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. Schwab accidentally sent more than $1 million to the Fidelity Brokerage Services account of a woman in Louisiana. Snappy Kraken has closed on $6 million in Series A financing. Fayetteville firm Sphere Wealth Management acquired by Prime Capital. ConsenSys has closed its USD 65 million formation round. 55ip has partnered with Janney Montgomery Scott. Ian Fuller will step into the CTO role at WeGift. Allworth Financial has acquired Shone Wealth Management. Wage has raised $5 million in a funding round led by Google’s AI-focused venture fund, Gradient Ventures.
GCF Valuation, the industry’s largest privately held business valuation company, announced the launch of FinVal, a new technology-based business valuation platform custom designed for financial advisors. This comprehensive, yet easy to use digital platform will enable financial advisors to provide business owners with comprehensive business valuations to better engage with new, high-potential prospects, as well as provide more comprehensive financial planning advice and guidance to business owner clients.
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Skience, a leading financial services digital enablement provider and consultancy, continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief Product Officer.
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Retail investing surged in Q1, as quarterly trading volume and asset growth rose 45% and 33% respectively from 4Q20, according to new data released from DriveWealth, a leading global brokerage infrastructure platform.
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Schwab accidentally sent more than $1 million to the Fidelity Brokerage Services account of a woman in Louisiana.
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Snappy Kraken, an Ormond Beach, Florida-based provider of digital marketing and client retention tools for financial advisers, has closed on $6 million in Series A financing.
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Fayetteville firm Sphere Wealth Management acquired by Prime Capital.
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ConsenSys has closed its USD 65 million formation round to accelerate the convergence of decentralised finance (DeFi) and Web3 applications on Ethereum with enterprise blockchain infrastructure.
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55ip has partnered with Janney Montgomery Scott, a leading full-service wealth management, capital markets and asset management firm, to enhance its tax management capabilities for financial advisors on the Janney platform.
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Ian Fuller will step into the CTO role at WeGift and begin working on its technology development and growth from the get-go.
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Allworth Financial, a Sacramento, California-based registered investment adviser that manages almost $11 billion, has acquired Shone Wealth Management, an RIA firm managing $340 million in Walnut Creek, California.
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San Francisco-based Wage, an infrastructure software solution that lets people share their payroll data with third parties, has raised $5 million in a funding round led by Google’s AI-focused venture fund, Gradient Ventures, with follow-on investment from 8VC, Pear Ventures, Bloomberg Beta, CoFound Partners, and executives from SoFi, Public, Zillow, and Affirm.
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