Product Line Growth:
New capabilities such as a dedicated Lending platform (launched Mar 17, 2026), expanded annuity marketplace, and QuickBooks/Quicken integrations, alongside the SoraFinance acquisition, indicate a broader product suite.
Market Expansion:
Company-reported milestones show AUC rising from $5B and ~800 RIAs (May 2024) to $6B and 900+ RIAs (Dec 2024), with later references to >$7B and 1,100+ firms, signaling expanding adoption.
Strategic Partnerships:
Enterprise relationships with firms like Mariner and Carson and integrations with core advisor tools (e.g., eMoney, MoneyGuide, Salesforce/Practifi/XLR8) point to widening distribution and ecosystem reach.
