Siebert Expands FusionIQ Alliance With 10-Year Wealth Tech Deal

2 articles · Updated · InvestmentNews · Aug 18

Siebert Financial signed a 10-year strategic transformation partnership with FusionIQ and made an additional undisclosed investment to deepen a relationship first launched in June 2025.
The deal is meant to reshape how Siebert builds and distributes financial products by combining its regulated broker-dealer, advisory and digital-asset infrastructure with FusionIQ’s cloud-native platform, AI tools and planning technology.
Three growth areas anchor the partnership: wealth management and advisory services, broker-dealer and institutional distribution, and regulated digital assets, payments and financial infrastructure.
Two phases are planned—joint strategy and product design first, then implementation and commercialization—as the companies move beyond a vendor arrangement toward shared capital, teams and governance.
The agreement comes as independent broker-dealers and RIAs face mounting pressure to modernize technology stacks to win advisor talent and client assets, drawing investor attention to AI-driven financial infrastructure.