Wealthtech Roundup: F2 Strategy, Osaic, BX Partners, Prudential And More

News Featuring F2 Strategy, Osaic, BX Partners, Prudential, Oasis, Kestra, AdvisorEngine, Orion, Focal, Altruist, And Wealth.com.

Published on Feb. 24, 2026

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This edition of the Wealthtech Roundup features F2 Strategy's wealthtech outlook, Osaic partnering with FINNY AI, BX Partners launching a risk monitoring tool, Prudential making AI upgrades to advisor leads programs, Oasis and Practifi releasing research on CRM selection, Kestra hiring Christine E. Brown as Head of Advanced Planning and partnering with RightCapital, AdvisorEngine appointing Tim Foley as Head of AI, Orion partnering with Edelman Financial Engines on advisor technology, Focal partnering with Shaping Wealth on behavioral coaching, Altruist launching AI tax planning within Hazel, Wealth.com partnering with Jump and Zocks for estate planning and Orion adding DPL annuity and insurance solutions.

Why it matters

Altruist's AI tax planning tool caused quite a stir, as its announcement coincided with a steep selloff for publicly traded industry shares including LPL, Schwab and Raymond James. Framed in a broader perspective, Altruist's product apparently triggered traders to apply the broader 'AI fear' selloff that hit multiple industries to the independent financial advisory space. Does the AI fear trade reflect a deeper reality or just jitters? Given how it occurred suddenly, it doesn't appear well thought through, so just jitters for now. But the deeper reality for firms – public and private – is that investors now demand they optimize for AI.

The details

F2 Strategy noted that despite huge growth in the alternative assets space, only 50% of firms use third-party technology tools to manage alternative investments. F2 recommends deploying tech to automate illiquid assets and speed ownership and reporting. F2 also noted that while 23% more firms year-over-year report using AI for daily tasks, savings on cost and time don't necessarily translate to organic growth. In addition, F2 found that RIAs have adopted AI technologies at a faster rate than bank-based advisors. FINNY AI and Osaic partner to make FINNY's prospecting technology available to Osaic's advisors, giving approximately 11,000 financial professionals and more than 270 institutions access to FINNY's technology to support organic growth. BX Partners launches a market risk monitoring tool for advisors called BX Risk Shield, which is a free, open architecture system designed to track market sentiment and trends in real time. Prudential Advisors announces enhancements to its advisor leads programs, leveraging AI and data science with the goal of improving lead quality and increasing conversion rates. The Oasis Group releases a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, analyzing CRM decisions for financial advisory firms in terms of timeframes for implementation, workflow alignment and long-term data architecture.

  • On February 24, 2026, this edition of the Wealthtech Roundup was published.

The players

F2 Strategy

A firm that provides strategic consulting and technology advisory services to wealth management firms.

Osaic

A financial technology company that provides technology solutions to financial professionals.

BX Partners

A Charlotte, North Carolina-based firm that launched a market risk monitoring tool called BX Risk Shield.

Prudential Advisors

The retail arm of Prudential Financial that announced enhancements to its advisor leads programs using AI and data science.

The Oasis Group

A firm that released a white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi.

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What they’re saying

“Under the backdrop of economic uncertainty, we'll reach a moment when it becomes clear who built great technology. Market volatility will showcase those who've done it right.”

— Doug Fritz, Co-Founder & Executive Chairman, F2 Strategy (wealthsolutionsreport.com)

“For the last 12 months we've had a large number of Osaic advisors reach out to try to get access' to the technology. The feedback so far is incredibly positive. There's a magic moment the first time an advisor books a meeting on FINNY; something just clicks that you truly can turn your growth on autopilot.”

— Eden Ovadia, CEO & Co-Founder, FINNY AI (wealthsolutionsreport.com)

“Advisors and their clients are inundated with uncertainty from tariffs, geopolitical conflict, elections, inflation, and the pressure to 'do something' may feel overwhelming. BX Risk Shield gives advisors a real-time way to understand what markets are actually signaling, respond with objectivity instead of emotion, and communicate that process clearly to clients.”

— Craig Cmiel, Co-Founder, BX Partners (wealthsolutionsreport.com)

“As the volume of data available to advisors continues to grow, AI is a strategic investment in advisors and growth. If we are to meet the challenge of turning a sea of data into meaningful action, we need a leads program that applies AI thoughtfully and responsibly – to help advisors focus on the opportunities that offer consumers the right advice at the right time.”

— Pat Hynes, President, Prudential Advisors (wealthsolutionsreport.com)

“Our experience shows that 75% of CRM implementations fail not because of the software itself, but because of rollout strategy, data architecture, and change management missteps. The firms that win are the ones that treat CRM as the operational hub of the business, implement in phases, and build the unified data foundation that AI will require.”

— John O'Connell, Founder & CEO, The Oasis Group (wealthsolutionsreport.com)

The takeaway

This wealthtech roundup highlights the growing importance of successful technology adoption in the wealth management industry. Firms that are able to effectively leverage AI, automate alternative investments, and optimize their CRM and prospecting tools are poised to gain a competitive advantage, especially in the face of economic uncertainty. The industry is rapidly evolving, and advisors who embrace these technological advancements will be better equipped to serve their clients and grow their practices.