WealthStack roundup: Northwestern Mutual adopts Jump's AI suite. In other advisory tech news, Altruist expands alts marketplace, Snappy AI launches, another acquisition for F2 and InvestCloud launches Altic. September 25, 2026 Want a quick summary? Almost 22,000 employees of Northwestern Mutual will soon have access to artificial intelligence-provider Jump's enterprise suite, which includes the giant wealth and insurance firm's home office and network of 85 regional offices. The rollout covers three areas of Jump's enterprise suite, including its AI-powered meeting support, proactive and actionable insights through its intelligence tools, and integrated AI workflow support. This latest customer win adds to an already long list of financial services enterprises using Jump, including Allianz, Cetera Financial Group, Equitable, Focus Financial, LPL Financial, Manulife, Osaic Wealth and Principal Financial Group. Jump announced a major expansion at the T3 in March (many referred to it as a pivot), where the company announced and previewed its AI Operating System for Advisors, which included Meet (its original, still existing notetaking and pre- and post-meeting and communications suite), Grow and Operate modules designed to manage client lifecycles. In February, the company announced it had raised $80 million in a Series B funding round, bringing its total capital raised to $105 million. Altruist expands alternatives marketplace to include pre-ipo SPVs. Altruist has expanded its alternatives marketplace (launched in June) to include pre-IPO special purpose vehicles, giving advisors a way to help eligible clients invest in late-stage private companies before they go public without adding a separate platform to their workflow. Pre-IPO SPVs are available only to accredited investors and are sourced and sponsored by Altruist's partner Monark Capital Management LLC Advisors can browse available and prospective offerings, submit indications of interest for opportunities that may become available, and complete eligible subscriptions through Altruist when an offering opens, the company said. "Advisors that custody with Altruist now have a simple way to support eligible clients who have expressed interest in investing in late-stage private companies," said Jason Wenk, founder and chief executive officer of Altruist. Just 2% of companies that first raised venture funding in 2009 had gone public within seven years, down from 26% for the 1994 cohort, according to Nasdaq. Access to pre-IPO investing has historically lived outside the custodian relationship, often requiring a separate broker, login and process for every client. Through Altruist, advisors can complete the subscription workflow in one place, including digital signatures, and view pre-IPO positions alongside their clients' other traditional and alternative investments. In August, Vanguard announced it had agreed to acquire Altruist in an all-cash deal for $4.6 billion. Monark Capital Management is a wholly owned subsidiary of Monark Markets, Inc.; the latter announced a partnership with Apex Fintech Solutions in October 2025. Snappy Kraken launches AI tool to help advisors analyze marketing campaigns. Marketing technology provider Snappy Kraken has launched Snappy AI, a Claude AI-powered tool designed to help advisors analyze campaign results, identify follow-up gaps and determine next steps. More specifically, it is meant to look at an advisor's campaign activity, audiences, results and account setup to provide account-level guidance while protecting personally identifiable information. The tool is read-only and cannot launch campaigns, publish content or change account settings and is designed with compliance needs in mind, according to the company. Snappy Kraken's State of Digital & AI 2026 report, which analyzed data from more than 9,000 financial advisors, found that advisors with connected CRM systems generated roughly three to four times as much engagement, yet only about one in four had connected their CRM. For marketing teams supporting multiple advisors, Snappy AI can identify which advisors need help and flag gaps in setup, integrations and campaign activity across accounts. Snappy Kraken will launch Office Hub in the fourth quarter (the company launched Enterprise Hub in February 2025), giving marketing teams one central place to track advisor setup and integrations. Snappy AI is available now to Snappy Kraken users, with eligible subscriptions receiving a monthly allotment of credits at no additional cost, according to the company. In February, the company announced a partnership with the FPA to upgrade the latter's PlannerSearch tool. F2 Strategy acquires Callaway Cloud Consulting. Wealth management technology consultancy F2 Strategy has announced another acquisition: Callaway Cloud Consulting, which specializes in platform engineering, data engineering, and Salesforce and artificial intelligence-related engagements, according to the company. Financial terms of the transaction were not disclosed. The acquisition expands F2's technology implementation and engineering capabilities, strengthening the firm's ability to help wealth management organizations move from technology strategy and platform selection through implementation, integration and ongoing optimization. According to a prepared statement, over the last 12 years, Callaway has completed more than 1,500 projects and brings technical expertise spanning technology architecture, development, integration, platform stabilization and support. Brandon Gage, CEO of Callaway, will join F2 Strategy as managing director. Prior to Callaway, Gage was a founding member of United Capital, where he supported the firm's acquisition strategy and growth before its acquisition by Goldman Sachs in 2019. Callaway will transition to the F2 Strategy brand in early 2027. This is the eighth acquisition for F2 since Renovus Capital Partners took a majority stake in the firm in 2023; it most recently acquired the Canadian investment technology consultancy Intelligo Partners in July. InvestCloud to launch Altic, an ai-native private market network. Technology provider InvestCloud plans to launch Altic, an AI-native digital private markets network that will provide operating infrastructure to execute and service private market investments within managed accounts. Altic is scheduled to become fully operational by year-end. Altic is meant to complement PM+, InvestCloud's private markets account network that allows investors to combine public and private assets within a single managed account. Altic will provide routing, validation and lifecycle management of private market orders on the PM+ network. InvestCloud is spending over $50 million to build Altic, with company executives saying they have commitments from several wealth and asset managers to use the network, including Apollo Global Management as a founding asset management partner. Apollo was also a founding partner of the PM+ network. Senior Technology Editor, Wealth Management Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry's first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work has appeared in The New York Times, Wealth Management., Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City. Senior Editor, Investments, Wealth Management Elaine Misonzhnik is Senior Editor, Investments at Wealth Management, focusing on alternative investments. She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Prior to her current role, she was the Executive Editor at Wealth Management Real Estate, which covered the intersection of commercial real estate and institutional investment.

Snappy Kraken unveils Snappy AI for financial advisors. September 24, 2026 Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI. The tool acts as an AI marketing operations coworker that helps financial advisors and their marketing teams review campaign performance, find weak points in follow-up and decide on their next moves. Snappy AI sits inside the Snappy Kraken platform and runs on Claude. It looks at an advisor's authorised campaign activity, audiences, outcomes and account configuration, then combines this with Snappy Kraken's own marketing knowledge to give guidance tailored to that account. To safeguard personally identifiable information (PII), the tool does not pull individual contact names, email addresses or other personal details at the contact level. Existing user permissions determine which accounts it can reach. The tool is also read-only, a choice made with the compliance requirements of advisors and firms in mind. It can analyse data, make recommendations and offer guidance, but it has no ability to launch campaigns, publish content or alter account settings. Snappy Kraken intends to add capabilities over time as part of a wider AI roadmap focused on advisor workflows. The company's State of Digital & AI 2026 report shows how easily opportunities can go unnoticed. The report drew on aggregated, anonymised data from more than 9,000 financial advisors. It found that advisors with linked CRM systems and real-time contact syncing saw about three to four times more engagement, yet only around a quarter had actually connected their CRM. In addition, about 80% of advisors distributed market updates, but only about 20% followed up with prospects through nurture campaigns. Snappy AI aims to reveal gaps like these within each advisor's own activity. For example, an advisor who asks where their marketing is losing momentum might find out that they send market updates often but have no follow-up campaign. The tool can then suggest a suitable nurture campaign and provide a direct link to review or configure it. Marketers and administrators who look after several advisors can use Snappy AI to see which advisors need assistance and in which areas. The tool highlights shortfalls in setup, integrations and campaign activity across the accounts they are authorised to view. A team could, for instance, quickly identify advisors who have not yet linked their CRM, started essential campaigns or finished key setup tasks. This helps larger firms direct support, training and outreach where they are needed, while marketers still decide what comes first. In Q4, Snappy Kraken will also release Office Hub, a single location where marketing teams can monitor advisor setup and integrations across their network. Teams will be able to apply shared changes to account and branding settings without repeating the work in each advisor's account. Snappy AI is now available to Snappy Kraken users. Eligible subscriptions include a monthly allocation of Snappy AI credits at no extra charge. Snappy Kraken CEO Robert Sofia said, "Most advisors don't have a marketing activity problem. They have a visibility problem. "They're running campaigns, sending emails and generating engagement, but it's not always clear what's working or where opportunities are slipping through the cracks. Snappy AI connects those dots and helps advisors focus on what will actually move their marketing forward. That's where we see the real opportunity for AI - not just creating more content, but helping advisors make smarter decisions with the marketing they're already doing." Enjoying the stories? Investors. The following investor(s) were tagged in this article.

Snappy Kraken has launched Snappy AI, an AI marketing operations tool for financial advisors. Built into Snappy Kraken and powered by Claude, the platform analyses campaign activity, audiences, and results to identify gaps and recommend next steps. The AI protects personally identifiable information by not retrieving individual contact details. It operates in read-only mode, meaning it can analyse and recommend but cannot launch campaigns or change settings — a design choice addressing compliance requirements for financial firms. Snappy Kraken's State of Digital & AI 2026 report found advisors with connected CRM systems generated three to four times more engagement, yet only one in four had connected their CRM. The company plans to expand Snappy AI's capabilities as part of a broader AI roadmap for advisor workflows.