Wealthtech covers the technology behind advice, brokerage and asset management. Fintechbits follows the platforms advisers actually run on, custody and clearing infrastructure, model portfolios, retirement and brokerage accounts, and the licences that let a platform hold client assets. Coverage includes Betterment, Wealthfront, Addepar, Envestnet, Altruist, Alpaca and Robinhood, and the incumbents buying or building against them. The hub leans toward what changes an adviser's or investor's actual workflow rather than product announcements: what replaced a spreadsheet, what a licence now permits, and what a platform charges for it.
AI in Finance—Marvin Evans—September 13, 2026
WealthStream is adding OpenAI's GPT-Live-1 voice model to Practice, the tool it built so financial advisors can rehearse client conversations before they have them for real. The upgrade launches next week at the Future Proof Festival in Huntington Beach, where the company will run it at its booth alongside the Advice Intelligence Platform it first
September 9, 2026
MyVest fixed income tooling just caught up with the rest of its platform. The San Francisco wealthtech firm has been an independent subsidiary of TIAA since 2016. In an update on Tuesday, it expanded the fixed income capabilities inside its Strategic Portfolio System. Three MyVest fixed income capabilities arrived together. Those are security-level bond order
September 4, 2026
Orion Custom Indexing picked up three heavyweight partners on 1 September. Orion added BlackRock, Fidelity Investments and Vanguard as model-portfolio strategists on Tailored Allocation Portfolios, bringing the roster to eight alongside Brinker-Main Management, First Trust Advisors, Frontier Asset Management, Janus Henderson and Russell Investments. What Orion Custom Indexing Adds to the Models The Orion Custom
September 4, 2026
Alpaca IDX agreement documents were signed in Jakarta on 1 September by Alpaca co-founder and chief executive Yoshi Yokokawa and IDX president director Jeffrey Hendrik. The two sides will explore expanding cross-border access between Indonesian and global capital markets using Penyaluran Amanat Luar Negeri, or PALN, the mechanism letting Indonesian brokers route customer orders to
September 3, 2026
Orion Tailored Allocation Portfolios just picked up the three largest asset managers in the United States. The wealthtech platform added BlackRock, Fidelity Investments and Vanguard to the program, which pairs third-party model portfolios with Orion's Custom Indexing technology. What Orion Tailored Allocation Portfolios Now Hold Orion Tailored Allocation Portfolios now list the three alongside Brinker-Main
September 3, 2026
Alpaca Indonesia ambitions took a formal step on 1 September, when the brokerage infrastructure company signed an agreement with the Indonesia Stock Exchange at the IDX Main Hall in Jakarta. Yoshi Yokokawa, Alpaca co-founder and chief executive, signed alongside IDX President Director Jeffrey Hendrik. What the Alpaca Indonesia Agreement Really Commits To Read the Alpaca
September 2, 2026
Alpaca Kalshi partnership terms went public on August 31, adding prediction markets to Alpaca's brokerage infrastructure through the exchange that built the category. The deal lets developers and financial platforms already running on Alpaca's API offer CFTC-regulated event contracts alongside the stocks, options, fixed income and crypto they support, without a separate account or vendor
August 31, 2026
By Denise Wollin, Founder and CEO of Q72 Capital Robo-advisory advice gap expectations were reasonable at the outset. Lower fees, lower minimums and automated portfolios removed many barriers that had kept smaller investors away from professional investment services. Investing did get easier. The gap did not close. That distinction matters, because managing a portfolio and
August 18, 2026
Alpaca prediction markets ambitions took a concrete step on 17 August. The subsidiary Alpaca Derivatives LLC registered with the CFTC as a futures commission merchant and joined the National Futures Association. That clears the regulatory path to offer event contracts. Crucially, the company has not yet commenced regulated business operations as an FCM. Over time
August 16, 2026
Alto Private Deal Room opened to advisors on Wednesday, August 12, announced from Nashville. In practice, the marketplace and custodian now lets registered investment advisors execute private markets deals from onboarding through close. Both self-sourced and client-sourced deals qualify. Custody, compliance and execution run end to end in one workflow. The addressable pool explains the
August 7, 2026
Alpaca German equities trading went live on July 21 through a direct connection to Deutsche Börse Xetra. Broker partners can now offer hundreds of German listed names. That list includes SAP, Siemens, Allianz, BMW, Deutsche Bank, Adidas and Bayer. Alpaca calls the move the first phase of a broader global equities initiative. Hong Kong, London,
July 30, 2026
Vise Alpha Architect became a formal partnership on Thursday, bringing the quant manager's rules based model portfolios to registered investment advisors of any size, with each portfolio tailored to an individual client's tax situation, concentrated positions and values based exclusions rather than shipped as one shape for everyone. The Gap Vise Alpha Architect Targets The
July 15, 2026
Banyan WIZE is a deal about quiet, entrenched software. Banyan Software has completed a majority investment in WIZE, a Geneva-based wealth and asset management software platform serving more than 120 financial institutions across 27 countries, including external asset managers, family offices, private banks, pension funds, and institutional investors. Founded in 2010 and incubated inside TeamWork
