Diversified financial services company Siebert Financial has invested in FusionIQ, a cloud-native digital wealth management platform.
Siebert has also entered a “strategic partnership” with FusionIQ.
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This collaboration will integrate FusionIQ’s technology into Siebert’s operations, aiming to improve its digital services and simplify investment workflows.
The alliance is part of Siebert’s ongoing strategy to focus on technology investments and establish partnerships that enhance client service.
FusionIQ CEO Eric Noll said: “Our partnership with Siebert Financial Corp. reflects a shared vision for the future of wealth management and investing tools—one that is inclusive, digital, and built for the next generation of investors.
“With their forward-looking leadership and deep client relationships, Siebert is uniquely positioned to help us expand access to modern investing solutions.”
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By GlobalDataThe collaboration will allow Siebert to provide a range of solutions, including hybrid advice, self-directed investing, and multi-custodian integration.
FusionIQ CTO John Kimbro said: “We’re thrilled to integrate FusionIQ’s leading digital wealth management solutions with Siebert’s client offerings.
“This partnership supports our shared mission to deliver financial freedom to everyone—through intuitive, scalable tools that meet each investor’s unique needs.”
Siebert operates through various subsidiaries, including Muriel Siebert and Siebert AdvisorNXT.
It offers a comprehensive suite of brokerage and financial advisory services, which encompass securities brokerage, investment advisory, insurance offerings, and corporate stock plan administration, alongside entertainment and media production services.
In February this year, the firm established Siebert Investment Banking to cater to middle-market clients. The division is led by Kimberly Boulmetis and Ajay Asija.
Initially, Siebert Investment Banking will focus on providing customised solutions for underserved companies in financial services, including FinTech, depository, and specialty finance, with plans to expand into blockchain, digital assets, and other sectors in the future.
