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WealthTech Weekly
8 March 2021

WealthTech Weekly March 8, 2021

by INSART

WealthTech Weekly March 8, 2021

intelliflo creates a new global leader in financial advice technology. INVENT announced the appointment of Larry Roth as a Strategic Advisor. Hub International acquires the assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. 
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WealthTech Weekly
1 March 2021

WealthTech Weekly March 1, 2021

by INSART

WealthTech Weekly March 1, 2021

Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors. Junior Achievement USA (JA) announced the launch of JA BizTown Adventures. Web apps protection firm PerimeterX raised USD 57 mln.
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WealthTech Weekly
22 February 2021

WealthTech Weekly February 22, 2021

by INSART

WealthTech Weekly February 22, 2021

MoneyLion to go public via $2.9B SPAC merger. AdvicePay announced a new technology integration with Salesforce. Farpointe Wealth Partners, LLC announced that Schexnayder Wealth Advisors has joined the team. 
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15 February 2021

WealthTech Weekly February 15, 2021

by INSART

WealthTech Weekly February 15, 2021

Human Interest tacked on another $55 million to its Series C. Envestnet | MoneyGuide and MaxMyInterest announced an integration. Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM…
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20 January 2021

PayTech Round-Up January 20, 2021

by INSART

PayTech Round-Up January 20, 2021

Pineapple Payments acquired 1st Payment Systems. Integral Ad Science acquired Amino Payments. Relay Payments raised $43 million in funding. Modern Treasury secured $38 million Series B funding round. Qoins raised a $1.5 million…
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WealthTech Weekly
18 January 2021

WealthTech Weekly January 18, 2021

by INSART

WealthTech Weekly January 18, 2021

DriveWealth acquired Cuttone & Company. Arete Wealth will acquire Center Street Securities. NFP acquired EdgeHill Insurance Brokers Ltd. ARCH Global Precision acquired LISI Medical Jeropa. Hub International Limited acquired the assets of Commercial Insurance…
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13 January 2021

PayTech Round-Up January 13, 2021

by INSART

PayTech Round-Up January 13, 2021

Bakkt goes public. NCR buys Cardtronics. Mastercard launches a new tool. EVO Payments expanded its suite of solutions. ThryvPay processed more than $2M. PrimaHealth Credit launched a BNPL payment plan. PayJunction launched an electronic…
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WealthTech Weekly
11 January 2021

WealthTech Weekly January 11, 2021

by INSART

WealthTech Weekly January 11, 2021

Twenty Over Ten launched a refreshed brand and revamped website. Citadel Servicing Corporation is rebranding as Acra Lending. Integrated Advisors Network acquired ReDefine Independent Advisors. Captrust Financial Advisors acquires MRA Associates. Hub International…
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23 December 2020

PayTech Round-Up December 23, 2020

by INSART

PayTech Round-Up December 23, 2020

Wirex is a principal member of Visa in Europe. Big Y will use NCR Corporation’s platform. Thoma Bravo LP acquires RealPage Inc. Billhop partners with Visa Finland and Oma Säästöpankki Oyj. Rent-A-Center acquires…
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WealthTech Weekly
21 December 2020

WealthTech Weekly December 21, 2020

by INSART

WealthTech Weekly December 21, 2020

Fischer & Company will merge with Stralem & Company. Raymond James is to acquire Financo. RightCapital integrates with LPL`s ClientWorks program. Docupace partners with Ameritas. Taxdoo raised $21 million. Landbay attracted more than…
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