John Grady has joined ADISA as executive director, succeeding John Harrison following his retirement at the company. He brings more than 30 years of investment management experience. Before joining ADISA, Grady was the CEO and general counsel for RIA firm ABR Dynamic Funds and held roles at Practus LLP and DLA Piper LLP. 

Equitable Advisors has appointed Greg Boosin as CEO. Boosin will be joining the company’s Operating Committee, where he will be responsible for boosting Equitable’s marketing strategy to build its wealth management and retirement businesses. Before joining Equitable, Boosin served as the EVP of Global B2B & Product Marketing at Mastercard. 

Brad Ispass will serve in the newly created position as the head of enterprise wealth at Cohen & Steers, Inc. Ispass will play an instrumental role in building and expanding the firm’s wealth management footprint in the U.S. Most recently, Ispass was the head of U.S. Advisory distribution at asset management firm DWS Group, where he oversaw the firm’s U.S. wholesale segment and enterprise RIA strategy, account management, investment platform and research coverage. 

Signature Wealth Group, a wealth management firm under Raymond James Financial Services, has promoted Bary Dedge to serve as president, where he will oversee daily operations across the firm’s vast network of affiliated practices. Before assuming his position as president, Dedge served as the firm’s CEO for five years.  

RBC Wealth Management has appointed Brendan Krebs as the firm’s complex manager in Boston. For a little less than a year, Krebs served as the head of PNC Investment’s advisor division. Krebs brings more than 25 years of industry experience to RBC and will oversee nine branches and 100 financial advisors in the greater Boston area. Krebs held leadership positions at Merrill Lynch, Wells Fargo, Fisher Investments, and PNC. 

Snapper Creek Energy, a data-driven commodity brokerage specializing in traditional, renewable, and transitional energy markets, has added Matt Parker and Zane Curry as co-heads of the newly founded SCE Advisory Group. In their roles, Parker and Curry will deliver macro-hedge fund services, physical marketing and procurement strategies, due diligence support, and data-driven market research to clients. Before joining Snapper Creek, Parker and Curry, respectively, served as the managing director and VP of Markets and Research at Mobius Risk Group. 

Trust & Will, an estate planning firm, has unveiled its AI platform, EstateOS, which aims to modernize how generational wealth transfer is planned, managed, and preserved. The tool has four new capabilities and will allow financial advisors to offer estate planning services in-house and streamline partnerships. The platform has over 20,000 financial advisors, with over $200 billion in client estate assets. 

Osaic has added a father-and-son duo, functioning as Porpora Wealth Management, which manages about $100 million in client assets. The Jericho, NY-based team, led by Ralph and Michael Porpora, and joined by registered administrative assistant, Mary Brennan, hail from B. Riley Wealth Management and are affiliates with New York Financial Partners. 

RS2, a software and processing solutions platform, has partnered with credit card issuer Visa to offer an end-to-end acceptance infrastructure proposition, launch various up-to-date capabilities and tailored services to banks, fintechs, and merchants internationally. Recently, RS2 launched an AI orchestration layer, which is designed to modernize banking systems. 

Jump, an AI provider for financial advisors, has partnered with financial planning software, RightCapital, to allow advisors to provide real-time updates to clients, including data on incomes, expenses, goals, and family records. Through the integration, the platform will grant advisors the tools to ensure that clients receive customized financial planning and resources. 

Foresight, a New York City-based software company, raised $5.5 million in its latest seed funding round. The funding was led by New Enterprise Associates, a venture capital firm, with participation from KDX Ventures. Madison Faulkner, a partner on NEA’s technology investing team, will join Foresight’s board of directors. Foresight, launched in 2023, uses AI-driven data to assist private market investors, lenders, and acquirers. 

Galaxy Asset Management, an affiliate of crypto financial services firm Galaxy Digital, has raised $175 million in capital commitments in its final round of Galaxy Ventures Fund I. The Fund is primarily focused on investing in startup companies developing infrastructure and applications for the “onchain” economy. Its investment strategy supports financialized applications, blockchain protocols, and software infrastructure. 

TruSight, an AI data services firm, has raised capital from various strategic investors. The amount of capital raised was not disclosed. TruSight offers industry-related M&A research, data solutions for financial institutions, M&A intermediaries, and professional services organizations. 

Traction Capital, a Minnesota-based venture capital and growth equity firm, has launched its second investment fund, dubbed Fund II. The fund is widely focused on supporting early-stage businesses in Minnesota and nearby states. Following the fund’s launch in March, Fund II raised over $30 million in subscriptions, with a target of raising between $40 million and $60 million. Since securing its funds, Fund II has invested in two AI-related companies: Blank Metal and PARQA. The company is led by Kenneth Davies, founder of Google Energy and former head of Microsoft’s international renewable strategy division.