wealthmanagement-com·

Bill Crager to Lead New Company, Field

Former Envestnet CEO Bill Crager is launching a new firm called Field, which aims to build a wealth intelligence and data layer for RIAs by integrating recent acquisitions of iAltA. This development signals a significant new entrant in the wealth-tech infrastructure space, focusing on data integration which is foundational for future AI-driven advisor workflows.

Read full article at wealthmanagement-com

Want the full daily Briefing?

30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.

Try free for 14 days