When most advisory firms talk about AI, they mean chatbot experiments, bolt-on automation, or an analytics upgrade that barely improves the Monday workflow. Intellectus Partners’ newly spun-out Intellebox.ai aims much higher: a full-stack AI “Operating System” built to rewire the advisory firm from the inside out.
Wealth management platforms hit growth milestones all the time, but few do it with the kind of momentum Genesis Wealth is showing. The firm—an LPL Financial non-OSJ branch office and a rising name in advisor-focused independence—just crossed $2.5 billion in assets under management, beating its own 2025 targets well ahead of schedule.
In another signal that traditional finance and digital assets are inching closer together, 3iQ Corp. has appointed Christophe Racine as Head of Business Development for Switzerland, covering the broader DACH region (Germany, Austria, Liechtenstein).
In a bold move to simplify one of finance’s most complex back-office functions, FIS has rolled out its new Asset Servicing Management Suite, a unified platform designed to automate and integrate critical post-trade processes—from corporate actions to proxy voting, class action claims, operational claims, and tax reclaims.
In a move that blends old-money wealth strategy with modern technology, SignatureFD has launched AutographFD, a new operating division designed to democratize access to Private Placement Life Insurance (PPLI) — one of the most powerful, yet often misunderstood, tools in the high-net-worth playbook.
The fintech world just got another jolt of AI energy. Motive Partners, the private equity firm known for backing financial technology innovators, has made a $100 million strategic investment in Electric Mind, a fast-growing AI and data engineering company.
Mako Financial Technologies, a leading workflow platform for financial services, has partnered with Trulioo, a top global identity verification provider, to streamline Know Your Customer (KYC) processes for wealth management firms. The integration embeds Trulioo’s identity verification and anti-money laundering (AML) capabilities directly into Mako’s configurable onboarding and renewal workflows.
Manulife Wealth & Asset Management is turning artificial intelligence into a strategic ally for its investment research teams. The firm’s newly launched AI Research Assistant is designed to streamline public markets analysis, transforming vast data into actionable investment insights while cutting document review time by 70-80%.
Kwanti, the portfolio analytics platform for financial advisors and investment managers, has once again been recognized as the industry leader in portfolio analytics, winning the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards. The win marks the second consecutive year the firm has captured the honor, thanks in large part to its new Risk Profiling Platform.
Blue Owl Capital Inc. (NYSE: OWL), a leading alternative asset manager, has launched the Blue Owl Alternative Credit Fund (OWLCX), its first interval fund designed to give individual investors access to alternative credit markets historically dominated by institutional players.
