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FusionIQ

In PWD coverage since August 18, 2026 · 7 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 17, 26Deal announcedApex Fintech Solutions — coverage
Aug 18, 26Deal announcedSiebert Financial Corp. — coverage
Aug 16, 26Deal announcedSiebert Financial Corp. — coverage
PWD coverage
RIA

A software vendor admits the software slice is too thin

Wavvest's in-house RIA turns a platform pitch into a live P&L test, and the multiples paid for tech-native RIAs have never been defended by the benchmarking record.
Features · Sep 19Wealth tech's margin moves to the governed record
Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived
Deals & PE · Sep 18Apex pairs a front end with its rail to win banks
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 19Siebert deepens FusionIQ investment with 10-year pact
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
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