LemonEdge has appointed David Thomas O’Malley as Chief Executive Officer, effective at the start of the year. O’Malley steps up from his role as President and Board Director, a position he held for approximately six months, where he played a key role in strengthening operational execution and supporting the company’s scale-up strategy.
Outgoing CEO and co-founder Gareth Hewith will focus on innovation and product expansion, including new fund structures and intelligent automation, as LemonEdge continues to grow its client base and partner ecosystem.
Asseta has appointed Mark Wickersham as Director of Strategic Partnerships. Mark brings decades of ecosystem experience, most recently in senior partnership and growth roles at AgilLink and Eton Solutions and Risclarity.
At Asseta, he will lead the expansion of the firm’s partner network across technology providers, CPA firms, consultants, and other channel partners, supporting adoption and measurable client value as the platform continues to scale its presence across complex, high-net-worth operations.
WealthHub Solutions has appointed Cameron Routh to its Board of Directors. A repeat entrepreneur in wealth management technology, he brings experience founding, scaling, and exiting multiple firms, and will support the continued evolution of WealthHub’s platform for trust companies and family offices.
Addepar has added EY to its partner program. EY brings deep managed services expertise across family offices, RIAs, institutions, and enterprises, and has been building in-house Addepar capabilities since 2023.