Sowell Management launches Advanced Planning Group for advisor support platform

Sowell Management launched a new product on August 31, 2026.

Primary

Sowell Management

Date

August 31, 2026

Sub-sector

Wealthtech

Incremental product expansion by an established wealthtech player shows consolidation of planning capabilities, but unlikely to directly impact sub-$250M founders unless competing in advisor tools or estate planning software.

Primary company

Sowell Management

Counterparty

Not disclosed

Amount

Not disclosed

Event date

August 31, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

Not disclosed

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com