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Wednesday, August 19, 2026The Morning Brief →Sign in
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MissionSquare Retirement

In PWD coverage since August 17, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 10, 26Fund launchApex Fintech Solutions · MissionSquare Wealth Management — coverage
Aug 10, 26Fund launchMissionSquare Wealth Management — coverage
PWD coverage
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MissionSquare's wealth push hands public-plan advisors a rollover rival

The plan provider behind $73.6 billion in public-sector assets is adding brokerage and robo accounts, competing for rollovers and household money.
the_wrap · Aug 17MissionSquare rents technology; Edelman buys dealmaking talent
plans · Aug 17MissionSquare expands from recordkeeping into participant wealth
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