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Broadridge Financial Solutions. (2026, June 16). Aviso advances technology modernization with Broadridge's wealth platform. Yahoo Finance. https://ca.finance.yahoo.com/news/aviso-advances-technology-modernization-broadridges-113000089.html Canadian wealth services provider Aviso is collaborating with Broadridge Financial Solutions, Inc. to support the next phase of technology modernization for its Aviso Correspondent Partners business by deploying Broadridge's Wealth Platform. The initiative forms part of Aviso's long-term strategic vision and expanded multi-year relationship with Broadridge, deepening collaboration as part of a broader partner ecosystem. Aviso will leverage Broadridge's Wealth Platform, which provides a next-generation open API architecture and innovative Advisor Workstation components. The solution combines Broadridge's technology and books and records engine with Aviso's own capabilities and select third-party partner applications to deliver a seamless, scalable experience for partners. The enhanced Advisor Workstation is intended to increase advisor productivity, enable accelerated onboarding of new tools, reduce internal integration work and costs, and provide real-time access to data and insights while digitizing operations. Bill Packham, President and Chief Executive Officer of Aviso, stated that the strategy focuses on delivering smarter, more agile digital experiences for clients and advisors while creating a foundation for future innovation. The modernization positions Aviso to capitalize on growth opportunities while responding more readily to industry evolution and regulatory developments.

O'Connell, J. (2026, June 15). Agentic AI is not a chatbot. The Oasis Group. https://theoasisgrp.com/peaks-perspective/agentic-ai-is-not-a-chatbot/ Agentic AI differs from a chatbot because it takes action toward a defined objective across multiple systems through multi-step reasoning and tool use rather than producing a single response to a prompt. It is distinct from robotic process automation in that it can reason, adapt to exceptions, and route unusual cases for human review rather than following a rigid script. The infrastructure required to deploy a meaningful agentic workflow has shifted from an enterprise IT project to a configuration an operations team can complete in weeks using tools such as Microsoft Copilot Studio and purpose-built WealthTech systems. Enterprise deployments have moved past experimentation, with Morgan Stanley reporting 98 percent advisor adoption of its OpenAI-built assistant and Carson Group projecting its assistant will let advisors double the households they serve within five years. The highest-return use cases for firms in the $100 million to $1 billion AUM range include quarterly review preparation, client onboarding, portfolio monitoring, compliance support, and personalized client communication, all structured as automated workflows with a human in the loop. Four foundations must precede deployment, namely system integrations, clean and consistent data, documented processes, and a written governance and supervisory framework, the last of which the SEC's 2026 Examination Priorities now address explicitly. Firms under roughly $4 to $5 billion in AUM should invest in AI tools and clean CRM data rather than building a data lake, and should begin by automating a single well-defined workflow before expanding. Knote: It's nice to see agentic AI moving from daydream phase to practical advice phase.

Here is a quick summary of recent Alts2Wealth activity: Altruist launches fully integrated alternatives capabilities in partnership with Blackstone, KKR, JPAM Franklin adds alternative assets models with Corastone RFG partners with iCapital for alternatives Morningstar partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch public/private model portfolios Stepstone and PitchBook launch private asset benchmarking product Robinhood's Venture Fund I (RVI) is up 78% from issuance last March, if anyone is watching. Although it is off over 40% from it's high. Knote: Just about everyone has Alts2Wealth on their 2026 roadmap and we are starting to see people executing. Let's hope the money follows.

Mili. (2026, June 15). First state financial management selects Mili, bringing AI-powered advisor workflows to community bank wealth management. PR Newswire. https://www.prnewswire.com/news-releases/first-state-financial-management-selects-mili-bringing-ai-powered-advisor-workflows-to-community-bank-wealth-management-302800293.html First State Financial Management, the wealth management subsidiary of the $4.5 billion First State Community Bank in Missouri, has selected Mili as its AI platform across an advisor team serving more than 50 statewide locations. Community banks represent the only physical banking presence in roughly one of every five American counties, yet their advisory programs have historically operated with a fraction of the technology available to national firms. FSFM advisors use Mili to run client meetings end to end, including preparation from firm records, real-time note-taking without recordings or bots, CRM updates, and follow-ups drafted in each advisor's voice. Every document Mili produces for FSFM carries the firm's own compliance disclosures. Neil Bales, President of FSFM, stated that tasks which previously pulled advisors away from clients now run quietly in the background and positioned the firm as a potential model for community bank advisor growth. Chirag Gandhi, Co-Founder and CEO of Mili, stated that this generation of technology reaches community bank advisors and the largest national firms simultaneously, giving relationship-focused firms access to the same intelligence as the best-funded institutions. FSFM and Mili are extending the platform into automated form processing, including annuity paperwork, required minimum distribution workflows, and deeper integrations with the firm's planning and portfolio systems.

Shome, A. (2026, June 15). "We are very acquisitive": eToro considers buying wealth-tech firms, mulls banking licence. Finance Magnates. https://www.financemagnates.com/fintech/we-are-very-acquisitive-etoro-considers-buying-wealth-tech-firms-mulls-banking-licence/ eToro co-founder and CEO Yoni Assia confirmed that the Nasdaq-listed company is pursuing multiple acquisitions in the wealth-technology space following its public listing last year. The firm is in talks with two wealth-tech companies, one based in the United States and one elsewhere, and is working with investment bankers to complete the transactions. eToro is evaluating expansion into traditional payments and may apply for banking licences or acquire a bank, with a stated focus on payments rather than lending. Assia identified diversification into payment services as a hedge against asset movements and cited acquisition capacity as a primary reason for listing. In the first quarter of 2026, eToro reported net income of $82 million on revenue of $258 million, with commodities representing roughly 60 percent of trading commissions while crypto volume declined. Founded in 2007, eToro has completed approximately half a dozen acquisitions, most before its listing, with the self-custodial wallet provider Zengo acquired earlier this year. Assia projected a significant wave of industry consolidation in which not all businesses will remain viable as independent public companies. Knote: eToro is behind Robinhood on building the omni-app for investors, but it sounds like they are intent on catching up. Both are trying to be the "one stop shop" for nextgen investors, who want to see their entire financial lives compressed into 6.2"x2.8")

Voss, M. (2026, June 12). Scale, differentiate, or get left behind: Inside the 2026 TAMP Growth Summit leadership panel. The Wealth Advisor. https://www.thewealthadvisor.com/article/scale-differentiate-or-get-left-behind-inside-2026-tamp-growth-summit-leadership-panel The Wealth Advisor's TAMP Growth Summit, held June 10, 2026, convened executives from across the outsourced wealth management ecosystem, with participating firms reporting roughly 32% annual asset growth in recent years. Panelists characterized the industry as moving toward convergence, positioning AI as a means of unifying fragmented technology, data, and advisor workflows rather than adding further software layers. Multiple executives argued that the term "TAMP" no longer captures the expanded service scope, citing Brookstone's trademark-pending "TAMP+" designation and SEI's framing of providers integrating investments, planning, tax management, and private markets. AssetMark reported that advisors who outsource key functions reclaim more than nine hours per week, while its most engaged advisors achieve low-double-digit organic growth net of market performance. Dynasty's Marc Hineman forecast a more segmented industry of scaled specialists, self-directed investors, and hybrid models, describing the future advisor as "cybernetic" in combining human judgment with automation. AdvisorEngine cited that 45% of advisors managing more than $250 million lack standardized workflows and 83% report insufficient time to grow, framing standardization as a prerequisite for scale. Greenrock's Brendan Malone cautioned that as AI homogenizes advice, independent thinking and a distinctive point of view become the more durable competitive advantage. Knote: All well and good, but we feel alternatives is the $1 growth opportunity for TAMPs. If they get their game together, they could well be the arbiter and caretaker of 80% of the alternatives in the RIA channel.

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of June 12, 2026 AI Adoption Surges Among Investment Managers in 2026 Seven in ten investment managers now actively deploy AI in their front offices per SimCorp's 2026 InvestOps Report, up sharply from roughly one in ten a year earlier. With vendor stability ranked above feature sets and innovation overtaking efficiency as the top investment driver, buy-side firms are prioritizing trusted, consolidated technology partners. Read More: WealthTech Strategy Partners Blog Amplify Adds Wealthbox CRM to Multi-Custodial Platform Amplify Technology integrated Wealthbox CRM into its AI-native, multi-custodial RIA operating platform, letting client data flow directly into onboarding, account opening, trading, and reporting. The connection deepens Amplify's API-first push to consolidate best-in-class tools into one unified data and execution layer for the 655-plus advisors it serves. Read More: WealthTech Strategy Partners Blog Zinnia Introduces Headless Order Entry Capabilities to Power the Next Era of Insurance Distribution Zinnia launched headless annuity order entry, letting carriers, banks, broker-dealers, and IMOs embed its insurance functions through APIs while retaining full control of their own interface. The modular, API-driven approach positions Zinnia as connective infrastructure for an insurance distribution market moving toward flexible, AI-ready digital experiences. Read More: WealthTech Strategy Partners Blog Goodreid Investment Counsel Deploys d1g1t to Scale Operations and Digitally Transform the Client Experience Toronto-based Goodreid Investment Counsel, managing roughly C$900 million, deployed d1g1t's institutional-grade platform for portfolio management, reporting, and client engagement after a decade on its prior system. The switch underscores a broader shift toward integrated platforms that unify the wealth lifecycle and cut reliance on disconnected legacy systems. Read More: WealthTech Strategy Partners Blog Temenos Acquires additiv to Strengthen Its Wealth Proposition and Accelerate AI-Driven Orchestration Temenos agreed to acquire Swiss fintech additiv, an AI-enabled orchestration platform, to strengthen its wealth proposition and add native mass-affluent capabilities. The deal, expected to close in early Q3 2026, expands Temenos' experience and orchestration layer and accelerates its push into hybrid wealth models and agentic, AI-driven workflows. Read More: WealthTech Strategy Partners Blog WealthReach Raises $1M Seed Round and Forms Advisory Board to Expand Its Organic Growth Platform WealthReach, a New York organic growth platform for RIAs, raised a $1M seed round led by Cecure Corporation and formed a strategic advisory board. By concentrating AI on prospecting, content, and engagement rather than regulated advice, WealthReach targets the lowest-risk, highest-return uses of the technology in wealth marketing. Read More: WealthTech Strategy Partners Blog Vestd Secures Foresight Backing for Growth Push UK sharetech platform Vestd secured its first institutional investment from Foresight Group to build infrastructure as a licensed PISCES operator and scale internationally. The funding backs Vestd's expansion into India, enterprise products, and an AI program, positioning it within the FCA's emerging private-company share-trading regime. Read More: WealthTech Strategy Partners Blog HyperNorm AI Raises $2.2M to Bring Explainable AI to Wealth Advisors Bengaluru-based HyperNorm AI raised $2.2 million in a seed round co-led by Capital 2B and SenseAI Ventures to expand its explainable decision-intelligence software for wealth advisers. Its focus on transparent, mandate-aligned alerts rather than direct recommendations stakes out a defensible position as US regulators sharpen scrutiny of adviser conduct. Read More: WealthTech Strategy Partners Blog Feel free to reach out if you want to discuss any of the above or if you just want to chat about WealthTech. We love talking WealthTech! Subscribe and receive these insights directly: wealthtechstrategy.com

HyperNorm AI, a Bengaluru-based startup building decision intelligence software for wealth advisers, has raised $2.2 million in a seed round co-led by Capital 2B and SenseAI Ventures. Boundless Ventures, iOPEX Technologies, and angel investors including Dr. Amit Sheth and Bhavin Manek also participated. Founded in 2024 by Keyur Faldu and Peeyush Jain, the company sells tools for registered investment advisers and wealth managers, and says it has paying clients across the US, Singapore, and India. The software monitors multi-asset portfolios, flags client accounts that may need attention, explains the factors behind those alerts, and suggests actions aligned with each client's mandate. The company said it will use the capital to accelerate product development, expand in the US and other markets, and strengthen its engineering and AI research teams. Notably, the founders bring backgrounds in AI and software rather than wealth management. For advisers, the launch lands on a closely watched question of where AI belongs in the practice. Industry frameworks tend to favor AI for parsing large, unstructured datasets while cautioning against its use in regulated activities such as recommendations. HyperNorm's emphasis on explainable, mandate-aligned output reads as a bet on the defensible side of that line, a positioning that matters as US regulators scrutinize adviser conduct. https://www.techinasia.com/news/indian-wealthtech-startup-hypernorm-ai-raises-2-2m

Haxell, J. (2026, June 9). Vestd secures Foresight backing for growth push. FinTech Global. https://fintech.global/2026/06/09/vestd-secures-foresight-backing-for-growth-push/ Vestd, a UK sharetech platform focused on equity inclusion for private companies, has secured a growth investment from Foresight Group in its first-ever institutional funding round. The investment will fund development of Vestd's infrastructure as a licensed PISCES operator under the Financial Conduct Authority's new private company share-trading regime. Additional capital will be directed toward scaling operations in India, expanding enterprise product capabilities, and executing a strategic AI programme. Vestd has been profitable for several years and last raised funds from friends and associates in summer 2021, making this its first institutional backing. CEO Ifty Nasir stated the company sought investment to accelerate initiatives such as PISCES, the India opportunity, and its enterprise product roadmap more quickly. Vestd launched Vestd India last year following a partnership with Trica Equity and reports positive early momentum in that market. Foresight senior investment manager Salim Chantler described Vestd as operating in an attractive, underpenetrated market with a differentiated product embedded in customer workflows.

D1g1t Inc. (2026, June 9). Goodreid Investment Counsel deploys d1g1t to scale operations and digitally transform the client experience. PR Newswire. https://www.prnewswire.com/news-releases/goodreid-investment-counsel-deploys-d1g1t-to-scale-operations-and-digitally-transform-the-client-experience-302792169.html d1g1t announced that Goodreid Investment Counsel has deployed its institutional-grade wealth management platform to support business growth and deliver a more connected digital experience to clients. Goodreid, a Toronto-based private, employee-owned firm with approximately $900 million CAD in assets under management, adopted d1g1t after using its previous platform for a decade. The firm sought a platform offering greater operational efficiency, portfolio management capabilities, and client-facing digital tools suited to high-net-worth families, individual investors, and institutions. Through d1g1t, Goodreid uses an integrated platform powered by advanced analytics for portfolio management, trading and rebalancing, performance reporting, and client engagement. A white-labelled investor portal and native Android/iOS mobile app allow clients to self-serve and securely collaborate with their advisor while reducing operational overhead. d1g1t CEO Dr. Dan Rosen and Goodreid VP of Corporate Development Adam Reid stated that the platform supports active portfolio management, scalability, and a stronger digital-first client experience. The selection reflects a broader industry shift toward integrated technology platforms that unify the wealth management lifecycle and reduce reliance on disconnected systems.

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, and retain clients by uniting AI prospecting tools with established growth methodologies. WealthReach identifies high-intent prospects through website visitor identification and off-site intent data, then supports outreach with AI-generated sequences. Its ecosystem now spans three engines, including Attract for search visibility and Multiply for referral automation, the latter built on intellectual property the company acquired from Model FA. Co-founder and CEO Michael Barrasso has positioned WealthReach as a comprehensive, compliant organic growth partner for firms that previously assembled marketing efforts piecemeal. The funding matters to advisors and platforms watching where AI delivers real value in wealth management. WealthReach concentrates AI on prospecting, content, and client engagement, which sit among the strongest, lowest-risk applications of the technology, while steering clear of regulated activities like investment advice. That focus reflects a broader industry lesson on the best and worst uses of AI, where firms that apply it to marketing and data-rich workflows tend to capture gains without inviting compliance exposure. Source: https://www.businesswire.com/news/home/20260610930482/en/WealthReach-Raises-%241M-Seed-Round-Forms-Strategic-Advisory-Board-to-Drive-Expansion-of-Its-Organic-Growth-Platform

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 part of the Temenos Group upon completion, retaining its name, brand, and founder-led team running the business on a stand-alone basis. The deal strengthens Temenos in wealth management with native mass-affluent capabilities and a proven AI-enabled orchestration layer. additiv reports 30 global clients, implementations as fast as three to six months against an industry norm near 12, a Net Promoter Score of +90, and net revenue retention of 138%. Temenos is acquiring 100% of additiv, with consideration split roughly 50% in cash and 50% in equity. Completion is expected in early Q3 2026, subject to customary closing conditions, and the transaction is expected to be marginally accretive to Temenos full-year 2026 ARR guidance. For advisors, platforms, and integrators, the acquisition signals where AI is generating real value in wealth: orchestration, compliance, and automating multi-step workflows with proper controls and governance, rather than the regulated activities of investment advice and recommendations where AI carries greater risk. additiv's technology lets financial institutions automate processes using AI agents with the right guardrails, improving advisor productivity and reducing cost to serve. It is a clear example of applying AI to large data sets and complex, nuanced journeys where the technology is best suited, while leaving regulated decisions to established frameworks. https://www.temenos.com/press_release/temenos-acquires-additiv-to-strengthen-its-wealth-proposition-and-accelerate-ai-driven-orchestration/