Strategic Partnerships:
Enterprise selections such as Baird centralizing alternatives on CAIS and API integrations with Pershing indicate scaled distribution and mainstream adoption across wealth channels. Additional enterprise wins and custodian integrations announced through 2024–2026 are cited as leading indicators for an expanding footprint.
Product Line Growth:
The platform continues to roll out new capabilities—education programs, model portfolios, secondary‑market access, and AI‑assisted workflows—expanding advisor use cases. Ongoing feature releases and large‑scale events suggest a deepening ecosystem that can capture more activity.
Investor Backing & Capital Strength:
A substantial 2022 financing led by prominent investors at a unicorn valuation provides capital to scale technology and distribution. This capital base supports continued build‑out of integrations and product enhancements into 2026.
