Siebert Financial made an additional equity investment in wealth technology firm FusionIQ.
The transaction expands a partnership launched in June 2025 to upgrade digital wealth tools, hybrid advice workflows, self-directed investing, and multi-custodian capability.
The parties signed a proposed 10-year strategic transformation partnership, subject to definitive agreements, spanning wealth and advisory, brokerage distribution, and digital assets.
Siebert plans to pair FusionIQ’s cloud-native platform with its regulated broker-dealer and advisory infrastructure to accelerate product rollout and commercialization.
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