2025 Wealthtech Landscape: Clarity & Consolidation for Financial Advisors

Published on January 15, 2025

Advisors who refine their tech stacks and focus on actionable solutions will thrive. Likewise, wealthtech companies that prioritize delivering meaningful outcomes will rise to meet the industry’s new standards.

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Median Household Income by State: 2023 Update

January 15, 2025
The median US income in 2023 was $80,610, up from $22,420 in 1984 — a 260% rise over the 39-year time frame. However, if we adjust for inflation chained in 2023 dollars, the 1984 median is $55,828, and the increase drops to 37%.

Corient Acquires $10.4B New York Multi-Family Office

January 15, 2025
Corient will strengthen its family office platform by acquiring Geller & Company.