Savvy Advisors Adds Blue Barn Wealth and Paragon Private Wealth Management, Boosting Total AUM to Over $8 Billion August 16, 2026
Savvy Advisors Integrates Colorado Wealth Group, Reports Over 4.5x Growth in Past Year February 13, 2026
Pepper Advantage Completes Acquisition of Computershare UK Mortgage Servicing Business, Boosting AUM to £50 Billion February 3, 2026
Preqin Report Forecasts $32 Trillion Global Alternatives Market by 2030, Highlighting AI and Private Credit Growth October 16, 2025
Dezerv Secures ₹350 Crore ($39M) in Series C Funding to Expand Wealth Management Technology and Services October 14, 2025
WisdomTree Reports Record $127 Billion AUM in July 2025, Driven by Strong Inflows and Strategic Farmland Acquisition August 11, 2025
Savvy Advisors Expands Network, Welcomes Minneapolis-Based Perspective 6 and 12 Additional Advisors July 31, 2025
Modern Wealth Management Exceeds $8.5 Billion AUM with Kaye Capital Management Acquisition July 13, 2025
WisdomTree Reports Record $126 Billion AUM in June 2025 Driven by Strong Inflows Across Diversified Platform July 13, 2025
24X Widens Distribution of NDF and FX Swaps Market Data Through DIGITEC’s D3 DataHub November 4, 2026
