The Word on WealthTech for July 2025

Published on August 1, 2025

F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.

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Ellevate, Managed Services Provider, Hits Milestone & FNZ Partners With Microsoft In a Major Way

August 1, 2025
Founded by former Black Diamond executive Michelle Odom, the managed services platform provider now has over $500 billion in client assets being administered on its platform; plus FNZ to collaborate with Microsoft; and InspereX has a new CTO.

VettaFi AI Expert Reveals Key Investment Opportunities

August 1, 2025
The need for strategies targeting AI opportunities across the value chain has become a necessity for investors.