Worthy Crosses $1B in Client Income Analyzed Amid WealthTech Wave

An AI-native tax planning platform hit a milestone months after launch, while a handful of the largest wealth management technology vendors rolled out new integrations and capabilities this week.

Worthy, the tax-planning software for financial advisors that launched earlier this year, said it has analyzed more than $1 billion in taxable client income. The company attributed the figure to growing adoption of its tools by advisors.

“Tax planning is a doorway,” Worthy co-founder and CEO Jonathan Hudacko said in a statement. “When advisors can understand a client’s full tax picture in seconds, it opens conversations about retirement, estate planning and long-term care that might otherwise take years to get to. Crossing $1 billion in client income analyzed tells us those doors are opening–fast.”

The company’s client base includes a pilot with more than 300 associates at Edward Jones and a partnership with estate planning platform Vanilla, according to Worthy. Hudacko previously co-founded Just Invest, a direct indexing technology provider that Vanguard acquired in 2021.

Worthy COO Rosanna Leroe-Muñoz, who served as chief revenue officer at Just Invest, said in a LinkedIn message that with Worthy, the company is realizing the value of combining AI-native tax planning with financial planning for advisors and clients.

Orion and Goldman Sachs Open Accounts

Orion announced the launch of its Dynamic New Account Opening tool, which lets advisors open accounts with Goldman Sachs Custody Solutions within the Orion Advisor Portal. The integration is available to Orion Advisor Technology clients who custody with Goldman Sachs, with availability expanding to Orion Portfolio Solutions clients later this summer and to additional custodial partners later this year, the company said.

“Orion collaborated closely with Goldman Sachs Custody Solutions through two hackathons in 2025 with one goal: streamlining the account-opening process and improving efficiency for advisors,” Todd Bertucci, executive vice president of Orion Advisor Technology, said in a statement. “By leveraging AI at the hackathons, we were able to quickly streamline the account-opening process and automate key workflows.”

The tool offers a workflow that adapts to account type, household structure and custodian. Features include centralized data capture, a choice of DocuSign e-signature or a fully digital experience, and real-time account opening through custodian API integrations.

Jeremy Eisenstein, managing director and head of Goldman Sachs Custody Solutions, said the integration “showcases the power of our custody platform’s open architecture and API-driven design providing RIAs the flexibility to connect with the technology partners they choose.”

Conquest Meets Lydia

Conquest Planning Inc. has integrated Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, into its platform. The combination links Conquest’s Strategic Advice Manager, which analyzes client financial data, with Lydia, which provides behavioral intelligence, communication coaching and meeting preparation tools.

“Even the most advanced financial plan only creates value if clients are willing to act on it. That’s where behavioral intelligence matters,” Conquest CEO Brad Joudrie said in a statement. “By combining our verifiable engine and AI assistant SAM Guide with Lydia’s behavioral intelligence, we’re giving advisors a more complete solution that helps them identify the right recommendations and communicate them in ways clients can understand, trust and act on.”

Lydia is available as an add-on within the Conquest platform. Advisors can use it to prepare for meetings, role-play client conversations, draft follow-up communications, and receive coaching tailored to their firm’s language and products.

LPL’s $2 Billion Tech Bet

LPL Financial announced LPL Latitude, a “unified technology experience” designed to connect its capabilities across data, cybersecurity, AI, advisor workflows and end-investor applications. The firm said it has invested nearly $2 billion over the last three years in building Latitude’s core pillars, including annual increases in cybersecurity spending, and expects to introduce more than 35 major technology enhancements this year.

“LPL Latitude is more than a technology system–it’s a strategic investment in the future of advice,” LPL CEO Rich Steinmeier said in a statement. “By creating a unified foundation across our business, we are accelerating innovation, unlocking the power of AI and data, and delivering more seamless, intelligent experiences for advisors and their clients.”

A core asset of Latitude is Cyan, LPL’s AI agent designed to operate across advisor workflows. Initial capabilities launching later this year will focus on conversational generative AI for workflow support, agentic automation for account maintenance, and AI-generated financial planning insights.

Since deploying the LPL Business Browser earlier this year, the firm said it has blocked thousands of cyberattacks on advisors’ systems.

FMG Suite Launches Partner Program

FMG Suite, a marketing and growth platform serving more than 80,000 financial advisors, launched Institutional Intelligence, a program that delivers curated expertise and tools from wealthtech firms into advisor workflows. Wealth.com joined as the “exclusive technology founding partner,” making FMG its primary distribution channel to independent advisors.

The partnership introduces Wealth.com’s estate and tax planning website tools and advisor website templates. Other partners in the program include Foundation Source, Trust & Will, Cue Studios, Nitrogen and Bento Engine. Additional partners, including asset managers and investment research firms, are expected to join in the coming months.

d1g1t Connects to Anthropic, OpenAI, Microsoft

Wealthtech provider d1g1t launched an AI connector that links its enterprise wealth management platform to Anthropic’s Claude, OpenAI’s ChatGPT and Microsoft’s Copilot. The d1g1t MCP server, built on the Model Context Protocol standard, lets advisors retrieve live data from the platform using natural-language commands.

“By connecting AI agents directly to our enterprise wealth management platform where trusted data actually lives, we’re giving advisors their own personal chief of staff,” wrote Benoit Fleury, chief product officer and co-founder of d1g1t, in a statement.

The connector provides capabilities such as automated morning briefs, meeting preparation summaries, ad hoc client reporting, portfolio analysis and compliance monitoring. Advisors can ask AI tools to pull household holdings, summarize year-to-date performance, or flag mandate breaches.

The launch establishes the foundation for d1g1t’s AI roadmap, with the company planning to invest in services that help wealth managers use AI across portfolio management, reporting, onboarding and client engagement.