More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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As the SEC pushes to widen access to private equity, private credit and other alternative investments, Morgan Stanley and Envestnet are among firms that already have funds no longer aimed exclusively at "accredited investors."
July 16
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Teira Gunlock is the CEO of First Stop Health, a rapidly growing digital health company that works with employers to provide employees connected, whole-person virtual care. A Missouri native, she holds a master's in health administration from the University of Missouri.
July 15
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Morgan Stanley wealth management had a blockbuster second quarter, with net new assets up 150% year over year.
July 15
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An albeit smaller sample of financial advisors participating in FP's Compensation Survey nevertheless reflected the industry-wide trend around gender pay gaps.
July 15
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Chinmoy Bhatiya is an Associate Partner at Capco, leading the firm's Technology, Data and AI practice. He advises financial institutions on harnessing AI as a strategic advantage from individual productivity enhancement to adopting agentic operating models. With extensive experience helping organizations scale emerging technologies responsibly, Chinmoy focuses on balancing innovation with governance, enabling clients to realize business value from AI while maintaining strong controls, accountability, and operational resilience.
July 15
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Brian Keller is vice president of AI and data science for LexisNexis Risk Solutions. In this role, Brian is responsible for driving AI strategy and execution for the insurance business, with a focus on workforce education, team enablement, and project execution that translates research and development into customer-facing capabilities.
Brian joined LexisNexis Risk Solutions in 2022 as part of the acquisition of Flyreel, where he led the software engineering and AI teams. During his tenure, Brian has developed and deployed AI and computer vision solutions, including aerial imagery and ground-level interior and exterior analysis, as well as 3D scene reconstruction for claims and underwriting use cases. He has also led the development of generative AI capabilities, including transcription, summarization, question answering, and agentic automation.
Brian holds a PhD in systems and industrial engineering and a master's degree in systems engineering from the University of Arizona, along with a bachelor's degree with majors in physics and business from the University of Mount Union.
July 15
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Adam Barbera is the CEO and founder of
Dost , a native-AI finance automation platform built for the way finance teams actually work. After years selling enterprise software to CFOs, he saw the same broken accounts payable processes repeated in every company he visited, and decided to fix it himself. He founded Dost in 2021 with two colleagues and closed a $7.8 million Series A in late 2025.July 15
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RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.
July 15
US Professional Funding & US Medical Funding
