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WealthReach

In PWD coverage since August 14, 2026 · 9 stories

5Deals on our tracker

Deal recordFull tracker →

Sep 24, 26Deal announcedDomain Money · Savology — coverage

Aug 26, 26Deal announcedVastAdvisor — coverage

Aug 17, 26Deal announced — coverage

Aug 16, 26Deal announcedSageContent — coverage

Aug 12, 26Deal announcedSageContent — coverage

PWD coverage

RIA

Betterment automates the switch; WealthReach monetizes the leads RIAs turn away

The custodian is buying the switch and the growth platform is buying the wait, but only one sits inside the system of record.

RIA · Aug 28AI's wealth payoff now runs through the client meeting

Deals & PE · Aug 22VastAdvisor's insider SAFE says distribution beats model quality

Deals & PE · Aug 19The platform arms race turns to software and services

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