Acquisition Momentum Myprosperity was acquired by HUB24 in May 2024, signaling a favorable exit event and potential alignment with platform integration strategies, cross-sell opportunities, and access to HUB24’s advisor network.

Cyber Education Recent launch of a digital education resource with HUB24 to address cyber security risks presents an entry point for cybersecurity services, training partnerships, and expanded ongoing education offerings to clients.

Wealth Platform A white-label, mobile-ready wealth portal with live feeds for balance sheet, cashflow, budgeting and goals, plus digital forms and signatures, creates a compelling basis to upsell advanced reporting, automation, and integration solutions to advisory firms.

Ecosystem Play Existing integrations with major partners (Macquarie, Netwealth, BGL, Xplan, Class, Annature, Stripe) indicate a readiness for expanded connector services, data automation, and co-marketing with ecosystem players.

Awards and Leadership Industry recognition and leadership presence, including fintech innovation awards and a notable head of wealth channel, suggests valuable credibility for targeting mid-market advisory firms seeking trusted, award-winning tech partners.