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Siebert makes additional investment in FusionIQ, extends partnership

The deal outlines a planned 10-year transformation partnership covering wealth and advisory services, distribution, and digital asset and payments infrastructure.

Reported · Written up by our desk · Industry & Deals

Siebert has made an additional investment in wealth technology provider FusionIQ and signed a strategic partnership to expand their work across technology, distribution, and product development, according to Coverager.

While the investment amount was not disclosed, the companies plan, subject to definitive agreements, to enter a 10-year transformation partnership focused on wealth and advisory services, broker-dealer and institutional distribution, and digital asset and payments infrastructure.

The agreement builds on a partnership announced in June 2025, under which FusionIQ began supporting Siebert’s hybrid advice, self-directed investing, and multi-custodian capabilities.

The companies also intend to jointly develop and commercialize products that combine FusionIQ’s cloud-based wealth technology with Siebert’s broker-dealer, advisory, and institutional infrastructure. FusionIQ, based in Woburn, Massachusetts, helps insurers embed digital investing and advisory tools into the policyholder experience, the outlet said.

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