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WealthTech Weekly
17 May 2021

WealthTech Weekly May 17, 2021

by INSART

WealthTech Weekly May 17, 2021

ETX Capital acquired Oval. AdvisorEngine and Fidelity Investments are rolling out deeper integrations. MoneyLion announced a partnership with insurance broker NFP. KB Financial Companies, LLC has recently appointed Julie Straley and Richard Rankin.
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WealthTech Weekly
10 May 2021

WealthTech Weekly May 10, 2021

by INSART

WealthTech Weekly May 10, 2021

FMG Suite and its recently acquired brand Twenty Over Ten announced the launch of new tools. Lifeworks Advisors has acquired Aimvest Technologies. Cetera snags $2.4 billion team from MassMutual. RIA in a Box has…
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WealthTech Weekly
3 May 2021

WealthTech Weekly May 3, 2021

by INSART

WealthTech Weekly May 3, 2021

CogniCor announced the launch of three new digital assistant modules. Andes Wealth Technologies announced the release of an integrated, comprehensive, and powerful client onboarding and communication platform. 
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WealthTech Weekly
26 April 2021

WealthTech Weekly April 26, 2021

by INSART

WealthTech Weekly April 26, 2021

CircleBlack has teamed up with Robertson Stephens in the launch its wealth management digital hub. Sequoia Financial Group and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their…
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WealthTech Weekly
19 April 2021

WealthTech Weekly April 19, 2021

by INSART

WealthTech Weekly April 19, 2021

GCF Valuation announced the launch of FinVal. Skience appointed Chris Zuczek to the newly-created role of Chief Product Officer. Retail investing surged in Q1 according to new data released from DriveWealth. 
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WealthTech Weekly
12 April 2021

WealthTech Weekly April 12, 2021

by INSART

WealthTech Weekly April 12, 2021

Lifeworks Advisors launched a new thought leadership video podcast series – The Future of Advice™. Acorns has acquired Pillar, an AI-powered startup. Apella Capital announced that Calandra Financial has joined the firm.
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WealthTech Weekly
5 April 2021

WealthTech Weekly April 5, 2021

by INSART

WealthTech Weekly April 5, 2021

DriveWealth announced a partnership with Plaid via one API integration. AlphaTrAI announced that Bruce Lavine has been named President, Asset Management. MAI Capital will acquire Ownership Advisors Inc. (OAI). BrightPlan closed a $9.5 million…
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WealthTech Weekly
29 March 2021

WealthTech Weekly March 29, 2021

by INSART

WealthTech Weekly March 29, 2021

DriveWealth announced their partnership with Alinea. Kingswood U.S. launched an all-digital alternative investment platform powered by WealthForge and Altigo. First Rate announced the release of a completely redesigned and enhanced technology platform.
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WealthTech Weekly
22 March 2021

WealthTech Weekly March 22, 2021

by INSART

WealthTech Weekly March 22, 2021

benjamin announced the release of a ground-breaking industry research report on the benefits that accrue by deploying an AI-driven Business Support System (BuSS). Pollinate announced it has closed a $50 million Series C…
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WealthTech Weekly
15 March 2021

WealthTech Weekly March 15, 2021

by INSART

WealthTech Weekly March 15, 2021

DriveWealth announced a partnership with Hemista. Foreside has surpassed $160 billion in ETF assets distributed on its platform and acquired the regulatory compliance business of JG Advisory Services LLC. ChoiceWORX announces collaboration with automation…
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