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WealthTech FNZ Raises $650M
Published on November 13, 2025
The investment comes from a mix of previous institutional investors and current clients.
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Other news
Chart-ing the Economy: Week of November 3rd - 7th
November 13, 2025
Last week’s economic data sent mixed signals. Consumer sentiment plummeted to a near-record low on economic anxiety, and the manufacturing sector continued its long contraction.
The Diamond Podcast for Financial Advisors: Neil Rubinstein's Journey from Merrill to Rockefeller
November 13, 2025
After 18 years at Merrill, Neil Rubinstein and his team joined Rockefeller Global Family Office, finding a platform built for ultra-high-net-worth clients and redefining what “exclusive access” and extraordinary growth can look like.