ria

Focus Financial Partners

In network coverage since September 13, 2026 · 16+ stories

10Deals on our tracker

Deal recordFull tracker →

Oct 20, 26Deal announcedNevis — coverage

Oct 20, 26Fund launch — coverage

Oct 18, 26Deal announcedNevis — coverage

Oct 15, 26Deal announcedNevis — coverage

Oct 14, 26Deal announcedNevis — coverage

Sep 9, 26Deal closedRockefeller · Luminary · BNY · Fin Capital · Ten Coves Capital · 8VC — coverage

Sep 9, 26Deal closedRockefeller · Luminary · BNY — coverage

Sep 9, 26Deal closedRockefeller · Luminary · BNY · Fin Capital · Ten Coves Capital · 8VC — coverage

Network coverage

M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

practice · Oct 22Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs

M&A · Oct 22Focus Financial Partners hires Nevis to unify data across its 90 RIAs

practice · Oct 21Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout

The Close · Oct 21Focus Financial Partners adds Nevis AI platform; Modera launches Mira

RIA · Oct 21Focus Financial Partners adds Nevis as AI platform nine months after Jump

practice · Oct 20Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening

RIA · Oct 19Focus names Nevis enterprise AI platform, starting with account opening

practice · Oct 16Docupace launches Next 1.0; Focus Financial names Nevis its AI platform

portfolio · Oct 12MassMutual makes Flourish Cash available to its advisor network

RIA · Oct 8Flourish brings Flourish Cash to MassMutual's more than 6,000 financial professionals

M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer

Features · Sep 18The $83 trillion transfer is now a family-governance trade

Family Office · Sep 17Brunson's family office runs the family and the business

The Close · Sep 15Direct indexing's trillion-dollar forecast is a platform stat, not demand

Deals & PE · Sep 13Real assets closed; AI and wealth kept talking