In this month’s roundup, Amplify integrated with Wealthbox and Goldman; Advisor360° appointed Milind Mehere as CEO; FINNY launched a platform for large firms; Meradia named Swati Gupta to lead its AI work; YCharts introduced an AI assistant; VastAdvisor connected customer data with marketing campaigns; Asset-Map introduced services; Feathery, SEI, Jump and TaxStatus added tools; and WealthReach raised $1 million.
Amplify Expands CRM And Custody Integrations
Amplify expanded its operating platform through a new Wealthbox CRM integration and a separate Custody Command Layer integrated with Goldman Sachs Custody Solutions. The Wealthbox connection moves client data into Amplify’s digital onboarding workflow and through multi-custodial account opening, investment management, trading and performance reporting, while the custody offering brings Goldman Sachs account-opening and operations capabilities into Amplify’s environment for independent RIAs, enterprises and platforms.
The Wealthbox integration can populate onboarding fields including names, addresses, email addresses, dates of birth and phone numbers after secure authorization within Amplify. The Custody Command Layer is designed to support account opening, funding, trading and maintenance within the platform, with custody, trading, investment management, service and billing data combined in one operating environment.
Aaron Brodt, CEO and Co-Founder of Amplify, said, “This innovation is long overdue. It’s possible because of Goldman Sachs’s commitment to being digitally forward.” He said the collaboration addresses a technology need that has existed for some time.
Advisor360° Names Milind Mehere CEO
Advisor360° appointed Milind Mehere as CEO as the wealthtech firm plans further investment in AI, product development and platform expansion. Mehere succeeds Mike Fanning, who will remain involved as a Strategic Advisor during the transition, and takes the role after serving for two years on Advisor360°’s Board of Directors, giving him prior familiarity with the company and its enterprise wealth management platform.
Mehere previously co-founded advertising technology company Yodle, which grew to more than $200 million in revenue before Web.com acquired it. He later founded and led private-markets investing platform YieldStreet, now WillowWealth, for nine years, and most recently founded AutonomyFinance.ai.
Mehere said, “Advisor360° has built what most companies are still trying to assemble: scaled enterprise software, a connected data model, deep advisor workflows, and a profitable business serving nearly 2 million households and 10,000 advisors. That’s a powerful foundation for building applied AI in wealth management. We’re at an inflection point for how AI reshapes advice, advisory productivity, and firm growth. My goal is to help this team accelerate that transformation and build a platform that makes advisors smarter, faster, and more competitive.”
Feathery Launches AI Submission Analytics For Insurance Carriers
Feathery launched AI Portfolio Submission Analytics, a product for insurance carriers that analyzes historical submissions to identify patterns associated with quote and bind outcomes. The offering examines information across large sets of submissions, including material contained in unstructured documents and supporting files, and is intended to surface relationships involving appetite alignment, broker performance, emerging risks and growth opportunities that may not appear in the limited fields used for rating or underwriting.
The product uses Feathery’s document intelligence capabilities to identify and structure recurring data points, compare submission characteristics with bind results and produce portfolio-level analysis. Feathery said the offering can also enrich historical submissions with third-party data and deliver analytics-ready datasets into carriers’ existing data environments.
Zack Khan, Co-Founder of Feathery, said, “Every submission contains valuable market intelligence, especially the ones you decline or lose. Historically, carriers have only been able to analyze a handful of structured fields needed for rating. With AI Portfolio Submission Analytics, we’re helping carriers unlock insights from their entire submission history, giving underwriting teams a better understanding of why they win, why they lose, and where they should focus next.”
FINNY Launches Enterprise Platform With Mercer Advisors
FINNY launched FINNY for Enterprise Teams, a centralized prospecting and marketing platform for large wealth management firms, with Mercer Advisors as an enterprise user. The product enables centralized marketing and business development teams to manage personalized prospecting, outreach and lead routing across groups of advisors, while Mercer Advisors expanded an initial pilot with regional leaders into outreach covering tens of thousands of prospective clients.
The platform includes lead routing based on geography, specialization and relationship signals; centralized email and LinkedIn campaigns delivered on behalf of advisors; a shared inbox and analytics interface; and role-based permissions, approval workflows and compliance controls.
Eden Ovadia, Co-Founder and CEO of FINNY, said, “Large wealth management firms with ambitious organic growth goals must have diversified sources that drive growth. FINNY for Enterprise Teams reflects how large, modern RIAs actually grow—a centralized team, shared infrastructure, and cohesive growth and marketing strategies, now equipped with AI, generating demand for every advisor in the firm.”
Meradia Appoints Swati Gupta To Lead Applied AI
Meradia, an F2 Strategy company, appointed Swati Gupta as Head of Applied AI to expand its work across AI, data and digital transformation for investment management clients. Gupta will support enterprise data and platform optimization, cloud adoption and operating model design, with a focus on investment and operational workflows as wealth and asset management firms seek to move AI projects from isolated use cases into broader enterprise processes.
Gupta previously served as Vice President of Engineering at Ascensus, where she led teams and platform modernization initiatives focused on performance, according to the announcement. Her appointment adds to Meradia’s capabilities in AI, data strategy and enterprise transformation.
Gupta said, “What excited me about Meradia was the opportunity to help firms modernize the foundations needed to scale AI effectively. AI can create tremendous value, but only when organizations have the right infrastructure connecting it to the data, platforms and workflows that drive day-to-day execution.”
YCharts Launches ‘Y’ AI Agent
YCharts launched “Y,” an AI agent for financial advisors and asset managers that operates within the company’s investment research and analytics ecosystem. The tool is designed to support research, portfolio analysis, proposal creation, reporting and client communications through a conversational interface, and YCharts said users can access it when they choose rather than being required to adopt it across their workflows immediately.
The company developed Y over six months and conducted multiple stages of user testing, including a beta group from late May into early June. YCharts said the tool includes compliance guardrails and customizable disclosure language.
Chief Product Officer Caleb Eplett said the company built the product in response to advisor demand for easier access to capabilities already available within the platform and for conversational interaction with technology. “We’ve often heard advisors ask for ways to get more value from the breadth of capabilities already available within YCharts.”
SEI Adds Unified Data And Manager Platform
SEI introduced an enhanced platform for public and private market investment managers that combines SEI Data Cloud, its centralized data foundation, with SEI Scope, a manager portal for workflows, analytics and oversight. The company said the combined environment is intended to improve access to operational data, near real-time visibility and process efficiency across the investment management lifecycle, including reporting, net asset value (NAV) processes, workflow monitoring and decision support.
The platform includes automated NAV packages, embedded quality-control checks, configurable workflows, analytics and digital NAV drill-down capabilities. SEI also described related investments in Fenergo’s client lifecycle management technology for AML, KYC and onboarding; integrated waterfall calculation and scenario-analysis tools linked to live fund data; and SEI Access for CITs, an automated collective investment trust onboarding platform with data capture, digitized applications and collaborative dashboards.
Chris Edwards, Head of IMS Client Enablement for SEI, said, “These investments reinforce our long-standing commitment to building a scalable, intelligent operating model that managers can trust.” He explained that the company’s technology investments are intended to support an operating structure that can expand with managers’ needs, apply greater intelligence to processes and provide a dependable foundation for firms handling increasingly complex investment management operations.
VastAdvisor Connects CRM Data To Campaign Execution
VastAdvisor released a new version of its growth platform for wealth management firms, adding native CRM integrations, persistent contextual memory and AI-generated campaign themes. The update connects VastAdvisor with Salesforce, HubSpot and Microsoft Dynamics 365. Firms can move prospect information from those CRM systems into VastAdvisor and send updated information back, while matching fields between the systems through configuration settings rather than custom engineering work.
The release also adds a feature called “Memory Palace,” which stores and organizes information about campaigns, leads, target clients, audiences and contacts so it can be reused in later sessions. VastAdvisor said the system keeps records of CRM data transfers for seven years and can generate campaign themes based on a firm’s target client profile, while tracking changes and incorporating selected market developments.
Jeremi Karnell, Chief Product Officer of VastAdvisor, said, “The data firms need to run smarter campaigns already exists; it lives in the CRM, in client profiles, in years of relationship history.” He said wealth management firms often already possess the information needed to improve marketing, but that much of it remains dispersed or underused, creating an opportunity to make existing relationship and client data more useful in campaign planning and execution.
Asset-Map Launches Advisor Growth Program And Studio
Asset-Map launched Growth Partners, a program connecting advisors with selected growth-service companies, alongside Growth Studio, its own subscription marketing service. The inaugural Growth Partners are Anasova, Banrion Capital Management, PSBLTY and WealthReach. Growth Partners gives Asset-Map users access to outside services including prospect development, coaching, marketing and alternatives infrastructure.
Growth Studio provides niche-specific marketing assets, customizable templates, platform training and on-demand video through a paid monthly subscription tied to Asset-Map’s planning approach. The broader partner program includes single sign-on where supported, and partner services are purchased separately from an Asset-Map subscription.
H. Adam Holt, Founder and CEO of Asset-Map, said supporting advisors during client meetings addresses only part of their business needs, and that firms also require help attracting prospects, strengthening market visibility and converting issues identified through planning conversations into follow-up actions and growth opportunities. “Asset-Map has always lived inside the meeting; but advisors also need to fill the room, build their brand, and act on what planning surfaces.”
Jump Adds Four Advisor Workflow Capabilities
Jump launched four capabilities for advisors covering client onboarding, scheduling, AI conversations and connections with third-party systems. The additions are End-to-End Client Onboarding, Compliant Scheduling, enhancements to AI Associate and Model Context Protocol support. The company said the onboarding function lets advisors start account-opening workflows inside Jump and use AI assistance to populate required information, while scheduling pages let clients book meetings through a shareable link.
The AI Associate enhancement allows advisors to upload PDF documents for use as source material in AI conversations, while Model Context Protocol support is intended to enable connections between Jump and outside systems. Jump also announced new or enhanced integrations with eMoney, Holistiplan, MedicarePRO, Orion, Redtail and RightCapital.
“We always test our new features before wide roll-out, usually on the order of dozens of customers over the course of at least several weeks,” said Tim Chaves, President and Chief Operating Officer of Jump. “We’ll be going even deeper on the end-to-end workflows we’ve already shown we care about (meetings and onboarding, for instance). We’ve of course got some other things cooking as well, which we’ll share more about in the coming months.”
TaxStatus Launches Rules-Based Planning Observations
TaxStatus launched Planning Observations, a tool that reviews client tax records to identify possible planning issues and opportunities. It looks for more than 175 items across financial planning, investments, taxes, estate planning, insurance, and banking and lending, and can also flag nearly 50 major life events that may appear across several years of tax records.
The tool uses information from tax forms such as 1099s, W-2s, K-1s and business tax returns to highlight topics advisors and CPAs may want to discuss with clients. TaxStatus said each finding is tied to the specific tax data that produced it, so users can see why an issue was flagged. The tool and an updated client summary report are available to TaxStatus users.
Kevin Knull, CEO of TaxStatus, said, “Planning Observations do in moments what used to take a team days or weeks per household.” He said the capability compresses a previously labor-intensive review process into a much shorter period, allowing firms to identify potential planning issues and opportunities without devoting the same level of staff time that manual household-by-household analysis would historically have required.
WealthReach Raises $1 Million And Forms Advisory Board
WealthReach raised $1 million in seed funding and formed a strategic advisory board as the company plans to expand its organic growth platform for RIAs and wealth management firms. Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, led the round, with participation from other strategic investors. WealthReach said it will use the capital to expand its team and invest in support and engineering infrastructure.
The advisory board includes Joanne Bradford of Unwell, Kelly Waltrich of Intention.ly, Nyle Bayer of Up Capital Management, Andrew Saksa of Essential Engine, Adam Swerdlow of Alpine Consulting and WealthReach, and Jason Lahita of StreetCred PR. WealthReach said the group will meet bimonthly.
Michael Barrasso, Co-Founder and CEO of WealthReach, said, “The team at Cecure understood what we’re building and why it matters. Advisors have been underserved for too long by outdated tools that can’t keep pace with how prospects search or how firms show up online. This funding lets us invest in our team and products to deliver the smarter, tech-enabled organic growth platform that wealth managers need to thrive in an age in which AI and Google search are where prospects turn for financial advice.”
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
