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February 2023 Riskalyze Fintech Five

A focused take on wealth management technology from Riskalyze's Aaron Klein.

Adam antoniadesGavin spitznerMarty bicknellAdam greenSteve grossRiskalyze fintech fiveAsset managementYieldx president steve grossState streetMap partnersFunding from flyoverFlyover capitalWealth consulting partners

RIA Roundup: Mariner Wealth Advisors Acquires Tax Practice

RIA Roundup: 6 acquisitions, 3 new roles, 1 rebranding and a new head of NAPFA.

North park universityUnited statesCherry creekDistrict of columbiaNorth carolinaRocky mountainNew jerseyColorado springsMichael berkemeierBrandi cooperAshton thomasMichael longleyDorothy bicklingDavid hopkinsJoe tameronAaron brodt

RIA Roundup: Steward Partners Adds First Team on Pershing Platform

RIA deals from Steward Partners, WEG, Mission Wealth, Emigrant Partners, Mariner Wealth, Slate Hill and Buckingham Strategic Wealth.

United statesGrove pointUnited kingdomSlate hillGreg banaszMaziar esmailbeigiJim cahnMatt murphyDannell stuartMichael kitcesErik christmanAdam birenbaumLos angelesSanta barbaraTom ferrellMariner dedham

RIA Roundup: Steward Partners Adds 1st Team on Pershing Platform

RIA deals from Steward Partners, WEG, Mission Wealth, Emigrant Partners, Mariner Wealth, Slate Hill and Buckingham Strategic Wealth.

United statesGrove pointUnited kingdomSlate hillGreg banaszMaziar esmailbeigiJim cahnMatt murphyDannell stuartMichael kitcesErik christmanAdam birenbaumLos angelesSanta barbaraTom ferrellMariner dedham

WealthStack Roundup: Bento Engine, Holistiplan, Addepar

Bento addresses wealth transfer and financial literacy while LPL adds tax planning provider and Addepar adds UBS as client.

United statesMac gardnerMarty bicknellSusan dotyAugust bentoShannon euseyGavin spitznerAnton honikmanGregory quentalKelly waltrichXy planning networkOrion advisor solutionsVendor affinity programBento engineGreat wealth transferMicrosoft dynamics

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