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FusionIQ

In PWD coverage since August 18, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal announcedSiebert Financial Corp. — coverage
Aug 16, 26Deal announcedSiebert Financial Corp. — coverage
PWD coverage
Deals & PE

The platform arms race turns to software and services

Edward Jones's Quicken stake, Siebert's FusionIQ pact, and Arbo's CPA acquisition show the platform fight has moved to the tools around the advisor.
Deals & PE · Aug 19Siebert deepens FusionIQ investment with 10-year pact
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
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