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/

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-dealers, and IMOs to integrate directly with Zinnia's platform while retaining full control of the user interface and workflow. Through a comprehensive set of APIs, partners can access and orchestrate core insurance functions from lead to claim without relying on a predefined interface. The capabilities are built on a modular, service-based architecture exposing functions including lead submission, illustration and quoting, suitability processing, application submission, and in-force policy servicing. CEO George Esposito stated that the future of distribution will be defined by how seamlessly insurance fits into any experience and by the flexibility firms have to build on their own terms. The Insured Retirement Institute last month approved four in-force transaction APIs built on the Enterprise API framework contributed by Zinnia, establishing a shared foundation for real-time annuity servicing. Chief Growth Officer Ann Nanda stated that carriers and distributors need infrastructure that can adapt as digital and AI-driven experiences evolve, reducing friction and enabling more connected digital experiences.

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 Amplify's digital onboarding workflow and continue through multi-custodial account opening, investment management, trading, and performance reporting. The connection eliminates duplicate data entry across the client lifecycle by automatically populating onboarding fields such as name, address, email, date of birth, and phone number once Wealthbox is connected via secure authorisation. Wealthbox joins an expanding list of Amplify integrations that includes Redtail CRM, Goldman Sachs Custody Solutions, and DocuSign. The partnership reflects Amplify's API-first architecture, which is designed to consolidate best-in-class FinTech tools into a single operating environment rather than fragmented workflows. Amplify is a unified wealth management operating platform serving RIAs, broker-dealers, and wealth management enterprises, currently supporting more than 655 advisors and $24.5bn in assets. Amplify chief product officer Churni Bhattacharya stated that the integration exemplifies the firm's all-in-one approach of building where appropriate and partnering where appropriate while maintaining a unified underlying layer of data, execution, and presentation.

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. The report compiled responses from 200 senior executives at asset managers, pension funds, and insurance companies worldwide, each overseeing a minimum of $10bn in assets under management. Vendor consolidation (58%) and modernising technology architecture and data infrastructure (54%) emerged as the foremost technology initiatives among buy-side firms. Vendor stability was ranked the most important criterion for assessing third-party AI solutions by 57% of respondents, ahead of feature sets. Innovation overtook operational efficiency as the primary driver of technology investment decisions for the first time in three years, cited by 55% of respondents. Optimism around private markets and alternative investments rose to 51% in 2026, up 24 percentage points from 27% in 2025.

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 launched an AI-based marketing intelligence system serving over 80,000 advisors and insurance professionals. Advances AI-driven personalization in advisor marketing technology. Read More: WealthTech Strategy Partners Blog Antler India Leads Pre-Seed Funding for Global WealthTech Startup Rovia Antler India led a pre-seed funding round for global WealthTech startup Rovia. Highlights growing early-stage investor appetite for cross-border WealthTech. Read More: WealthTech Strategy Partners Blog WealthTech Strategy Partners Welcomes Former T. Rowe Price Executive Steve Larson as Senior Advisor WealthTech Strategy Partners appointed former T. Rowe Price executive Steve Larson as senior advisor. Strengthens the firm's strategic advisory depth with seasoned industry leadership. Read More: WealthTech Strategy Partners Blog Your Regulator Isn't the SEC. Your Risk Is Bigger Than You Think. The article argues advisors face regulatory risks extending well beyond the SEC. Reframes compliance strategy around broader, often-overlooked oversight exposure. Read More: WealthTech Strategy Partners Blog Robinhood launches forgivable loans for RIAs, preps wider referral rollout Robinhood launched forgivable loans for RIAs while preparing a wider referral rollout. Escalates Robinhood's aggressive push into the independent advisor market. Read More: WealthTech Strategy Partners Blog Epiris Acquires Winterflood Business Services in UK Wealth Infrastructure Carve-Out Epiris acquired Winterflood Business Services in a UK wealth infrastructure carve-out. Reshapes ownership of critical UK wealth back-office infrastructure. Read More: WealthTech Strategy Partners Blog Schwab elicits strong RIA reactions about planned wealth office expansion into local communities Schwab's planned wealth office expansion into local communities drew strong reactions from RIAs. Raises channel-conflict tensions between custodians and independent advisors. Read More: WealthTech Strategy Partners Blog Larry Roth joins JIFFY AI advisory board as wealth tech race heats up Larry Roth joined JIFFY AI's advisory board as the wealth tech race intensifies. Lends industry credibility to JIFFY AI amid heightened competition. Read More: WealthTech Strategy Partners Blog Robinhood, TradePMR Launch RIA Referral Program Robinhood and TradePMR launched a joint RIA referral program. Deepens Robinhood's distribution reach into the RIA channel. Read More: WealthTech Strategy Partners Blog AlphaSense Raises $350M at $7.5B Valuation to Expand AI Market Intelligence Platform AlphaSense raised $350M at a $7.5B valuation to expand its AI market intelligence platform. Reinforces strong investor conviction in AI-powered financial research. 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 WealthTech Safari

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 round, alongside new shareholders D. E. Shaw Ventures and Pinegrove Opportunity Partners. Sophie Bower-Straziota of Vitruvian Partners has joined the board. The company serves more than 7,000 enterprises worldwide, including Adobe, Amazon, Nvidia, and Pfizer. Its platform applies AI to a content library of more than 500 million business documents, spanning equity research, earnings calls, and regulatory filings, to surface insights for financial services and consulting users. Alongside the raise, AlphaSense launched SuperAnalyst, an AI agent built to autonomously run complex financial and strategic workflows. The capital is earmarked for platform enhancement, content library growth, international expansion, and customer support infrastructure. For wealth managers, advisors, and platforms, the news illustrates a high-value use of AI. The strongest deployments involve massive, unstructured data sets where nuance and inference matter, exactly the territory AlphaSense occupies, rather than regulated activities such as direct investment advice. As firms weigh where AI delivers real returns, research, content synthesis, and analyst support stand out as clear wins. https://www.fintechfutures.com/venture-capital-funding/alphasense-bags-350m-funding-round

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 with approximately 17 advisory firms following Robinhood's acquisition of TradePMR at the end of 2024. The program is available to RIA firms with at least $500 million in assets and a TradePMR relationship, while clients access it through a phone app that lets them browse advisory firms by swiping. The network targets customers with $250,000 in assets, though operational efficiencies are expected to make lower-balance relationships profitable for advisors over time. TradePMR extended its contract with custody and clearing partner Wells Fargo through 2032, allowing RIAs to remain with Wells Fargo or move clients to Robinhood. The company introduced Robinhood Cortex for Advisors, an AI tool built into TradePMR's Fusion platform that provides no-cost AI-generated summaries of client portfolios, including holdings, performance, and tax insights. TradePMR has filed with FINRA to give RIAs and their clients access to Robinhood Ventures funds and IPOs, subject to regulatory approval.

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 leadership experience, including roles as chief executive of Advisor Group from 2006 to 2013 and Cetera Financial Group from 2014 to 2016. Roth's operational record includes guiding Advisor Group through the 2008 financial crisis amid parent company AIG's instability and steering Cetera through the Chapter 11 restructuring of parent RCS Capital Corp. He currently serves as founder and CEO of consulting firm Ascentix Partners, formerly RLR Strategic Partners, advising wealth management firms, fintech companies, and investors on growth and mergers and acquisitions. Roth contends that competitive advantage in wealth management will increasingly stem from industry-specific AI capabilities rather than generic technology built for general workflows. JIFFY AI launched its AI Advisor Companion in March at the T3 Technology Conference, a tool that prepares advisors for meetings, automates note-taking, and generates compliance-ready documentation while claiming up to 40 percent efficiency gains. JIFFY AI's existing client base includes Cetera Financial Group, Roth's former network, which partnered with the company in 2022 to expand its automation capabilities.

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-analyst-says Schwab is expanding its Wealth Advisory network with 30 new local community offices, creating a potential source of direct competition for independent advisory firms. Smaller advisory firms that historically relied on Schwab’s referral network for client acquisition face significant growth challenges as the custodian shifts to keeping more assets in-house. Industry analysts describe reliance on custodial referral programs as "building on rented land," suggesting that smaller firms are increasingly vulnerable to Schwab's internal profit strategies. The expansion complicates the dynamic between custodians and advisors, as Schwab’s shift toward centralizing its wealth management incentives creates clear conflicts of interest. While some large firms claim to be unaffected, smaller RIAs may struggle to maintain their independent status while operating within constraints shaped by a primary custodial partner. Schwab has increased the asset threshold for its client referral program to $2 million, effectively diverting prospective leads away from smaller independent RIAs toward its internal wealth management solutions. The competitive landscape is evolving as Schwab scales its direct wealth business, which may result in a permanent reduction of new client leads previously available to independent advisors.

UK private equity firm Epiris has acquired Winterflood Business Services (WBS) from Marex Group plc, establishing the trading and custody specialist as a standalone, technology-led financial infrastructure business. GP Bullhound acted as financial advisor to Epiris on the transaction, which completed on June 1, 2026. Terms were not disclosed. Founded within Winterflood Securities in 2010, WBS provides execution, custody, and reporting to UK wealth and retail investment platforms through its proprietary EOS technology platform, with clients including Fidelity, Transact, and Vanguard. The business administers more than $23 billion in assets across institutional wealth managers, retail platforms, and brokerage firms. The deal was structured alongside Marex's purchase of Winterflood Securities from Close Brothers; Marex retains the Winterflood market-making, corporate broking activities, and brand, while WBS becomes a dedicated wealth infrastructure platform under Epiris Fund III. The carve-out positions WBS to deepen its product offering and expand beyond its current UK client base, supported by structural tailwinds including the shift from mutual funds toward exchange-traded products and growing demand to outsource trading and custody. Alex Kerry will remain Chief Executive Officer alongside the existing management team. For advisors and platforms, the transaction signals continued investor appetite for the operational plumbing that underpins modern wealth management. https://www.gpbullhound.com/articles/gp-bullhound-advised-epiris-on-its-acquisition-of-winterflood-business-services/