WealthTech Weekly April 26, 2021

CircleBlack has teamed up with Robertson Stephens in the launch its wealth management digital hub. Sequoia Financial Group and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their businesses. Mollie has appointed the outgoing vice-chairman of Global Wealth Management at UBS Eli Leenaars as the new chair of its board of directors. Bite Investments has closed on its Pre Series A+ funding in a round led by JMP Group (JMP). Alto announced the successful close of a $17 million Series A funding round. Wealthfront has launched the “final set of features” that make up the first version of Self-Driving Money™. James Capital Advisors has launched a cannabis real estate division. Bank of Marin Bancorp in Novato, Calif., has agreed to buy American River Bankshares in Sacramento, Calif.

CircleBlack, a U.S.-based startup that provides financial advisors with technology that aggregates data, integrates other financial applications, announced on Thursday it has teamed up with Robertson Stephens, a nationally registered investment advisor (RIA), the launch its wealth management digital hub.

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Sequoia Financial Group, LLC and WEALTHSTONE ADVISORS announced they have entered into a definitive agreement to merge their businesses.

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Mollie has appointed the outgoing vice-chairman of Global Wealth Management at UBS Eli Leenaars as the new chair of its board of directors.

Find details here.

Bite Investments, a fintech company with an alternative investment platform, has closed on its Pre Series A+ funding in a round led by JMP Group (JMP), an investment banking and alternative asset management firm headquartered in San Francisco, California.

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Alto Receives $17M Series A Financing Round Back to HomeNASHVILLE, TN, Alto Solutions today announced the successful close of a $17 million Series A funding round.

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California-based Fintech firm Wealthfront revealed that it has launched the “final set of features” that make up the first version of Self-Driving Money™.

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Westwood-based James Capital Advisors has launched a cannabis real estate division.

Find details here.

Bank of Marin Bancorp in Novato, Calif., has agreed to buy American River Bankshares in Sacramento, Calif.

Find details here.

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