WealthReach's $1M seed targets advisor search visibility
The advisor-marketing startup's small seed round goes after the industry's oldest weakness: being found before the first meeting.
August 19
Deals & PE 14 stories this week · 14 total
Where the capital moves — PE and VC activity touching wealth management, fund launches, and raises.
Eagle Point commits $1.3 billion mezzanine to Anthropic data center
A $14 billion middle-market manager takes the largest mezzanine position in a $16 billion AI data-center project financing.
Siebert deepens FusionIQ investment with 10-year pact
The broker-dealer is adding capital and a decade-long roadmap across wealth, institutional and digital-asset lines.
Arbo buys Cone CPA, adding tax and CFO services
The Atlanta firm adds human tax and CFO expertise atop its IRS-transcript engine.
MAI's double RIA deal is a bet on geography
The Carlyle-backed firm enters Atlanta and deepens California, moving from accumulating assets to owning specific markets.
Siebert and Unusual Whales to build ETFs from market data
The partnership tests whether a retail following built on market data can win the advisor trust most ETF launches never get.
Edward Jones's Quicken stake attacks the planner's organizing problem
The brokerage's minority stake puts a consumer finance app inside the advisor-client conversation, betting that organization is where planning begins.
Siebert deepens FusionIQ investment with ten-year transformation pact
The ten-year pact makes FusionIQ the core of Siebert's technology roadmap for digital wealth.
CVC DIF buys majority stake in Frankfurt data center operator firstcolo
CVC DIF's value-add fund is buying AI-ready capacity in Germany's densest data center market, handing CUBE Infrastructure an exit a day after its own fund posted fresh sales.
Goldman's Neos deal puts a price on the race to own product factories
Schwab's Forge close and Orion's Goldman custody integration extend the same logic. The likely cost to RIAs is fewer independent entry points.
The Commonwealth diaspora dominates this week's AUM flow
Merit and Hightower pulled nearly $5 billion from LPL's future book while the week's other deals moved no disclosed assets.
Robinhood Accelerates Private-Market Fund Debuts
Robinhood is cutting the time to launch closed-end private-market funds as it pushes further into venture capital for retail customers.
Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
Recruiting roundup shows rivals picking off Commonwealth teams as Hightower expands.
Goldman to Buy ETF Provider Neos for Up to $2.25B
Cash-and-equity deal would push Goldman's ETF assets to about $130 billion.