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WealthTech Weekly
27 July 2020

WealthTech Weekly July 27, 2020

by INSART

WealthTech Weekly July 27, 2020

E*TRADE is to adopt the merger agreement with Morgan Stanley. FP Alpha announced a new client data integration with Redtail. Xignite partnered with SIX. Cornerstone Financial Planning joins LPL. Marstone will integrate with…
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23 July 2020

PayTech Round-Up July 23, 2020

by INSART

PayTech Round-Up July 23, 2020

PayPal plans to bring crypto trading together with Paxos. Audio Modeling switched to 2Checkout to leverage a flexible digital commerce platform. PayJunction launched the first cloud-controlled and completely contactless payment solution.…
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WealthTech Weekly
20 July 2020

WealthTech Weekly July 20, 2020

by INSART

WealthTech Weekly July 20, 2020

Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper. AdvicePay partnered with Envestnet | MoneyGuide. Insigneo partners with Skience. DriveWealth retained BackBay Communications as agency of record. Riskalyze appointed Brian McLaughlin to its…
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16 July 2020

PayTech Round-Up July 16, 2020

by INSART

PayTech Round-Up July 16, 2020

Accrualify launches a new corporate card. CheckAlt partners with Tru Treasury. Monese partners with  Paysafe. NYMBUS partners with Payrailz. Square acquired Stitch Labs. ChartIQ unveiled a new company name and logo, Cosaic. Sezzle raised $55…
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WealthTech Weekly
13 July 2020

WealthTech Weekly July 13, 2020

by INSART

WealthTech Weekly July 13, 2020

AdvicePay integrates MoneyGuide. Morningstar acquires Sustainalytics. Twenty Over Ten updates its Lead Pilot tool. ParameterInsights published a report on changes in the wealth management industry. SmartAsset's CEO, Michael Carvin, was named one of…
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WealthTech Weekly
6 July 2020

WealthTech Weekly July 6, 2020

by INSART

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…
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WealthTech Weekly
29 June 2020

WealthTech Weekly June 29, 2020

by INSART

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…
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WealthTech Weekly
22 June 2020

WealthTech Weekly June 22, 2020

by INSART

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…
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WealthTech Weekly
15 June 2020

WealthTech Weekly June 15, 2020

by INSART

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…
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WealthTech Weekly
8 June 2020

WealthTech Weekly June 8, 2020

by INSART

WealthTech Weekly June 8, 2020

Northern Trust partnered BlackRock. InvestorCOM announced a deal with Morningstar Inc. RIA in a Box, Morningstar, Redtail Technology (Redtail), and Riskalyze help new RIAs. Charles Schwab gets DOJ approval to buy…
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