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Saturday, October 3, 2026The Morning Brief →Sign in
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Christopher Zook

In PWD coverage since August 14, 2026 · 4 stories
PWD coverage
Deals & PE

The AI-wealth premium moves from the model to the pipes

A $250 million check from Dave Duffield and a $15 million round anchored to 170 custodian connections say the rail is now the scarce asset in wealth technology.
portfolio · Sep 16The alternatives shelf splits into $2.8B pooled funds and $18,000 SPVs
Filings · Sep 16CAZ raises $175.3 million with the ceiling left blank
RIA · Aug 14Alto launches private deal room for RIAs; CAZ funds land on SoFi
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