Trade Republic, Europe’s largest savings platform, has crossed a major milestone: over 10 million customers across 18 markets and €150 billion in assets under management. Building on its brokerage and banking services, the platform is now expanding into wealth management with Private Markets access, thanks to strategic partnerships with Apollo and EQT.
The breakaway RIA trend shows no signs of slowing. Veteran advisor Blake Butler has officially launched Canterbury Capital Wealth Management, LLC, an independent registered investment advisor designed to serve entrepreneurs, physicians, and business owners with comprehensive wealth management that blends planning and execution.
Private market investing has exploded in recent years, but for most advisors, the experience still feels like juggling spreadsheets, PDFs, and endless emails. Allocate wants to change that. The San Francisco-based fintech just announced a $30.5 million Series B round, bringing its total funding to $64 million and its platform assets to over $2.5 billion.
Voya Financial is teaming up with BlackRock to give retirement savers something many 401(k) plans still don’t—an easy, built-in path to guaranteed income in retirement.
Osaic just made a big play in the wealth management space—officially sealing the deal to acquire CW Advisors, a Boston-based registered investment advisor (RIA) managing $14.5 billion in fee-only client assets. The move, announced today, folds 150 professionals across 18 offices into Osaic’s growing network, while letting CW Advisors keep its brand, service model, and operational independence.
In a financial world demanding precision and transparency, GreenHill Investment Reporting just notched a major milestone. Its flagship platform, ReportQuest version 4.14, has officially been certified by The Spaulding Group (TSG)—a respected gold standard in investment performance verification.
FNZ, a global powerhouse in end-to-end wealth management technology, has signed a five-year strategic deal with Microsoft aimed at reshaping the future of financial advice—using artificial intelligence, big data, and cloud infrastructure to do it. The collaboration promises to bring a new level of personalization, intelligence, and operational resilience to wealth management services worldwide.
In a move that blends personal legacy with financial strategy, wealth management platform Osaic has announced the affiliation of PATH Financial Partners, a newly launched firm spearheaded by veteran advisor Jason Oestreicher, CFP®. The Fort Lauderdale-based firm comes aboard with $125 million in assets under administration (AUA), and a clear niche: serving the unsung backbone of Florida—the public workforce.
In a move set to streamline how financial advisors juggle CRM and portfolio management, Wealthbox has launched a new integration with Envestnet, one of the most widely used investment platforms in the wealth management space. The result? A unified experience that blends client relationship management with real-time investment workflows—all without ever leaving the CRM.
