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WealthTech Weekly
5 October 2020

WealthTech Weekly October 5, 2020

by INSART

WealthTech Weekly October 5, 2020

iCapital Network divested its right to acquire a private client team to AlphaCore Wealth Advisory. Morgan Stanley received Federal Reserve approval for its acquisition of E*Trade. CI Financial Corp. and d1g1t Inc. expand…
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30 September 2020

PayTech Round-Up September 30, 2020

by INSART

PayTech Round-Up September 30, 2020

MineralTree raised $50 million. Acquire raised $1.7 million. BluePenguin Payments expands its partnership with Galileo Financial Technologies. Stripe partners with Salesforce. ACI Worldwide partners with Mastercard. Paya partners with CoverMe. Finicity launched Finicity Lend.
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WealthTech Weekly
28 September 2020

WealthTech Weekly September 28, 2020

by INSART

WealthTech Weekly September 28, 2020

Riskalyze and H. Beck announced an enterprise agreement. BNY Mellon clients will have access to GTreasury's platform. Unqork and Capco announced a global strategic alliance. SS&C Technologies announced the launch…
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23 September 2020

PayTech Round-Up September 23, 2020

by INSART

PayTech Round-Up September 23, 2020

Paya will acquire The Payment Group. Clearent acquired Wintac. KyckGlobal teamed with Cambridge Global Payments. FLEETCOR will acquire Associated Foreign Exchange. Acquire raised $1.7 million of pre-seed investment. DeFiner announced a new investment from…
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WealthTech Weekly
21 September 2020

WealthTech Weekly September 21, 2020

by INSART

WealthTech Weekly September 21, 2020

YieldX was launched. WEG will create a fully digitized experience platform. IG Wealth Management and Equitable Life of Canada selected InvestorCOM. Riskalyze expanded its existing enterprise agreement with Independent Financial Partners. InvestCloud and…
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16 September 2020

PayTech Round-Up September 16, 2020

by INSART

PayTech Round-Up September 16, 2020

Square launched “On-Demand Pay”. Payoneer launched Payoneer for Banks. Sezzle released its virtual card for shoppers. Dash launched the FastPass network initiative. KodyPay raised £1.8m in funding. Deel raised $30m in Series B funding. CheckAlt…
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WealthTech Weekly
14 September 2020

WealthTech Weekly September 14, 2020

by INSART

WealthTech Weekly September 14, 2020

M1 Finance reported 100% growth in its AUM portfolio in six months. Panoramix partners with Shareholders Service Group. Riskalyze announced an enterprise agreement with H. Beck. Prepay Nation partners with ACE Money…
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9 September 2020

PayTech Round-Up September 9, 2020

by INSART

PayTech Round-Up September 9, 2020

2Checkout is acquired by Verifone. Zip Co agreed to acquire QuadPay. Melio raised $144m in funding. Cred and Checkbook.io joined Visa’s Fast Track program. AvidXchange launched the “Boost your Business” Program. Sezzle unveiled its virtual…
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WealthTech Weekly
7 September 2020

WealthTech Weekly September 7, 2020

by INSART

WealthTech Weekly September 7, 2020

Advicent relations with MX. FIDx partners with Envestnet | MoneyGuide. MyRepChat announced an agreement with Cetera. InvestEdge Compliance and Surveillance is added to the Sanctuary Wealth platform. Smarsh participates in the Microsoft OCP program. Wealthfront…
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2 September 2020

PayTech Round-Up September 2, 2020

by INSART

PayTech Round-Up September 2, 2020

QuadPay partners with Mastercard Vyze. Four partners with Stripe. The Payoneer for banks program partners with Kuda Bank. Capchase raised $4.6m in seed funding. Plastiq Accept, a card acceptance product, is…
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