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Wednesday, August 19, 2026The Morning Brief →Sign in
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Vista Equity

In PWD coverage since August 14, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 14, 26Deal announcedCAIS — coverage
PWD coverage
Deals & PE

Goldman's Neos deal puts a price on the race to own product factories

Schwab's Forge close and Orion's Goldman custody integration extend the same logic. The likely cost to RIAs is fewer independent entry points.
Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms
Data · Aug 16Family offices bought the assets. They left out the heirs.
Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing
The Close · Aug 15The Private-Market Risk Family Offices Haven't Prepared Their Heirs For
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
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