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WealthReach

In PWD coverage since August 14, 2026 · 6 stories

3Deals on our tracker

Deal recordFull tracker →

Aug 17, 26Deal announced — coverage

Aug 16, 26Deal announcedSageContent — coverage

Aug 12, 26Deal announcedSageContent — 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 19WealthReach's $1M seed targets advisor search visibility

practice · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup

advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network

Data · Aug 18AdvisorFinder Intelligence grades RIAs' AI visibility

RIA · Aug 14Amplify, WealthReach partnerships target advisor efficiency

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.