Market Expansion:
Company materials indicate reach grew from roughly $4.5T in network assets and 34,000+ advisors (mid‑2024) to 2,000+ wealth firms, 62,000+ advisors, and about $7–$7.5T in end‑client assets by 2025–2026. Recent onboarding of 200+ new wealth firms and deeper platform integrations further expand distribution and usage.
Product Line Growth:
The marketplace added strategies from marquee managers (e.g., Blackstone, BlackRock, Partners Group, Stonepeak, Vista) and introduced offerings like a Models Marketplace and a Capital Markets division for structured investments. Execution for ticker‑traded alts and a pending LODAS secondary marketplace broaden investable vehicles and workflows.
Strategic Partnerships:
Deeper integrations with large wealth platforms and firms (e.g., Baird, Orion, Envestnet, Vestmark, Schwab Advisor Services, Pershing) are highlighted as drivers of advisor adoption and flow. New collaborations with major managers and enterprises (e.g., J.P. Morgan Asset Management, Focus Financial Partners) widen access and reinforce ecosystem reach.
