Strategic Partnerships:
Major wealth firms, asset managers, and platforms expanded relationships and integrations (e.g., with Schwab Advisor Services, Envestnet/Orion/Vestmark, Baird, CAPTRUST, and J.P. Morgan AM), signaling embedded distribution and enterprise adoption. Industry and company announcements point to broader reach across the independent wealth channel.
Product Line Growth:
The platform broadened capabilities with ticker‑traded alternatives execution, a models marketplace, deeper Schwab workflows, and a capital markets division for structured investments. New tools such as secondary‑market access and an AI assistant indicate continued expansion of the product suite.
Market Expansion:
Recent disclosures cite a larger advisor and firm footprint alongside a scaled in‑person education calendar and a marquee Summit. These indicators align with rising advisor engagement in alternatives and suggest expanding platform utilization.
