• DriveWealth partners with Wealthface.
  • United Planners announced new general partners.
  • Wealthface moves to the Middle East and North Africa region.
  • Addepar got an investment of $40 million by WestCap. 
  • GroupBleakley Financial added an advisor with $170 million in client assets from Northwestern Mutual.
  • HiddenLevers helps financial advisors meet demand for discussions around risk.


DriveWealth, announced a new partnership with Wealthface LLC, an UAE-based wealth management company and online investment platform.

United Planners Financial Services
Mike Baker, President, CEO and General Partner of United Planners, announced the latest addition of general partners to the Firm: Billy Oliverio, Chad Shindel and Sheila Cuffari-Agasi.

Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and north Africa.The company will operate out of its UAE offices in Abu Dhabi.

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