AI-powered life insurance brokerage Modern Life has announced a $20 million Series A funding round led by Thrive Capital, with participation from New York Life Ventures, Northwestern Mutual Future Ventures and Allegis. This brings the company’s total raised to $35 million. The capital will be put toward expanding strategic partnerships nationwide and developing its proprietary […]
Wealthtech Roundup: Modern Life Raises $20M Read More »
We’ve got some interesting AI headlines this month that appear to be the real beginning of a broader transformation of our industry. In addition, marketing is a hot topic because organic growth continues to be a big challenge we need to overcome. Here are our five WealthTech headlines for October: Industry veterans, Eric Clark, Brian
The Word on WealthTech for October 2025 Read More »
Wealthtech provider Orion announced Denali AI this week, the company’s new enterprise intelligence platform that will power what the company is referring to as its AI-first ecosystem, when it is fully available. For now, the technology remains in beta with select Orion advisory firm clients. Broad availability is expected sometime in 2026 at which time
WealthTech News from Orion, Envestnet, SS&C, Boosted.ai Read More »
Decision paralysis is one of the biggest silent killers of RIA growth. With hundreds of tech tools, endless surveys and no clear roadmap, many firms freeze instead of scaling. The result? Wasted time, poor implementations and missed opportunities to run their practices like true businesses. In this episode of The WealthStack Podcast, host Shannon Rosic
WealthStack Podcast: WealthTech Select’s James Cantwell Read More »