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Business Wire. (2026, July 28). Snappy Kraken report finds financial advisor website form submissions jumped 110% amid AI-driven changes in investor research behavior. https://www.businesswire.com/news/home/20260728662355/en/Snappy-Kraken-Report-Finds-Financial-Advisor-Website-Form-Submissions-Jumped-110-Amid-AI-Driven-Changes-in-Investor-Research-Behavior Snappy Kraken released its State of Digital & AI 2026 report, an analysis based on aggregate, anonymized platform data fr

Ripple, the blockchain-based enterprise infrastructure provider, has made strategic investments in ZILO and Licuido, adding regulated transfer agency, issuance and collateral mobility capabilities to its platform on the XRP Ledger. The deals build on existing partnerships between the three companies and mark Ripple's latest move to expand infrastructure for institutional investors moving traditional assets onchain. ZILO provides transfer agency and fund administration technol

CAIS, the alternative investment platform for independent financial advisors, has raised $170 million in a Series D financing that values the company at more than $2 billion. Vista Equity Partners led the round, joined by AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada. The July 29 announcement brings total capital raised since the firm's 2009 founding to nearly $600 million. CAIS pr

WealthReach, an AI-powered organic growth platform for registered investment advisors and wealth management firms, has acquired AdvisorRankings, a search engine optimization and AI search optimization agency built specifically for financial advisors. The acquisition brings AdvisorRankings' advisor-focused search and website expertise in house, giving WealthReach a done-for-you offering alongside its existing self-serve technology. Founded in 2010 by Brent Carnduff, AdvisorRan

Allfunds Group plc. (2026, July 29). Interim report 1H 2026. https://cms-assets.allfunds.dev/assets/Allfunds_Group_plc_Interim_Report_1_H_2026_Board_VF_a146578b40.pdf Allfunds' total assets under administration reached €1,943 billion at 30 June 2026, an increase of 21.3% year-on-year, with platform service AuA up 23.0% to €1,385 billion and Dealing & Execution AuA up 17.3% to €558 billion. Net revenue rose 9.9% year-on-year to €337.6 million and adjusted EBITDA grew 10.2% to

Morningstar, Inc. (July 28, 2026). Morningstar, Inc. reports second-quarter 2026 financial results [Press release]. Business Wire. https://www.businesswire.com/news/home/20260728222875/en/Morningstar-Inc.-Reports-Second-Quarter-2026-Financial-Results Morningstar reported second-quarter revenue of $663.2 million, up 9.6% on a reported basis and 6.8% organically, with Morningstar Credit, Morningstar Direct Platform, and PitchBook the largest contributors to organic growth. Oper

Max Metcalf via LinkedIn. Slant. Demo Link: https://www.linkedin.com/feed/update/urn:li:activity:7488651287324962816/ Slant's Intake Forms collect client and prospect information through branded forms that are built into, filled into, and included with the Slant platform. Users describe the form they want in plain language and chat with Slant to make edits, add fields, and revise sections rather than using a conventional form builder. Forms pull data from the CRM before they

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of July 31, 2026 *NEW FEATURE* WealthTech Job Exchange Because finding a good job is hard but building a good team is harder. Enterprise GTM and Sales -- Available FTE -- 20-year veteran of BlackRock, SS&C Technologies, and FA Solutions Link Knote: We are introducing a new feature: Job Exchange. This is our attempt at connecting our friends who are looking for new challenges with our friends who are looking to build

LemonEdge, a fund accounting platform built specifically for the private markets sector, has raised $21m in a Series A round as it works to speed product development and expand across the US and Europe. The round was led by Blackstone Innovations Investments, the early-stage venture arm of Blackstone, and included BNY alongside existing backer Sidekick Partners. The investment lifts the London and New York based company's cumulative funding beyond $30m. Alongside the raise, L

InvestiFi, a Credit Union Service Organization and InvestTech platform that lets credit unions and community banks embed digital investing inside their online banking, has secured $20m in a new funding round. Vibe Credit Union led the raise, with participation from BankTech Ventures, Idaho Central Credit Union, Navari, United Financial Credit Union, Coastal Credit Union, Mid Minnesota Credit Union, Truity Credit Union and Southpoint Credit Union. The company describes it as t