WEALTHTECH100. FinTech Global. WealthTech 100 Report The WEALTHTECH100 is an annual list compiled by industry experts identifying the world's most innovative companies in wealth and asset management, private banking, and financial advisory. A prominent trend across the profiled companies is the integration of artificial intelligence to automate workflows, generate predictive analytics, and provide personalized client advice at scale. Many firms are foc