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WealthReach, a New York-based organic growth platform built for registered investment advisors and wealth management firms, has raised a $1M seed round led by Cecure Corporation. The company also announced the formation of a strategic advisory board to support the next phase of its expansion. WealthReach said the capital will accelerate hiring and infrastructure buildout as it scales its AI-powered platform for advisors. The platform helps advisory firms attract, convert, an

Temenos AG, a global leader in banking technology, has entered into a definitive agreement to acquire additiv AG, a Switzerland-based fintech that provides a specialist platform for orchestrating financial services. additiv integrates process steps and data into a single orchestration layer for wealth and other financial services workflows, enabling banks and wealth managers to design and launch wealth propositions across the full customer journey. The company will become par

Business Wire. (2026, June 8). Zinnia introduces headless order entry capabilities to power the next era of insurance distribution. Business Wire. https://www.businesswire.com/news/home/20260608997424/en/Zinnia-Introduces-Headless-Order-Entry-Capabilities-to-Power-the-Next-Era-of-Insurance-Distribution Zinnia, a life and annuity insurance technology platform, announced the launch of its headless annuity order entry capabilities. The offering enables carriers, banks, broker-de

Haxell, J. (2026, June 5). Amplify adds Wealthbox CRM to multi-custodial platform. FinTech Global. https://fintech.global/2026/06/05/amplify-adds-wealthbox-crm-to-multi-custodial-platform/ Amplify Technology, an AI-native RIA operating platform built on data lake architecture, has announced a new integration with Wealthbox CRM, a widely adopted CRM platform in the independent advisory space. The integration enables client data held within Wealthbox to flow directly into Ampli

Haxell, J. (2026, June 5). AI adoption surges among investment managers in 2026. FinTech Global. https://fintech.global/2026/06/05/ai-adoption-surges-among-investment-managers-in-2026/ Seven in ten investment managers are now actively deploying artificial intelligence in their front offices, according to SimCorp's 2026 InvestOps Report. This figure represents a sharp increase from the prior year's survey, in which only about one in ten respondents were actively using AI tools

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 5, 2026 DBS to Open 18 Wealth Centers Across Asia as Affluent Demand Grows DBS will open 18 new wealth centers across Asia to capture rising affluent demand. Signals intensifying competition for Asia's expanding high-net-worth client base. Read More: WealthTech Strategy Partners Blog FMG: AI-Based Marketing Intelligence System Launched To Better Serve 80,000+ Advisors And Insurance Professionals FMG lau

AlphaSense, an AI-powered market intelligence platform, has raised $350 million in a funding round led by Vitruvian Partners, Accenture Ventures, and J.P. Morgan Asset Management. The investment values the New York-based company at $7.5 billion, up sharply from the $4 billion valuation set during its $650 million round in 2024, and brings total funding past $1 billion. Existing backers including CapitalG, Goldman Sachs Alternatives, and Viking Global Investors joined the roun

Ortolani, A. (2026, June 3). Robinhood, TradePMR launch RIA referral program. Wealth Management. https://www.wealthmanagement.com/ria-news/robinhood-and-custodian-tradepmr-launch-ria-referral-program Robinhood and TradePMR's financial advisor referral network has gone live with a select group of registered investment advisors and clients, announced at the firm's Synergy26 conference in Washington, D.C. The Robinhood Advisor Network began as a pilot in March and was refined wi

Almazora, L. (2026, June 3). Larry Roth joins JIFFY AI advisory board as wealth tech race heats up. InvestmentNews. https://www.investmentnews.com/fintech/larry-roth-joins-jiffy-ai-advisory-board-as-wealth-tech-race-heats-up/266852 Larry Roth, a veteran independent broker-dealer executive, has joined the advisory board of Milpitas, California-based artificial intelligence company JIFFY AI, which focuses on wealth management technology. Roth brings over three decades of leader

Breen, O. (2026, June 3). Schwab elicits strong RIA reactions about planned wealth office expansion into local communities with many advisors saying 'bring it on' but smaller RIAs could find out they're 'building on rented land,' analyst says. RIABiz. https://riabiz.com/a/2026/6/3/schwab-elicits-strong-ria-reactions-about-planned-wealth-office-expansion-into-local-communities-with-many-advisors-saying-bring-it-on-but-smaller-rias-could-find-out-theyre-building-on-rented-land-