#Custody
13 items tagged custody — posts and signals combined.
Posts
Getting Hired at Top Fintechs: A Guide to SoFi, Fiserv, and Plaid
How SoFi, Fiserv and Plaid careers differ, the roles each hires for, and how wealth-tech and banking skills map onto their interviews.
Retirement Assets and Vertical Custody Redefine the Operational Stack
The center of gravity in wealth tech has shifted from surface level automation to deep, algorithmic orchestration that targets the most complex client…
Vertical Custody and Predictive Tax Harvesting Redefine RIA Economics
Wealth tech platforms are increasingly moving beyond simple workflow assistance to launch automated judgment engines that replace core advisor functions. The…
AI Scribes and Re-Platforming Pressure
The AI Scribe's Real Test: Ripping Out the CRM/operations crm) : The true measure of AI scribe adoption isn't funding announcements, but CRM/operations crm)…
Robinhood Cuts 290 Roles to Flatten Hierarchy Amid RIA Custody Push
What actually happened Robinhood has eliminated approximately 290 positions, reducing its total workforce to roughly 2,600 employees…
Is Altruist's Real Target Schwab's Margin, Not Its AUM?
While the custody business itself remains sticky, Altruist's strategy of providing seamless, low cost access to high demand products like private equity…
The $80,000 Question: How AI Execution Tools Are Reshaping Advisor P&Ls
The primary impact of AI on an advisory firm's P&L isn't just efficiency—it's the strategic redeployment of freed up capital from operational expenses into…
The Great Stack Collapse: Why All-In-One Platforms Are Devouring the Advisor Ecosystem
The advisor tech stack is dead. The battle for the future of wealth management is no longer about adding a single "AI" feature; it's a war between two…
Proactive Tax Optimization (yeah!) and Vertically Integrated Custody.
Proactive Tax Optimization (yeah!), Vertical Custody, Consolidation in Estate Planning, Removing behavioural bias (Andes Wealth) and Cyber Security (Smarsh)…
Consolidation, Custodians & Niche Wealth Tools
The Fintech Atlas on this site is updated daily. Please review the various companies across industry sectors, sub capabilities, and company names by…
Signals
Vanguard moves to acquire Altruist
Vanguard plans to acquire the advisor custody and wealth-technology platform while keeping Altruist as a standalone business.
Robinhood's 290 staffing cuts to its 'lean, hyper-focused' trading machine lifts stock, but leaves unanswered whether its RIA custody unit will take a headcount hit or face a platf
The Menlo Park, Calif., brokerage is down to about 2,600 people after CEO says the cull was needed to fight back against hierarchical 'layers' that could impede the 'absolute elite performance bar.'
New entrant detected: Nebex
Google Ventures has led a $30 million seed round for Nebex, a market infrastructure platform for the "global space economy".