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The Chicago Firm That Sold Wall Street's Playbook to Families Who Aren't Endowments
Two Chicago traders spent a decade turning hedge-fund tactics into a wealth business for families who aren't endowments. In 2026 they sold it - $5.6 billion later.
The Arkansas Lawyer Who Sold Investors a Number Instead of a Promise
A Fayetteville lawyer stopped selling upside and started selling downside. Cabana's whole pitch is a single, honest number: how much you should expect to lose before you make anything back.
The Man Who Sold United Capital Is Back to Buy a Piece of Everybody Else's
Joe Duran built United Capital, sold it to Goldman Sachs, and could have retired. Instead he raised $250 million to bet on the advisors most consolidators overlook - the ones who want a partner, not a buyer.
Farther
Farther is a New York-based technology-driven wealth management firm that pairs human financial advisors with a proprietary 'Intelligent Wealth Platform.' Founded in 2019 by Taylor Matthews and Brad Genser, the company gives advisors an all-in-one digital ecosystem for financial planning, investing, tax optimization, and estate planning, while offering clients a family-office-style experience. After a $150 million Series D led by General Atlantic in 2026, Farther has grown to roughly $23 billion in recruited assets and ranks among the fastest-growing financial services firms in the United States.
FINNY
FINNY is a New York-based AI prospecting and marketing platform built for financial advisors and RIAs. Its proprietary F-Score engine scans hundreds of millions of North American households for 'money-in-motion' signals - job changes, inheritances, home purchases, retirements - to rank and match advisors with high-intent prospects, then automates personalized outreach across email, LinkedIn, and voicemail. Founded in March 2024 by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson, FINNY raised a $17M Series A led by Venrock in December 2025, bringing total funding above $20M.
Cashmere
Cashmere is a Los Angeles-based AI company building a data layer for financial services. It started as an AI-powered client-acquisition platform that helps wealth management firms spot high-net-worth prospects at the moment they experience a wealth-triggering life event - an inheritance, a business sale, a liquidity event - and then matches those prospects with the best-fit advisor and automates personalized outreach. The product has since expanded into resolving fragmented customer records across disconnected banking systems into a single, continuously updated 'golden profile' enriched with internal and external signals. Founded by Farbod Nowzad and Eshan Govil, Cashmere raised a $3.6M seed round led by Canapi Ventures in September 2024 and counts RIAs, banks and wirehouses among its customers.
Datalign Advisory
Datalign Advisory is a Cambridge, Massachusetts fintech that uses an AI-enhanced platform to match everyday Americans with vetted, fiduciary Registered Investment Advisor (RIA) firms. Consumers answer a short questionnaire and get one personalized advisor match at no cost; advisory firms pay Datalign a referral fee for qualified introductions. Founded in 2022 out of the Link Ventures / Cogo Labs orbit, the company referred roughly $40 billion in assets to RIA firms in 2024 and raised $9M in total seed funding at a $75M post-money valuation.
Nevis
Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.
Raj Bhattacharyya
Raj Bhattacharyya is the CEO and Board Member of Robertson Stephens Wealth Management, a national registered investment advisor he has helped scale from $1.5 billion to $7.1 billion in assets under management since taking the helm in 2020. A Harvard-trained computer scientist turned three-decade Wall Street veteran, he brings rare fluency in both quantitative finance and enterprise technology to the RIA sector, where he is building what he calls a 'best-of-breed' wealth management platform. Before Robertson Stephens, he spent 17 years at Deutsche Bank leading FX and Latin American Markets businesses, plus stints at Merrill Lynch and Goldman Sachs, and founded early-stage fintech firm YY Capital.
Robertson Stephens
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.
Ryan VanGorder
Ryan VanGorder is the CEO of Opto Investments, a private-markets platform for wealth managers co-founded by Joe Lonsdale and backed by 8VC. A former BlackRock managing director who spent his early career at Seattle hedge-fund-of-funds Quellos, he is also a veteran adventure racer who has competed in more than thirty multi-day expedition races and once survived heat stroke in the Utah desert at 126 degrees.