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Fintechs for RIAs That Might Be Cut to Save Costs During a Recession

Wealth-management insiders detailed the tools registered investment advisors are likely to keep and which ones they'll cut as they look for savings.

Edward joneDoug fritzMellon pershing albridgeManish khattaTricia rothschildEnvestnet tamaracLaurie schultzTyrone rossLouis diamondGavin spitznerMatt pistonePhilip waxelbaumAndy puttermanEdward jonesInformation softwarePotomac fund management

Bento Engine Announces Investors, Seed Funding Round

Proactive actions in the advisor tech stack have been talked about for a long time. Will this startup finally deliver?

Greg friedmanDoug fritzMarty bicknellShannon euseyJen goldmanGavin spitznerLiz fritzAnton honikmanKelly waltrichOrion advisor solutionsBento engineMariner wealthBeacon pointe advisorsOrion advisorWealthspire advisorsPrivate ocean

Savant Wealth Management Invests $3 Million in Australia-based Financial Planning Startup Lumiant

The RIA was Lumiant’s first customer and investor in the U.S.

New yorkUnited statesNew south walesBrent brodeskiGavin spitznerHolly deaton hollyldeatonBlake woodMatthew brinkerSavant wealth managementWealth consulting partnersMerchant investment managementSantiago burridge

Fintech Lumiant continues U S expansion with $3M investment from Savant Wealth Management

Plus, a new Envestnet acquisition, fresh tax tools for GeoWeath and United Planners working with cleverDome to beef up cybersecurity.

United statesBrent brodeskiGavin spitznerBlake woodMatthew brinkerWealth managementWealth consulting partnersMerchant investment managementUnited capitalWealthtech weekly

Australian fintech firm makes U S launch with family-focused platform

Lumiant brought on a former Envestnet exec to lead the fintech company that wants to help advisors strengthen client relationships by engaging family members often overlooked by planners.

United statesGavin spitznerBlake woodSantiago burridgeBest lifeWealth consulting partnersWealth managementPractice and client management

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