FusionIQ, a major player in digital wealth management, is doubling down on its mission to modernize investing experiences. The firm has partnered with The Greens, a cloud-native brokerage incubated at Fidelity’s Center for Applied Technology (FCAT), to integrate advanced custody and broker-dealer capabilities into FusionIQ’s platform.

This collaboration positions FusionIQ at the forefront of a fast-evolving market for digital wealth platforms, aiming to provide financial institutions and their clients with the agility and sophistication demanded by today’s investors.

What’s New
The Greens brings modular, API-driven services—real-time money movement, trading, clearing, settlement, and account management—that FusionIQ will integrate into its configurable private-label platform. The combination promises a streamlined, end-to-end wealth experience, deployable in as little as six weeks.

Eric Noll, CEO of FusionIQ, described the partnership as “another milestone” in the company’s mission to democratize wealth building. Jorge Nario, Head of FCAT, emphasized that the alliance enables faster market deployment of new products and functionalities, a key advantage in the competitive fintech landscape.

Why It Matters
The collaboration comes at a time when digital-first investing and personalized wealth experiences are no longer optional—they’re expected. FusionIQ’s integration of The Greens’ cutting-edge brokerage technology could redefine the way credit unions, banks, and other financial institutions offer digital wealth services, particularly to younger, tech-savvy investors.

A major $10 billion credit union will pilot the platform with its 1,000+ employees, offering a glimpse of the new investor experience that rolls out to clients in October. The goal is clear: simplify investing, provide flexibility, and make wealth management accessible to a broader demographic.

Market Implications
FusionIQ is not alone in racing to digitize wealth management. Competitors like Betterment, Wealthfront, and Plaid-powered platforms are also expanding API-driven, modular capabilities. What sets this partnership apart is the combination of FusionIQ’s rapid deployment platform with The Greens’ real-time brokerage infrastructure—a formula that could accelerate adoption among institutional clients seeking turnkey solutions.

For financial institutions, this means they can now deliver advanced digital investment experiences without building the backend infrastructure from scratch—a significant efficiency advantage.

Bottom Line
By teaming up with The Greens, FusionIQ is signaling a bold vision for the future of digital wealth management: fast, flexible, and deeply integrated. It’s a move that could raise the bar for both incumbents and challengers in the fintech space, while offering investors a truly modern approach to managing their wealth.