WealthTech Weekly June 7, 2021

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments. EveryAction announced that it has acquired Salsa Labs, one of the largest and best-known software companies serving nonprofits. Minneapolis-based hybrid advisory business Wealth Enhancement Group is acquiring Hoover Financial Advisors, a $1.46 billion hybrid registered investment adviser based in Malvern, Pennsylvania. Fintech startup The Beans raised $2 million in funding to continue developing its automated financial wellness and behavioral offering for people labeled “America’s Caring Class,” those with steady income streams in professions, including teachers, nurses and social workers. Bindable, an insurance technology company and national digital agency, announced today a partnership with NFP, the 10th largest property and casualty brokerage in the United States according to Insurance Journal. Wealthtech WealthOS to promote adoption of cloud based, wealth management platform with focus on the UK.

Digital alternative investing platform Yieldstreet has raised $100 million in a Series C funding round led by Tarsadia Investments.

Find details here.

EveryAction announced that it has acquired Salsa Labs, one of the largest and best-known software companies serving nonprofits.

Find details here.

Minneapolis-based hybrid advisory business Wealth Enhancement Group is acquiring Hoover Financial Advisors, a $1.46 billion hybrid registered investment adviser based in Malvern, Pennsylvania.

Find details here.

Fintech startup The Beans raised $2 million in funding to continue developing its automated financial wellness and behavioral offering for people labeled “America’s Caring Class,” those with steady income streams in professions, including teachers, nurses and social workers.

Find details here.

Bindable, an insurance technology company and national digital agency, announced today a partnership with NFP, the 10th largest property and casualty brokerage in the United States according to Insurance Journal.

Find details here.

Wealthtech WealthOS to promote adoption of cloud based, wealth management platform with focus on the UK.

Find details here.

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