Modern Wealth adds $710m in AUM with Sanchez Wealth purchase
United States
Citi Private Bank hires ex-Bank of America executive Teresa Radzinski
Radzinski will work with individuals and family offices with balance sheets above $500m.
Google, Y Combinator back Aqua’s alts platform launch
Hoxton Wealth collaborates with AWS on agentic AI tools
Wealth Enhancement buys Arbor Capital’s advisory operations
New Mountain exits Lincoln Investment stake
Aquiline to take controlling stake in wealthtech platform Flourish
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