Meet the newest Wealth Solutions Report Wealthtech Leader of the Month, Wilbur Swan, CEO & Co-Founder of Catchlight. We also cover: Orion Agrees To Acquire Summit Wealth Systems Interactive Brokers Enhances Advisor Portal With Portfolio Management, AI Tools InvestCloud, Inc. Releases Private Markets Account For Wealth Management Firms Advyzon Teams With iCapital To Enhance Alts Capabilities For Advisors LPL Financial Invests $500 Million In Tech Enhancements Throughout 2024 Concurrent Partners With TIFIN @Work To Enhance Financial Strategies Future Capital Integrates With AssuredPartners Investment Advisors On Retirement F2 Strategy Appoints Ryan Beach As CEO Opto Investments Rolls Out Planner To Simplify Long-Term Private Markets Investing #WealthManagement #FinancialAdvisors #Wealthtech #Fintech https://lnkd.in/gmnMsuuc
CEO and Co-founder, Catchlight / Managing Director, Fidelity Labs
2dThank you Wealth Solutions Report. I'm honored. The Catchlight team was busy in November and December, meeting with clients and conducting Organic Growth Workshops, and is excited with all that is underway to help firms grow in 2025.