Strategic Partnerships:
Partnerships with sizable wealth managers such as Mercer Advisors (June 2024), EP Wealth Advisors (October 2024), and Venturi Private Wealth (May 2025) are being announced, indicating expanding distribution into the RIA channel. Additional collaborations and integrations highlighted on press pages (e.g., Quotient Wealth Partners/TritonPoint; Riskalyze) point to sustained business‑development activity through 2025–2026.
Investor Backing & Capital Strength:
A large $145M Series A in September 2022 and a noted strategic investment from J.P. Morgan provide significant resources and validation to support scaling. This capital base underpins ongoing hiring, marketing, and product build‑out.
Product Line Growth:
New offerings such as a 2026 AI‑focused venture fund, updated capabilities pages, and compliance and insights content (e.g., “Outlook 2026,” SOC 2 posts) show continued platform development and client engagement. Tools and custom‑fund capabilities referenced across 2024–2026 suggest broadening solutions for advisors.
