YieldX was launched by fixed income leaders. Wealth Enhancement Group announced the creation of a fully digitized experience platform. IG Wealth Management and Equitable Life of Canada selected InvestorCOM for sales and marketing needs. Riskalyze expanded its existing enterprise agreement with Independent Financial Partners. InvestCloud and Oppenheimer & Co. Inc. launched a strategic alliance. Altegris Holdings and Artivest Holdings entered into an agreement to re-establish Altegris as an independent company. InterGen Data joins MetLife Digital Accelerator cohort. Neobank Unifimoney is partnering with brokerage platform DriveWealth. Pathstone will acquire Austin. William (Bill) D. Green joined the Advisor360°’s board of directors. Skience won the 2020 WealthManagement.com Industry Award for Technology Providers: Client Onboarding/New Account Opening. Twenty Over Ten was selected as a winner of the WealthManagement.com 2020 Industry Awards for its social media leadership.
Fixed income leaders launch YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users to easily source and trade fixed income assets, a process that has traditionally required immense resources, time, and in-depth know-how.
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InvestorCOM, the leading provider of regulatory compliance software and communications solutions for the financial services industry, announced that leading financial services providers, IG Wealth Management and Equitable Life of Canada, have each selected InvestorCOM to meet their sales enablement and marketing fulfillment requirements.
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Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Mr. Green brings extensive knowledge in financial services, WealthTech, and global organizational growth to the Advisor360° board.
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Riskalyze expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to Riskalyze’s Connected Trading platform and creating a more seamless experience for their 250 advisors.
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Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), announced the launch of a strategic alliance with global FinTech firm, InvestCloud. The partnership will accelerate Oppenheimer’s buildout of its digital experience platform for the firm’s financial advisors and other professionals, as well as their clients. InvestCloud is one of the financial services industry’s top digital platforms for wealth management and asset management firms.
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Altegris Holdings and Artivest Holdings announced they have entered into a definitive agreement under which Matt Osborne, Altegris Co-Founder and Artivest Chief Investment Officer, in partnership with Continuum Capital Managers, co-founded by Doug Grip and Steve Vanourny, will acquire the Altegris entities and all related assets from Artivest including the mutual fund and commodity pool businesses. Mr. Osborne and Continuum will re-establish Altegris as an independent company and extend its legacy as a pioneer and proven leader in the alternative investment marketplace.
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Plano fintech startup InterGen Data joins MetLife Digital Accelerator cohort. As the pandemic causes many live events to go digital, it has helped some accelerator programs to expand the geographical reach for their cohort members. Joining a number of other programs announcing their fall program lineups, the Techstars-powered MetLife Digital Accelerator has unveiled the 10 startups of its third cohort, which includes Plano-based AI fintech platform InterGen Data.
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Neobank Unifimoney is partnering with brokerage platform DriveWealth to add investment options to its product offerings, the companies announced Wednesday. The new feature, made available through DriveWealth’s application programming interface (API)-enabled technology, joins Unifimoney’s existing suite of products, which includes a high-yield checking account, a credit and debit card and investing.
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Wealth Enhancement Group (“WEG”), an independent wealth management firm that oversees $19.4 billion in client assets, announced the acceleration of its growth strategy and the initiation of the next phase of its creation of a fully digitized experience platform to support the firm’s financial advisors and their clients.
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Skience, the leading financial services solution and consulting provider, announced that it won the 2020 WealthManagement.com Industry Award for Technology Providers: Client Onboarding/New Account Opening.
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Pathstone will acquire Austin, Texas–based Price Wealth, an independent wealth advisor with $1.4 billion in client assets.
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Twenty Over Ten, an industry-leading SaaS company, was selected as a winner of the WealthManagement.com 2020 Industry Awards for its social media leadership. The winners were announced Sept. 10 at the first-ever virtual awards ceremony hosted by WealthManagement.com.
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