Opto Investments Appoints Warren Seubel as VP of Sales and Revenue to Scale Diligence AI
FOTechHub Bulletin
Opto Investments has appointed Warren Seubel as VP of Sales…
Technology Management Concepts (TMC) has acquired The TM Group (TMG)…
K1x, which automatically extracts data from complex tax documents like…
Luminary has rolled out a set of enterprise-focused updates, including…
Unlimited.ai has launched LAILA, a new AI assistant built for…
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Our bulletin brings together the most relevant news in family office technology, covered as it happens and delivered by email every 2–5 weeks.
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M&A, funding, people moves, partnerships, integrations, and major platform updates — no awards, rankings, or paid content.
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Technology Management Concepts acquires The TM Group
K1x integrates with Juno and Truss
Luminary – Enterprise enhancements
Unlimited.ai Launches LAILA and Strengthens Team
Atomic Insights raises $10m seed round
People Moves, Product Updates, Integrations, Partnership – Jan 2026
Aquilance Raises $16m to Become the ‘Operating Layer’ Behind Advisors to Wealthy Families
iAltA Holdings acquires BridgeFT
iPaladin Broadens IP Enforcement Amid Funding Round
Luminary – Enterprise enhancements
Unlimited.ai Launches LAILA and Strengthens Team
People Moves, Product Updates, Integrations, Partnership – Dec 2025
AI Moves Into Operations: The Rise of Agentic Workflows
Eton Solutions Expands Platform Across Individuals and Private Markets
Arch Integrates with Schwab to Unify K-1 and 1099 Tax Reporting
Foundation Source Launches New Fiscal Sponsorship Platform
Masttro Launches Masttro Intelligence
Max and Addepar Team Up for a Clearer View of Cash
Ramp Expands AI Capabilities with Launch of Agents for AP
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue to Scale Diligence AI
Unlimited.ai Launches LAILA and Strengthens Team
Atomic Insights raises $10m seed round
Aquilance Raises $16m to Become the ‘Operating Layer’ Behind Advisors to Wealthy Families
iPaladin Broadens IP Enforcement Amid Funding Round
AI Moves Into Operations: The Rise of Agentic Workflows
Eton Solutions Expands Platform Across Individuals and Private Markets
Addepar Appoints CRO and First Chief Client Officer
Canoe & Prime Buchholz Expand Integrated Private Markets Data and Analytics Offering
Masttro Launches Masttro Intelligence
Atomic Insights raises $10m seed round
Aquilance Raises $16m to Become the ‘Operating Layer’ Behind Advisors to Wealthy Families
iPaladin Broadens IP Enforcement Amid Funding Round
Asseta AI Raises $4.2M To Tackle Family Office Accounting Headaches
Bridge Raises $5.1M to Disrupt Private Market Data Workflows
PostSig Secures $4.1M Seed Funding to Transform Contracts into AI-Powered Intelligence
Arch Raises $52M to Scale Infrastructure for Private Markets
Eton Solutions Secures $58M Series C
Technology Management Concepts acquires The TM Group
iAltA Holdings acquires BridgeFT
Solovis Spins Out From Nasdaq With Insight Partners and ST6 Backing
F2 Strategy Buys HBMJ Consulting to Grow in Alternatives
Carta Acquires Accelex to Power AI-Driven Analytics for LPs
Treasury4 Acquires TreasuryGo
Nasdaq to Sell Solovis to Insight Partners, Refocus on eVestment
Thomson Reuters Acquires Additive to Boost AI-Powered Tax Document Automation
K1x integrates with Juno and Truss
Canoe & Prime Buchholz Expand Integrated Private Markets Data and Analytics Offering
Arch and Archway Group Form Strategic Partnership
Partnerships & Integrations
Foundation Source Adds Multi-Custodial Flexibility to Advisor-Branded DAF Platform
Canoe Intelligence & Masttro Partner to Automate Alts Reporting
Partnerships & Integrations – September 2025
Foundation Source × Envestnet
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue to Scale Diligence AI
People Moves, Product Updates, Integrations, Partnership – Jan 2026
People Moves, Product Updates, Integrations, Partnership – Dec 2025
Addepar Appoints CRO and First Chief Client Officer
People Moves
Bill Crager Returns with New Role at iAltA
People Moves
People Moves
Dennis Mangalindan joins Canoe Intelligence from Archway