financial advisors - FinTecBuzz

Pluto Launches AI-Powered Lending Platform for Private Markets

January 12, 20265 min

The company also announced $8.6 million in seed funding from Motive Ventures, Portage, Apollo, and Hamilton Lane to build AI-powered credit infrastructure that enables financial advisors and their high-net-worth clients to borrow against private equity, venture, and alternative assets without selling. Pluto Financial Technologies, Inc. has launched the first AI-powered lending platform purpose built for private markets, backed by Motive Ventures, Portage, Apollo Global Management, Hamilton Lane, Tectonic Ventures, and Broadhaven Ventures. Pluto has raised...

by WealthFeed

Investments

ACM Partners With WealthFeed AI-Powered Lead Gen to Fuel Organic Growth

January 7, 20266 min

Financial advisors participating in ACM’s PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed

by PRNewswire

Platforms

Envestnet Unveils Fourth Quarter Tamarac Platform Enhancements

December 29, 20255 min

Envestnet, a leading provider of Adaptive WealthTech for financial advisors, today announced the rollout of its fourth-quarter platform technology updates for the Envestnet | Tamarac platform, delivering meaningful improvements designed to help RIAs scale more efficiently, reduce operational risk, and deliver a more consistent client experience across growing books of business. As RIAs face rising client expectations, margin constraints, and increasing regulatory complexity, the Q4 Tamarac release is squarely focused on removing friction from daily workflows: particularly...

by BusinessWire

Investments

Sound Point, CAIS Partner to Expand Private Credit Access for Advisors

December 5, 20253 min

Sound Point Capital Management, LP, a leading global alternative credit manager with over $45 billion in assets under management, announced a new partnership with CAIS, the leading alternative investment platform for financial advisors. The collaboration is focused on expanding access to Sound Point’s institutional-quality private credit strategies through the wealth management channel. “We’re excited to bring Sound Point’s longstanding expertise in private credit to a broader audience of financial advisors and their clients,” said Stephen...

by PRNewswire

Investments

Arete Wealth, Pontera Partner to Empower Advisors with Secure Access

November 13, 20254 min

Integration empowers advisors to securely connect to clients' workplace retirement assets for holistic planning, optimization, and more

by Docupace

Platforms

PreciseFP Launches AI Tools for Advisor Data Collection

November 5, 20256 min

Docupace’s award-winning platform transforms how financial advisors capture critical info and engage clients

by PRNewswire

Platforms

Envestnet Elevate 2026 Conference Registration Open

October 29, 20254 min

Envestnet Elevate Brings Together Thousands of Financial Advisors, RIAs, Enterprises & FinTech Leaders to Showcase How Adaptive WealthTech Drives Productivity & Growth to Create a Lasting Competitive Advantage Envestnet announces that registration is open for Envestnet Elevate 2026, scheduled for May 19-20, 2026 at the Phoenix Convention Center in Phoenix, AZ. More than 2,000 professionals from registered investment advisors (RIAs), broker-dealers, and asset managers are expected to converge at this year’s top industry conference. The agenda will...

by BusinessWire