Siebert Financial, a diversified financial services company, has made an additional investment in FusionIQ, a cloud-native wealth technology company, alongside signing a strategic partnership designed to broaden their relationship across technology, distribution, product development and commercialisation.
The fresh capital underlines Siebert’s ongoing focus on technology investments intended to widen its digital wealth offering, modernise its financial infrastructure and back new products and distribution routes.
It builds on the strategic tie-up the two firms first announced in June 2025, under which Siebert began working with FusionIQ to strengthen its digital services and enable more joined-up investment workflows spanning hybrid advice, self-directed investing and multi-custodian functionality.
Pending definitive agreements, the arrangement centres on a ten-year Strategic Transformation Partnership, through which the two businesses would jointly build and bring to market initiatives across three core growth areas.
The first, wealth and advisory, would see Siebert’s advisory reach extended into a broader, technology-driven wealth ecosystem serving financial advisers, banks, credit unions, enterprises and retail investors.
The second, broker-dealer and institutional distribution, would involve upgrading and expanding infrastructure that underpins enterprise brokerage, embedded wealth services, digital investing and institutional distribution.
The third area covers digital assets and financial infrastructure, with the companies set to assess and build regulated digital asset, payments and financial infrastructure capabilities tied to Siebert’s wider digital asset ambitions.
The proposed partnership is structured to progress in two stages, beginning with joint strategy and product design work before moving swiftly into implementation and commercial rollout.
FusionIQ contributes a cloud-native wealth technology platform along with digital investing and financial planning tools, artificial intelligence capabilities, product development expertise and institutional relationships.
Siebert, for its part, brings regulated broker-dealer and advisory infrastructure, institutional distribution reach, digital asset capabilities, strategic capital and market access.
Together, the two companies intend to build an integrated platform for developing, launching and distributing the next generation of wealth, brokerage and financial technology solutions across both established and emerging markets.
Siebert Financial CEO John J. Gebbia said, ““Technology investment is an important part of Siebert’s long-term growth strategy, and our work with FusionIQ is a strong example of that commitment.
“Last year, we invested in FusionIQ because we saw a strong technology platform and a clear strategic fit between our businesses. This additional investment reflects the progress of the relationship and the scale of what we believe we can build together. By combining FusionIQ’s technology and operating capabilities with Siebert’s regulated infrastructure, distribution and public company platform, we can move faster across wealth management, brokerage and new financial infrastructure.”
FusionIQ Chair and CEO Eric Noll said, “This partnership moves our relationship beyond a conventional vendor model. We are aligning capital, teams and governance around a shared roadmap designed to create measurable growth for both companies and stronger experiences for advisors, institutions and investors.”
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