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. MoneyLion said its new suite of cryptocurrency offerings will be integrated across the company’s digital financial platform. BrightPlan scores $9.5m in its Series A to continue nearly fivefold revenue growth. SoFi announced that auto loan refinancing offers are now available through Lantern. Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies. Capitect has integrated with cryptocurrency platform Coinbase.
Lifeworks Advisors, a fast-growing independent RIA firm, launched a new thought leadership video podcast series – The Future of Advice™. Hosted by Ron Bullis, CEO of Lifeworks Advisors, The Future of Advice™ will feature in-depth video interviews with some of the wealth management industry’s best known and widely followed executives, innovators and thought leaders providing their personal points of view on the big issues, trends and challenges impacting the future direction of the industry.
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Popular saving and investing app Acorns has acquired Pillar, an AI-powered startup built to help manage student loan debt, in its second acquisition of 2021.
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Apella Capital, LLC, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Calandra Financial, a registered investment advisor (RIA) firm headquartered in Atlanta, Georgia, has joined the firm.
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MoneyLion said its new suite of cryptocurrency offerings will be integrated across the company’s digital financial platform, and will enable its users to buy and sell digital assets, and earn cryptocurrencies through a crypto-based rewards program and spending roundups
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BrightPlan scores $9.5m in its Series A to continue nearly fivefold revenue growth.
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SoFi announced that transparent, competitive, and personalized auto loan refinancing offers are now available through Lantern, the financial services product comparison site owned and operated by SoFi, the digital personal finance company.
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Envestnet announced it has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and other financial institutions.
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Capitect, a U.S.-based advisor technology platform, recently announced it has integrated with cryptocurrency platform Coinbase for digital currency performance reporting, billing, and rebalancing.
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