AI-native Growth Advisor360° delivers the first AI-native advisor experience powered by Wealth OS, designed to remove daily friction and turn fragmented data into actionable intelligence, enabling growth and scalability for firms of all sizes.

Seamless Onboarding Partnerships Recent collaborations with CapitalRock's RightBRIDGE to streamline investment account opening and MassMutual Asset Finance involvement indicate a strong path to faster onboarding and standardized workflows for advisory firms.

Leadership Momentum Milind Mehere was appointed CEO in June 2026, signaling a refreshed growth strategy and potential acceleration in go-to-market execution and enterprise deployments.

Scale Evidence Serving two million households with one trillion dollars in assets demonstrates the platform’s capacity to support large independent, B-D, and RIA ecosystems, enabling upsell to Wealth OS modules and enterprise solutions.

Talent Reputation Recognition as a top place to work and in Boston’s best workplaces highlights a strong talent pool and vendor stability, reducing procurement risk for enterprise buyers and supporting long-term partnerships.