Portfolio

FNZ featured on CNBC

Published on

December 2025

Roman Regelman, Group President of FNZ, a Motive Partners portfolio company, was featured on CNBC to discuss key findings from their new Global AI Playbook, “The AI-Powered Investment Firm.”

Watch the full interview here.

‍

Mentioned in this article

Portfolio

News from the Motive Partners Network: Accordion acquires Pinnacle Healthcare Advisors

Portfolio

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Portfolio

Alchelyst and Lyra Client Solutions to combine to create next-generation private markets servicing platform

Portfolio

InvestCloud delivers the first of a new generation of AI-enabled solutions to drive advisor productivity and enhanced client engagement

Portfolio

FNZ featured on CNBC

More like this

News from the Motive Partners Network: Accordion acquires Pinnacle Healthcare Advisors

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Alchelyst and Lyra Client Solutions to combine to create next-generation private markets servicing platform

InvestCloud delivers the first of a new generation of AI-enabled solutions to drive advisor productivity and enhanced client engagement

FNZ announces strategic partnership with Microsoft to accelerate the transformation of the wealth management industry