WealthTech Roundup: Max Debuts Private Banking for Large RIAs
Max has launched Max Private, a suite of private banking and lending capabilities for large RIAs and high-growth advisory firms.
The new enterprise product suite provides bespoke lending capabilities, including private mortgage lending, securities-based lending, art loans, yacht loans and trust banking services. Max Private also offers cash optimization services with FDIC insurance coverage up to $50 million per client and $200 million per couple, along with integrations for leading CRMs, planning software and reporting platforms.
Max has operated as a cash management solutions provider for affluent households since 2013 (it was known for years as MaxMyInterest before officially shortening its brand to Max in March 2025), enabling access to market rates, expanded FDIC insurance coverage and same-day liquidity. The introduction of Max Private is meant to extend these capabilities to help advisory firms compete with large integrated institutions.
The platform includes a flexible revenue model allowing firms to configure products and features according to their needs. It targets large RIAs, hybrid firms and private-equity-backed platforms seeking differentiation and scale opportunities.
Max Private offers custom-branded client experiences, enabling firms to display their brand and colors, including options for firm-branded debit and credit cards. Out-of-the-box advisor technology integrations include Redtail, Wealthbox, eMoney, MoneyGuide, RightCapital, Orion, Addepar and Morningstar, as well as APIs for building custom integrations.
Zocks, Wealth.com Announce Partnership, Integration
Zocks and Wealth.com announced a new partnership that uses AI to help streamline estate planning.
The bi-directional integration between the AI assistant and the estate planning platform automates data entry and client follow-ups that previously took hours and days to complete.
Through the integration, Zocks captures key details from client conversations and automatically syncs them with client and estate planning information directly in Wealth.com. The system also pulls data from Wealth.com into Zocks for meeting preparation and follow-ups, allowing advisors to track client progress without switching systems.
Before client meetings, Zocks pulls information from Wealth.com, including document status, quiz outcomes and estate-planning context, into a one-page client summary. Advisors can quickly identify completed items, work in progress and outstanding discussion points.
During conversations, Zocks automatically captures estate planning details, including family tree information, asset titling, gifting plans, beneficiary arrangements and will or trust status.
After meetings, Zocks then converts captured details into structured data that updates in Wealth.com with a single click. This allows advisors and clients to complete plan building more quickly in Wealth.com.
The last year has been busy for both firms, with frequent announcements, integrations and partnerships.
Allworth Advisors Now Have RISR as a Tool
RISR has announced a strategic partnership with Allworth Financial, a registered investment advisory firm with approximately $34 billion in assets under management. Allworth advisors will use RISR’s business owner planning technology through a unified dashboard to guide entrepreneurs through business growth, valuation, succession and exit planning.
The integration is intended to strengthen Allworth’s ability to deliver coordinated financial, tax and business planning to its business owner clients across the country.
Business transitions are accelerating nationwide as owners approach retirement, increasing demand for coordinated valuation, tax-aware succession and exit planning. Through RISR, Allworth advisors can integrate business insights into broader financial plans to help ensure business, personal and tax strategies remain aligned during liquidity events and long-term planning decisions.
RISR’s platform streamlines workflows for business owner planning, allowing advisors to evaluate business value, model succession scenarios, and connect personal, business, and tax considerations in a centralized experience.
The integration reflects growing industry demand for technology that can scale specialized planning while also supporting personalization.
End clients will access RISR’s insights and deliverables directly through select Allworth advisors as part of the firm’s integrated planning offering.
Opto Rolls Out Diligence AI, Hires Warren Seubel to Manage it and Client Relationships
Private markets platform company Opto Investments hired Warren Seubel to oversee client relationships with RIAs, family offices and institutional investors while managing the rollout of Opto’s Diligence AI tool. He will serve as vice president of sales and revenue and will lead commercialization efforts for Opto.
The technology platform enables wealth managers and chief investment officers to build and scale private markets programs for high-net-worth clients and institutional investors.
Seubel brings more than 20 years of experience leading business development and product teams across fintech and financial services organizations. He previously served as managing director at CAIS and was an early senior team member at Addepar, where he helped build platforms for wealth managers and family offices.
His role includes overseeing the adoption of Opto’s Diligence AI, which automates private markets research and analysis for investment teams. The tool extracts data from documents, benchmarks fund and manager performance, and generates investment committee memos, allowing analysts to focus on decision-making without adding staff.
Opto’s platform is meant to streamline the private markets lifecycle from fund creation and subscriptions to capital calls and reporting through a unified platform. The company’s portfolio construction tools are intended to help allocators design private markets programs that align with client preferences and investment objectives.
Seubel will report to Opto CEO Ryan VanGorder.
Diligence AI is currently used by endowments, family offices and wealth managers to evaluate opportunities from data rooms and fragmented sources.