Siebert Financial has made an additional investment in FusionIQ and signed a strategic partnership designed to expand the companies’ relationship across technology, distribution, product development and commercialization.
The investment builds on a relationship established in June 2025, when Siebert began working with FusionIQ on digital investment capabilities spanning hybrid advice, self-directed investing and multi-custodian workflows.
Subject to definitive agreements, the companies are contemplating a 10-year Strategic Transformation Partnership.
The planned partnership centers on three growth areas: wealth and advisory services, broker-dealer and institutional distribution, and digital assets and financial infrastructure.
In wealth management, the companies plan to build a more integrated technology platform for financial advisors, banks, credit unions, enterprises and individual investors.
The broker-dealer component would focus on embedded wealth, digital investing and institutional distribution infrastructure.
The third area involves regulated digital assets, payments and financial infrastructure connected to Siebert’s broader digital asset strategy.
FusionIQ contributes cloud-native wealth technology, financial planning, AI and digital investing capabilities.
Siebert provides regulated broker-dealer and advisory infrastructure, distribution, digital asset capabilities, capital and public-market access.
KEY QUOTES:
“This additional investment reflects the progress of the relationship and the scale of what we believe we can build together.”
John J. Gebbia, CEO Of Siebert Financial
“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.”
Eric Noll, Chair And CEO Of FusionIQ
