Arete Wealth

Arete Wealth continues to expand into direct-to-consumer digital wealth services. From InvestmentNews: OnPoint Community Credit Union, which manages $9.4 billion in assets for its clients, has partnered with FusionIQ to empower clients with self-directed investing and hybrid digital advice. Arete Wealth partners with FusionIQ to serve as the broker-dealer for the self-directed investments. In a previous release, Arete Wealth CEO and Founder Joshua D. Rogers shared, “This exciting step into the digital consumer wealth space allows us to expand our reach in a modern way while retaining what makes us unique: our elevated approach to presenting both traditional and alternative investment products.” 

Our firm's founder and CEO Joshua D. Rogers shows how having a mix of professional and personal passions can lead to incredible growth and impact. Josh is deeply involved in education, art, and leadership, serving as a trustee for the Museum of Contemporary Art Chicago and teaching entrepreneurship at St. John's College. His story is a great reminder that exploring different interests—whether in business, arts, or community—can spark creativity and lead to fresh perspectives. It’s proof that balance isn’t just possible; it’s powerful.

Arete Wealth, a Chicago-based broker/dealer and investment advisory firm, has added HUDSONPOINT | capital to its network of branches.

Arete Wealth is proud to announce HUDSONPOINT | capital has joined its network of wealth management firms. For over two decades, HUDSONPOINT capital has been dedicated to guiding clients towards more promising returns by providing access to alternative investment strategies and vehicles. The decision to affiliate with Arete Wealth aligns with HUDSONPOINT capital’s commitment to delivering these custom investment options, as Arete Wealth is ranked for its expertise in alternative investments by offering high-net-worth clients access to curated opportunities typically reserved for endowments and family offices. #financialservices #financialadvisor #wealthmanagement #alternativeinvestments #brokerdealer #aretewealth

📢 Speaker Announcement 📢 Our CEO and Founder Joshua D. Rogers will be a featured speaker at this month's Private Markets Insider Alternative Investment & DealConnect Summit, in Arete's home city of Chicago. What makes us an expert on this topic? In addition to traditional wealth management products, Arete Wealth offers a bespoke alternative platform for qualified investors that features dozens of offerings including artwork, hedge funds, private equity, venture capital, real estate, and more. We're excited to continue leading these conversations about the evolving alts market. #alternativeinvestments #alternativeinvesting #institutionalinvesting #privatemarketsinsider #aretewealth

From the main stage in Chicago, Arete Wealth CEO Joshua D. Rogers has officially launched the firm’s 2024 annual conference, Assembly. Over 200 registered attendees and more than 20 product partners have gathered to learn more about the firm’s exclusive, elite alternative investing platform. #altinvesting #brokerdealer #wealthmanagement

We are incredibly excited to announce our latest partnership with Luma Financial Technologies! Through this collaboration, advisors can access Luma’s educational resources, analytics, and lifecycle management tools. Together, we are committed to delivering best-in-class solutions, supporting financial professionals, and driving innovation in the industry. Learn more about this partnership, here: https://lnkd.in/guMrF7E8

As we continue to build on the news and excitement of Arete Wealth welcoming Crux Wealth Advisors onto our platform, this release also highlights components of Arete Outsource Solutions. This proprietary, integrated tech stack and back-office service model helps independent wealth management firms reach even higher levels of efficiency - and success. Find out more: https://lnkd.in/gh74xayB

We are thrilled to share Crux Wealth Advisors is joining forces with Arete Wealth. This partnership marks a significant milestone in Arete's journey to expand both our top-tier financial solutions as well personalized services to our partners and their investors. By providing broker-dealer and insurance agency resources, we'll ensure Crux Wealth advisors and clients receive the best possible guidance, support, and access to achieve excellence in investing. #wealthmanagement #brokerdealer #cruxwealthadvisors #aretewealth

InvestmentNews covers Arete Wealth's expanded collaboration with BNY Pershing.