Strong Revenue Growth:
Company updates state 2024 delivered “record revenue,” with renewals of all top clients and many new client additions, alongside strong earnings and a healthy balance sheet. This points to accelerating topline momentum entering 2025–2026.
Strategic Partnerships:
New and expanded agreements with firms such as BlackRock, Capital Group, and T. Rowe Price broaden access to custom and model portfolios on the platform. These relationships expand distribution and are positioned to drive increased platform utilization.
Market Expansion:
Disclosures indicate platform assets rose from about $1.5T in late 2024 to “$2T+” and 5M+ accounts by March 31, 2026. This step‑up signals growing throughput and reach across wealth programs using the platform.
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