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Your guided tour of the interesting events in WealthTech for the week. Orion Announces Denali AI Enterprise Version, Powering a New Era in Advisor Productivity  Orion has launched the Denali AI Enterprise version to automate complex workflows and provide advisors with real-time access to actionable client data through natural language processing.  This release marks a strategic shift from basic AI experimentation to enterprise-grade data orchestration, allowing firms to scale

Charles Schwab. (2026, March 2). Charles Schwab Completes Acquisition of Forge Global. Schwab Press Room . https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-Completes-Acquisition-of-Forge-Global/default.aspx The Charles Schwab Corporation has officially completed its acquisition of Forge Global Holdings, Inc., a leading marketplace for private securities. The deal was announced back in November ( see Schwab to Acquire Forge For $660mm, Expandi

Robinhood. (2026, March 4). Robinhood unveils the future of family finance at Robinhood presents: Take flight . Robinhood Newsroom. https://robinhood.com/us/en/newsroom/robinhood-unveils-the-future-of-family-finance-at-robinhood-presents-take-flight/ Robinhood announced a new suite of products aimed at transforming the platform into a comprehensive financial super-app for families. The company introduced a new family hub that provides households with a unified view of account

The Oasis Group. (2024, October). The Oasis Group’s AI readiness index: First maturity benchmark for wealth management industry. Peak's Perspective. https://theoasisgrp.com/peaks-perspective/the-oasis-groups-ai-readiness-index-first-maturity-benchmark-for-wealth-management-industry/ The Oasis Group has launched the industry’s first AI Readiness Index to provide a standardized maturity benchmark for wealth management firms. This index evaluates firms across multiple dimensions

O'Connell, J (2024, April 17). Natural language research: Google Finance’s deep search changes investment workflows . The Oasis Group. https://theoasisgrp.com/peaks-perspective/natural-language-research-google-finances-deep-search-changes-investment-workflows/ Latest Peaks Perspective newsletter from The Oasis Group , they highlight that Google Finance has introduced a "Deep Search" feature that utilizes natural language processing to extract specific data from complex financ

Fidelity Investments. (2026, March 3). Fidelity Expands Alternative Investment Resources for Wealth Management Firms . https://newsroom.fidelity.com/pressreleases/fidelity-expands-alternative-investment-resources-for-wealth-management-firms/s/6ff38d01-6606-4b27-a1e0-29a35cf9971a Fidelity is expanding its alternative investment capabilities to help wealth management firms navigate the complexities of private markets. The firm has launched a new "Alternative Investment Strategi

Barnstein, Fred (2026, March 2). RPAs Face Growing Competition From Wealth Advisors Over 401(k) Participants. WealthManagement.com . https://www.wealthmanagement.com/rpa-news/rpas-face-growing-competition-from-wealth-advisors-over-401-k-participants (RPA = Retirement Plan Advisor) Wealth management firms are aggressively expanding into the retirement space to capture individual participant assets and rollover opportunities. Increased private equity backing is driving consolid

Orion. (2026, February 26). Orion Announces Denali AI Enterprise Version, Powering a New Era in Advisor Productivity . Business Wire. https://www.businesswire.com/news/home/20260226730121/en/Orion-Announces-Denali-AI-Enterprise-Version-Powering-a-New-Era-in-Advisor-Productivity Orion has officially launched the Denali AI Enterprise version to enhance productivity and operational efficiency across wealth management firms. The platform leverages generative artificial intelligen

Your guided tour of the interesting events in WealthTech for the week. iAltA Holdings Acquires Delio as They Quietly Build Their End-to-End Alts2Wealth Platform   iAltA Holdings has acquired Delio, a provider of white-label operating systems for private market investments, to further its goal of creating an end-to-end private markets platform. This acquisition solidifies iAltA’s position in the alternative investment space by integrating digital workflows and reporting tools

iAltA Holdings, a private markets infrastructure firm backed by WestCap, announced the acquisition of Delio. Delio is a prominent provider of white-label operating systems designed for the distribution and reporting of private market investments. This acquisition represents the third addition to the private markets vertical for iAltA, following previous deals for Verivend and Betterfront. The Delio Core OS provides configurable tools that allow asset managers and wealth firms